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Atom Investors’s Phillips Edison & Co PECO Stock Holding History

Atom Investors’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
Q4 		– Sell
-50,922
Closed -$1.75M – 757
2025
Q3 		$1.75M Buy
50,922
+30,912
+154% +$1.07M 0.13% 183
2025
Q2 		$701K Sell
20,010
-412
-2% -$14.6K 0.06% 302
2025
Q1 		$745K Buy
20,422
+133
+0.7% +$4.8K 0.09% 248
2024
Q4 		$760K Buy
20,289
+1,229
+6% +$46.8K 0.09% 277
2024
Q3 		$719K Sell
19,060
-2,621
-12% -$93.5K 0.08% 286
2024
Q2 		$709K Sell
21,681
-30,113
-58% -$982K 0.07% 297
2024
Q1 		$1.86M Buy
51,794
+16,173
+45% +$572K 0.23% 148
2023
Q4 		$1.3M Buy
+35,621
New +$1.25M 0.23% 152
2023
Q1 		– Sell
-43,438
Closed -$1.38M – 301
2022
Q4 		$1.38M Sell
43,438
-38,277
-47% -$1.18M 0.69% 37
2022
Q3 		$2.29M Buy
81,715
+19,732
+32% +$649K 0.81% 25
2022
Q2 		$2.07M Buy
61,983
+43,645
+238% +$1.48M 0.91% 24
2022
Q1 		$631K Buy
+18,338
New +$602K 0.3% 81

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atom Investors's PECO Position: Q4 2025 in Review

Atom Investors sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 50,922 shares — an estimated $1.75M sold.

Atom Investors first reported a position in PECO in Q1 2022 and held it in 12 quarters. The position peaked at $2.29M in Q3 2022. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Atom Investors reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 50,922 Phillips Edison & Co shares in Q4 2025, an estimated $1.75M.
  • Atom Investors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 12 quarters.
  • Atom Investors's Phillips Edison & Co position peaked at $2.29M in Q3 2022.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.