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Barlow Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Barlow Wealth Partners’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
Q3 		– Sell
-6,086
Closed -$213K – 138
2025
Q2 		$213K Buy
6,086
+53
+0.9% +$1.88K 0.03% 129
2025
Q1 		$212K Buy
6,033
+51
+0.9% +$1.84K 0.03% 130
2024
Q4 		$212K Sell
5,982
-1,347
-18% -$51.3K 0.03% 131
2024
Q3 		$265K Buy
7,329
+59
+0.8% +$2.1K 0.03% 129
2024
Q2 		$247K Buy
7,270
+66
+0.9% +$2.15K 0.03% 131
2024
Q1 		$237K Buy
7,204
+78
+1% +$2.76K 0.03% 135
2023
Q4 		$260K Buy
+7,126
New +$249K 0.04% 124

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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Barlow Wealth Partners's PECO Position: Q3 2025 in Review

Barlow Wealth Partners sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 6,086 shares — an estimated $213K sold.

Barlow Wealth Partners first reported a position in PECO in Q4 2023 and held it in 7 quarters. The position peaked at $265K in Q3 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Barlow Wealth Partners reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 6,086 Phillips Edison & Co shares in Q3 2025, an estimated $213K.
  • Barlow Wealth Partners first reported a position in Phillips Edison & Co in Q4 2023 and held it in 7 quarters.
  • Barlow Wealth Partners's Phillips Edison & Co position peaked at $265K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Barlow Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.