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CIBC World Markets’s Phillips Edison & Co PECO Stock Holding History

CIBC World Markets’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 		$297K Buy
+8,359
New +$290K ﹤0.01% 962
2025
Q2 		$545K Sell
15,569
-11,678
-43% -$413K ﹤0.01% 841
2025
Q1 		$994K Buy
27,247
+15,756
+137% +$569K 0.01% 691
2024
Q4 		$430K Buy
+11,491
New +$438K ﹤0.01% 786

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

CIBC World Markets's PECO Position: Q4 2025 in Review

CIBC World Markets opened a new position in Phillips Edison & Co (PECO) in Q4 2025: 8,359 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in PECO as recently as Q2 2025.

CIBC World Markets first reported a position in PECO in Q4 2024 and has held it in 4 quarters since. The position peaked at $994K in Q1 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • CIBC World Markets held 8,359 shares of Phillips Edison & Co worth $297K as of Q4 2025.
  • Phillips Edison & Co was a new CIBC World Markets position in Q4 2025.
  • Phillips Edison & Co made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #962 holding.
  • CIBC World Markets first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Phillips Edison & Co position peaked at $994K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.