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Allen Capital Group’s Phillips Edison & Co PECO Stock Holding History

Allen Capital Group’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,348
Closed -$232K – 273
2025
Q1 		$232K Buy
6,348
+14
+0.2% +$506 0.03% 226
2024
Q4 		$237K Hold
6,334
– – 0.03% 209
2024
Q3 		$239K Hold
6,334
– – 0.03% 213
2024
Q2 		$207K Hold
6,334
– – 0.03% 206
2024
Q1 		$227K Hold
6,334
– – 0.03% 196
2023
Q4 		$231K Hold
6,334
– – 0.04% 165
2023
Q3 		$209K Hold
6,334
– – 0.04% 161
2023
Q2 		$216K Hold
6,334
– – 0.04% 165
2023
Q1 		$207K Buy
+6,334
New +$207K 0.04% 167
2022
Q4 		– Sell
-7,375
Closed -$207K – 119
2022
Q3 		$207K Hold
7,375
– – 0.05% 153
2022
Q2 		$246K Hold
7,375
– – 0.05% 136
2022
Q1 		$254K Buy
+7,375
New +$242K 0.05% 146

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allen Capital Group's PECO Position: Q2 2025 in Review

Allen Capital Group sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 6,348 shares — an estimated $232K sold.

Allen Capital Group first reported a position in PECO in Q1 2022 and held it in 12 quarters. The position peaked at $254K in Q1 2022. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • Allen Capital Group reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
  • Allen Capital Group sold 6,348 Phillips Edison & Co shares in Q2 2025, an estimated $232K.
  • Allen Capital Group first reported a position in Phillips Edison & Co in Q1 2022 and held it in 12 quarters.
  • Allen Capital Group's Phillips Edison & Co position peaked at $254K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Allen Capital Group's 13F filing for Q2 2025, filed 12 Aug 2025.