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B&I Capital’s Phillips Edison & Co PECO Stock Holding History

B&I Capital’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 		$10.4M Hold
277,931
– – 3.54% 12
2025
Q4 		$9.89M Buy
277,931
+46,100
+20% +$1.6M 3.52% 10
2025
Q3 		$7.96M Buy
231,831
+4,536
+2% +$157K 2.76% 12
2025
Q2 		$7.96M Sell
227,295
-12,750
-5% -$451K 2.71% 13
2025
Q1 		$8.76M Sell
240,045
-19,000
-7% -$686K 2.85% 13
2024
Q4 		$9.7M Buy
259,045
+46,500
+22% +$1.77M 3.16% 13
2024
Q3 		$8.02M Sell
212,545
-10,250
-5% -$366K 2.32% 19
2024
Q2 		$7.29M Hold
222,795
– – 2.33% 18
2024
Q1 		$7.99M Hold
222,795
– – 2.53% 18
2023
Q4 		$8.13M Buy
222,795
+7,300
+3% +$255K 2.56% 16
2023
Q3 		$7.23M Buy
215,495
+6,100
+3% +$211K 2.61% 16
2023
Q2 		$7.14M Sell
209,395
-19,470
-9% -$608K 2.38% 17
2023
Q1 		$7.47M Sell
228,865
-10,400
-4% -$340K 2.47% 17
2022
Q4 		$7.62M Sell
239,265
-205,250
-46% -$6.31M 2.67% 15
2022
Q3 		$12.5M Sell
444,515
-2,600
-0.6% -$85.5K 4.92% 7
2022
Q2 		$14.9M Sell
447,115
-109,380
-20% -$3.71M 4.83% 6
2022
Q1 		$19.1M Sell
556,495
-192,437
-26% -$6.32M 5.01% 7
2021
Q4 		$24.7M Buy
748,932
+500,232
+201% +$16M 5.89% 3
2021
Q3 		$7.64M Buy
+248,700
New +$7.3M 2.04% 29

Other funds holding PECO

BlackRock
BlackRock New York $5.7T 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