Balyasny Asset Management’s Phillips Edison & Co PECO Stock Holding History

Balyasny Asset Management’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	$26.4M	Sell	704,622 -826,150	-54%	-$30.7M	0.03%	577
2025 Q4	$54.4M	Sell	1,530,772 -338,846	-18%	-$11.8M	0.07%	326
2025 Q3	$64.2M	Buy	1,869,618 +1,229,186	+192%	+$42.6M	0.08%	287
2025 Q2	$22.4M	Buy	+640,432	New	+$22.7M	0.03%	625
2024 Q3	–	Sell	-403,631	Closed	-$13.2M	–	3053
2024 Q2	$13.2M	Buy	+403,631	New	+$13.2M	0.02%	766
2023 Q2	–	Sell	-22,738	Closed	-$742K	–	2663
2023 Q1	$742K	Buy	+22,738	New	+$744K	﹤0.01%	1841
2021 Q4	–	Sell	-507,049	Closed	-$15.6M	–	2511
2021 Q3	$15.6M	Buy	+507,049	New	+$14.9M	0.06%	405

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management's PECO Position: Q1 2026 in Review

Balyasny Asset Management reduced its Phillips Edison & Co (PECO) stake by 54% in Q1 2026, selling an estimated $30.7M and leaving 704,622 shares worth $26.4M. The position accounts for 0.03% of the portfolio, ranked #577.

Balyasny Asset Management first reported a position in PECO in Q3 2021 and has held it in 7 quarters since. The position peaked at $64.2M in Q3 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Balyasny Asset Management held 704,622 shares of Phillips Edison & Co worth $26.4M as of Q1 2026.
Balyasny Asset Management sold 826,150 Phillips Edison & Co shares in Q1 2026, an estimated $30.7M.
Phillips Edison & Co made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #577 holding.
Balyasny Asset Management first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 7 quarters since.
Balyasny Asset Management's Phillips Edison & Co position peaked at $64.2M in Q3 2025.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.