CIBC Private Wealth Group’s Phillips Edison & Co PECO Stock Holding History

CIBC Private Wealth Group’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	$357K	Buy	10,023 +46	+0.5%	+$1.6K	﹤0.01%	974
2025 Q3	$343K	Hold	9,977	–	–	﹤0.01%	977
2025 Q2	$349K	Hold	9,977	–	–	﹤0.01%	928
2025 Q1	$335K	Hold	9,977	–	–	﹤0.01%	934
2024 Q4	$365K	Hold	9,977	–	–	﹤0.01%	955
2024 Q3	$376K	Buy	9,977 +9,477	+1,895%	+$338K	﹤0.01%	959
2024 Q2	$16.3K	Buy	+500	New	+$16.3K	﹤0.01%	2109

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's PECO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Phillips Edison & Co (PECO) stake by 0.46% in Q4 2025, buying an estimated $1.6K and bringing the position to 10,023 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

CIBC Private Wealth Group first reported a position in PECO in Q2 2024 and has held it in 7 quarters since. The position peaked at $376K in Q3 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

CIBC Private Wealth Group held 10,023 shares of Phillips Edison & Co worth $357K as of Q4 2025.
CIBC Private Wealth Group bought 46 Phillips Edison & Co shares in Q4 2025, an estimated $1.6K.
Phillips Edison & Co made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #974 holding.
CIBC Private Wealth Group first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's Phillips Edison & Co position peaked at $376K in Q3 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.