Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Phillips Edison & Co PECO Stock Holding History

Capital Fund Management (CFM)’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
-37,512
Closed -$1.29M – 2576
2025
Q3 		$1.29M Sell
37,512
-42,008
-53% -$1.46M ﹤0.01% 1981
2025
Q2 		$2.79M Buy
79,520
+63,555
+398% +$2.25M 0.01% 1501
2025
Q1 		$583K Buy
+15,965
New +$577K ﹤0.01% 1811

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

Capital Fund Management (CFM)'s PECO Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 37,512 shares — an estimated $1.29M sold.

Capital Fund Management (CFM) first reported a position in PECO in Q1 2025 and held it in 3 quarters. The position peaked at $2.79M in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 37,512 Phillips Edison & Co shares in Q4 2025, an estimated $1.29M.
  • Capital Fund Management (CFM) first reported a position in Phillips Edison & Co in Q1 2025 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Phillips Edison & Co position peaked at $2.79M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.