CI Investments Inc
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CI Investments Inc’s Phillips Edison & Co PECO Stock Holding History

CI Investments Inc’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
-155
Closed -$5K – 1088
2025
Q3 		$5K Sell
155
-182
-54% -$6.31K ﹤0.01% 1260
2025
Q2 		$12K Sell
337
-128
-28% -$4.53K ﹤0.01% 1220
2025
Q1 		$17K Buy
465
+19
+4% +$686 ﹤0.01% 1188
2024
Q4 		$17K Buy
446
+34
+8% +$1.29K ﹤0.01% 1201
2024
Q3 		$16K Buy
412
+27
+7% +$963 ﹤0.01% 1156
2024
Q2 		$13K Buy
385
+9
+2% +$293 ﹤0.01% 1125
2024
Q1 		$13K Buy
376
+67
+22% +$2.37K ﹤0.01% 1179
2023
Q4 		$11K Buy
309
+13
+4% +$455 ﹤0.01% 1146
2023
Q3 		$10K Sell
296
-4
-1% -$138 ﹤0.01% 1179
2023
Q2 		$10K Sell
300
-12
-4% -$375 ﹤0.01% 1171
2023
Q1 		$10K Buy
312
+22
+8% +$720 ﹤0.01% 1101
2022
Q4 		$9K Buy
+290
New +$8.92K ﹤0.01% 1139

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc's PECO Position: Q4 2025 in Review

CI Investments Inc sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 155 shares — an estimated $5K sold.

CI Investments Inc first reported a position in PECO in Q4 2022 and held it in 12 quarters. The position peaked at $17K in Q1 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • CI Investments Inc reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 155 Phillips Edison & Co shares in Q4 2025, an estimated $5K.
  • CI Investments Inc first reported a position in Phillips Edison & Co in Q4 2022 and held it in 12 quarters.
  • CI Investments Inc's Phillips Edison & Co position peaked at $17K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.