Citadel Advisors
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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 		$505K Buy
+13,500
New +$502K ﹤0.01% 9280
2025
Q4 		– Sell
-7,500
Closed -$257K – 13717
2025
Q3 		$257K Sell
7,500
-14,300
-66% -$495K ﹤0.01% 10697
2025
Q2 		$764K Sell
21,800
-10,800
-33% -$382K ﹤0.01% 7662
2025
Q1 		$1.19M Sell
32,600
-10,300
-24% -$372K ﹤0.01% 6578
2024
Q4 		$1.61M Sell
42,900
-23,300
-35% -$888K ﹤0.01% 6083
2024
Q3 		$2.5M Buy
66,200
+17,000
+35% +$607K ﹤0.01% 5111
2024
Q2 		$1.61M Buy
49,200
+2,600
+6% +$84.8K ﹤0.01% 5724
2024
Q1 		$1.67M Sell
46,600
-2,900
-6% -$102K ﹤0.01% 5876
2023
Q4 		$1.81M Sell
49,500
-18,800
-28% -$658K ﹤0.01% 5543
2023
Q3 		$2.29M Sell
68,300
-6,700
-9% -$232K ﹤0.01% 4971
2023
Q2 		$2.56M Sell
75,000
-23,600
-24% -$737K ﹤0.01% 4729
2023
Q1 		$3.22M Buy
98,600
+49,600
+101% +$1.62M ﹤0.01% 4529
2022
Q4 		$1.56M Sell
49,000
-25,200
-34% -$775K ﹤0.01% 5961
2022
Q3 		$2.08M Sell
74,200
-27,500
-27% -$904K ﹤0.01% 5517
2022
Q2 		$3.4M Buy
101,700
+6,900
+7% +$234K ﹤0.01% 4536
2022
Q1 		$3.26M Buy
+94,800
New +$3.11M ﹤0.01% 5009

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
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.