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
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

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

Citigroup's PECO Position: Q1 2026 in Review

Citigroup increased its Phillips Edison & Co (PECO) stake by 2.7% in Q1 2026, buying an estimated $159K and bringing the position to 165,409 shares worth $6.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Citigroup first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.96M in Q1 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Citigroup held 165,409 shares of Phillips Edison & Co worth $6.19M as of Q1 2026.
  • Citigroup bought 4,271 Phillips Edison & Co shares in Q1 2026, an estimated $159K.
  • Phillips Edison & Co made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1800 holding.
  • Citigroup first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • Citigroup's Phillips Edison & Co position peaked at $7.96M in Q1 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.