Citadel Advisors’s Phillips Edison & Co PECO Stock Holding History

Citadel Advisors’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 Q1	$4.17M	Buy	+111,493	New	+$4.14M	﹤0.01%	4646
2025 Q4	–	Sell	-14,322	Closed	-$492K	–	13718
2025 Q3	$492K	Buy	+14,322	New	+$496K	﹤0.01%	9183
2024 Q3	–	Sell	-26,218	Closed	-$935K	–	14966
2024 Q2	$858K	Buy	+26,218	New	+$855K	﹤0.01%	6905
2024 Q1	–	Sell	-569,948	Closed	-$20.1M	–	15257
2023 Q4	$20.8M	Sell	569,948 -3,613	-0.6%	-$126K	﹤0.01%	1976
2023 Q3	$19.2M	Buy	573,561 +566,173	+7,663%	+$19.6M	﹤0.01%	1905
2023 Q2	$252K	Sell	7,388 -38,448	-84%	-$1.2M	﹤0.01%	9394
2023 Q1	$1.5M	Sell	45,836 -284,522	-86%	-$9.31M	﹤0.01%	5917
2022 Q4	$10.5M	Sell	330,358 -15,952	-5%	-$490K	﹤0.01%	2760
2022 Q3	$9.71M	Buy	346,310 +325,824	+1,590%	+$10.7M	﹤0.01%	2817
2022 Q2	$684K	Buy	+20,486	New	+$695K	﹤0.01%	7927
2022 Q1	–	Sell	-129,339	Closed	-$4.25M	–	14325
2021 Q4	$4.27M	Buy	129,339 +71,261	+123%	+$2.29M	﹤0.01%	4615
2021 Q3	$1.78M	Buy	+58,078	New	+$1.7M	﹤0.01%	6666

Other funds holding PECO

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Citadel Advisors's PECO Position: Q1 2026 in Review

Citadel Advisors opened a new position in Phillips Edison & Co (PECO) in Q1 2026: 111,493 shares worth $4.17M. The stake represents ﹤0.01% of the portfolio and ranks #4646 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PECO as recently as Q3 2025.

Citadel Advisors first reported a position in PECO in Q3 2021 and has held it in 12 quarters since. The position peaked at $20.8M in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Citadel Advisors held 111,493 shares of Phillips Edison & Co worth $4.17M as of Q1 2026.
Phillips Edison & Co was a new Citadel Advisors position in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4646 holding.
Citadel Advisors first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 12 quarters since.
Citadel Advisors's Phillips Edison & Co position peaked at $20.8M in Q4 2023.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.