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

Caxton Associates (UK)’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
Q2 		$3.29M Buy
79,001
+35,189
+80% +$1.41M 0.06% 148
2026
Q1 		$1.64M Sell
43,812
-16,007
-27% -$595K 0.04% 262
2025
Q4 		$2.13M Sell
59,819
-4,289
-7% -$149K 0.04% 179
2025
Q3 		$2.2M Buy
+64,108
New +$2.22M 0.05% 180

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caxton Associates (UK)'s PECO Position: Q2 2026 in Review

Caxton Associates (UK) increased its Phillips Edison & Co (PECO) stake by 80% in Q2 2026, buying an estimated $1.41M and bringing the position to 79,001 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #148.

Caxton Associates (UK) first reported a position in PECO in Q3 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Caxton Associates (UK) held 79,001 shares of Phillips Edison & Co worth $3.29M as of Q2 2026.
  • Caxton Associates (UK) bought 35,189 Phillips Edison & Co shares in Q2 2026, an estimated $1.41M.
  • Phillips Edison & Co made up 0.06% of Caxton Associates (UK)'s portfolio in Q2 2026, its #148 holding.
  • Caxton Associates (UK) first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.