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Caxton Associates (New York)’s Phillips Edison & Co PECO Stock Holding History

Caxton Associates (New York)’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
2024
Q4 		– Sell
-7,018
Closed -$265K – 633
2024
Q3 		$265K Sell
7,018
-12,530
-64% -$447K 0.01% 456
2024
Q2 		$639K Buy
+19,548
New +$637K 0.02% 308

Other funds holding PECO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caxton Associates (New York)'s PECO Position: Q4 2024 in Review

Caxton Associates (New York) sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 7,018 shares — an estimated $265K sold.

Caxton Associates (New York) first reported a position in PECO in Q2 2024 and held it in 2 quarters. The position peaked at $639K in Q2 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Caxton Associates (New York) reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Caxton Associates (New York) sold 7,018 Phillips Edison & Co shares in Q4 2024, an estimated $265K.
  • Caxton Associates (New York) first reported a position in Phillips Edison & Co in Q2 2024 and held it in 2 quarters.
  • Caxton Associates (New York)'s Phillips Edison & Co position peaked at $639K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.