Beck Capital Management’s Phillips Edison & Co PECO Stock Holding History

Beck Capital 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
2025 Q2	–	Sell	-8,671	Closed	-$316K	–	128
2025 Q1	$316K	Sell	8,671 -908	-9%	-$32.8K	0.09%	99
2024 Q4	$359K	Sell	9,579 -1,188	-11%	-$45.3K	0.1%	98
2024 Q3	$406K	Buy	+10,767	New	+$384K	0.11%	101
2023 Q2	–	Sell	-86,341	Closed	-$2.82M	–	121
2023 Q1	$2.82M	Sell	86,341 -4,155	-5%	-$136K	1.2%	24
2022 Q4	$2.88M	Sell	90,496 -51,010	-36%	-$1.57M	1.21%	25
2022 Q3	$3.97M	Sell	141,506 -9,262	-6%	-$304K	1.7%	10
2022 Q2	$5.04M	Sell	150,768 -47,712	-24%	-$1.62M	2.27%	5
2022 Q1	$6.83M	Buy	+198,480	New	+$6.52M	2.08%	3
2021 Q4	–	Sell	-37,368	Closed	-$1.15M	–	150
2021 Q3	$1.15M	Buy	+37,368	New	+$1.1M	0.39%	93

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beck Capital Management's PECO Position: Q2 2025 in Review

Beck Capital Management sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 8,671 shares — an estimated $316K sold.

Beck Capital Management first reported a position in PECO in Q3 2021 and held it in 9 quarters. The position peaked at $6.83M in Q1 2022. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Beck Capital Management reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
Beck Capital Management sold 8,671 Phillips Edison & Co shares in Q2 2025, an estimated $316K.
Beck Capital Management first reported a position in Phillips Edison & Co in Q3 2021 and held it in 9 quarters.
Beck Capital Management's Phillips Edison & Co position peaked at $6.83M in Q1 2022.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Beck Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.