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
2025 Q2	–	Sell	-4,200	Closed	-$153K	–	14431
2025 Q1	$153K	Sell	4,200 -3,200	-43%	-$116K	﹤0.01%	10844
2024 Q4	$277K	Buy	7,400 +6,300	+573%	+$240K	﹤0.01%	9814
2024 Q3	$41.5K	Buy	1,100 +600	+120%	+$21.4K	﹤0.01%	12109
2024 Q2	$16.4K	Sell	500 -600	-55%	-$19.6K	﹤0.01%	12789
2024 Q1	$39.5K	Sell	1,100 -400	-27%	-$14.1K	﹤0.01%	12408
2023 Q4	$54.7K	Sell	1,500 -1,800	-55%	-$63K	﹤0.01%	11685
2023 Q3	$111K	Sell	3,300 -4,800	-59%	-$166K	﹤0.01%	10764
2023 Q2	$276K	Sell	8,100 -1,500	-16%	-$46.8K	﹤0.01%	9225
2023 Q1	$313K	Buy	9,600 +6,000	+167%	+$196K	﹤0.01%	9296
2022 Q4	$115K	Sell	3,600 -105,300	-97%	-$3.24M	﹤0.01%	11032
2022 Q3	$3.06M	Buy	108,900 +65,500	+151%	+$2.15M	﹤0.01%	4775
2022 Q2	$1.45M	Buy	43,400 +30,100	+226%	+$1.02M	﹤0.01%	6202
2022 Q1	$457K	Buy	+13,300	New	+$437K	﹤0.01%	9607

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.