Citigroup
PECO icon

Citigroup’s Phillips Edison & Co PECO Stock Holding History

Citigroup’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
Q3 		$4.4M Sell
117,739
-60,361
-34% -$2.43M ﹤0.01% 2215
2026
Q2 		$7.41M Buy
178,100
+12,691
+8% +$507K ﹤0.01% 1829
2026
Q1 		$6.19M Buy
165,409
+4,271
+3% +$159K ﹤0.01% 1800
2025
Q4 		$5.73M Buy
161,138
+33,685
+26% +$1.17M ﹤0.01% 1921
2025
Q3 		$4.38M Sell
127,453
-74,967
-37% -$2.6M ﹤0.01% 2073
2025
Q2 		$7.09M Sell
202,420
-15,675
-7% -$555K ﹤0.01% 1623
2025
Q1 		$7.96M Buy
218,095
+24,572
+13% +$888K ﹤0.01% 1529
2024
Q4 		$7.25M Buy
193,523
+15,954
+9% +$608K ﹤0.01% 1627
2024
Q3 		$6.7M Buy
177,569
+54,800
+45% +$1.96M ﹤0.01% 1610
2024
Q2 		$4.02M Buy
122,769
+2,520
+2% +$82.2K ﹤0.01% 1790
2024
Q1 		$4.31M Buy
120,249
+9,233
+8% +$326K ﹤0.01% 1813
2023
Q4 		$4.05M Buy
111,016
+17,542
+19% +$614K ﹤0.01% 1726
2023
Q3 		$3.14M Sell
93,474
-35,102
-27% -$1.21M ﹤0.01% 1692
2023
Q2 		$4.38M Buy
128,576
+65,019
+102% +$2.03M ﹤0.01% 1577
2023
Q1 		$2.07M Buy
63,557
+9,607
+18% +$314K ﹤0.01% 2001
2022
Q4 		$1.72M Buy
53,950
+491
+0.9% +$15.1K ﹤0.01% 2160
2022
Q3 		$1.5M Sell
53,459
-1,894
-3% -$62.3K ﹤0.01% 2382
2022
Q2 		$1.85M Buy
55,353
+2,089
+4% +$70.9K ﹤0.01% 2165
2022
Q1 		$1.83M Buy
53,264
+3,775
+8% +$124K ﹤0.01% 2436
2021
Q4 		$1.64M Buy
49,489
+47,374
+2,240% +$1.52M ﹤0.01% 2783
2021
Q3 		$65K Buy
+2,115
New +$62.1K ﹤0.01% 4601

Other funds holding PECO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup's PECO Position: Q3 2026 in Review

Citigroup reduced its Phillips Edison & Co (PECO) stake by 34% in Q3 2026, selling an estimated $2.43M and leaving 117,739 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Citigroup first reported a position in PECO in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.96M in Q1 2025. 148 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Citigroup held 117,739 shares of Phillips Edison & Co worth $4.4M as of Q3 2026.
  • Citigroup sold 60,361 Phillips Edison & Co shares in Q3 2026, an estimated $2.43M.
  • Phillips Edison & Co made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2215 holding.
  • Citigroup first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 21 quarters since.
  • Citigroup's Phillips Edison & Co position peaked at $7.96M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.