D.E. Shaw & Co

D.E. Shaw & Co’s Phillips Edison & Co PECO Stock Holding History

D.E. Shaw & Co’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	$4.1M	Buy	+109,441	New	+$4.07M	﹤0.01%	2332
2025 Q3	–	Sell	-8,317	Closed	-$291K	–	4883
2025 Q2	$291K	Sell	8,317 -48,246	-85%	-$1.71M	﹤0.01%	3891
2025 Q1	$2.06M	Buy	+56,563	New	+$2.04M	﹤0.01%	2576
2024 Q4	–	Sell	-36,948	Closed	-$1.39M	–	4788
2024 Q3	$1.39M	Sell	36,948 -52,345	-59%	-$1.87M	﹤0.01%	3007
2024 Q2	$2.92M	Sell	89,293 -7,764	-8%	-$253K	﹤0.01%	2283
2024 Q1	$3.48M	Sell	97,057 -38,940	-29%	-$1.38M	﹤0.01%	2188
2023 Q4	$4.96M	Buy	135,997 +38,339	+39%	+$1.34M	0.01%	1913
2023 Q3	$3.28M	Buy	97,658 +59,411	+155%	+$2.05M	0.01%	2187
2023 Q2	$1.3M	Sell	38,247 -8,801	-19%	-$275K	﹤0.01%	2923
2023 Q1	$1.53M	Buy	+47,048	New	+$1.54M	﹤0.01%	2877
2022 Q3	–	Sell	-13,249	Closed	-$443K	–	5467
2022 Q2	$443K	Sell	13,249 -329,328	-96%	-$11.2M	﹤0.01%	4164
2022 Q1	$11.8M	Buy	+342,577	New	+$11.2M	0.02%	1458

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 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