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PECO icon

AlphaQuest’s Phillips Edison & Co PECO Stock Holding History

AlphaQuest’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
2026
Q1 		– Sell
-16,454
Closed -$585K – 1484
2025
Q4 		$585K Sell
16,454
-15,294
-48% -$531K 0.03% 712
2025
Q3 		$1.09M Buy
31,748
+12,957
+69% +$449K 0.07% 397
2025
Q2 		$658K Buy
18,791
+3,239
+21% +$115K 0.06% 476
2025
Q1 		$567K Buy
15,552
+8,043
+107% +$291K 0.06% 487
2024
Q4 		$281K Sell
7,509
-47,843
-86% -$1.82M 0.04% 726
2024
Q3 		$2.09M Sell
55,352
-41,806
-43% -$1.49M 0.19% 128
2024
Q2 		$3.18M Buy
97,158
+97,142
+607,138% +$3.17M 0.43% 8
2024
Q1 		$574 Buy
+16
New +$565 ﹤0.01% 1481

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return