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Edgestream Partners’s Phillips Edison & Co PECO Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-96,374
Closed -$3.38M – 1016
2025
Q2 		$3.38M Sell
96,374
-89,605
-48% -$3.17M 0.09% 400
2025
Q1 		$6.79M Buy
185,979
+86,358
+87% +$3.12M 0.23% 135
2024
Q4 		$3.73M Buy
+99,621
New +$3.79M 0.16% 241
2024
Q3 		– Sell
-56,149
Closed -$1.84M – 1020
2024
Q2 		$1.84M Sell
56,149
-199,829
-78% -$6.52M 0.09% 361
2024
Q1 		$9.18M Buy
255,978
+162,013
+172% +$5.73M 0.46% 11
2023
Q4 		$3.43M Buy
+93,965
New +$3.29M 0.25% 103

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Edgestream Partners's PECO Position: Q3 2025 in Review

Edgestream Partners sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 96,374 shares — an estimated $3.38M sold.

Edgestream Partners first reported a position in PECO in Q4 2023 and held it in 6 quarters. The position peaked at $9.18M in Q1 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Edgestream Partners reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 96,374 Phillips Edison & Co shares in Q3 2025, an estimated $3.38M.
  • Edgestream Partners first reported a position in Phillips Edison & Co in Q4 2023 and held it in 6 quarters.
  • Edgestream Partners's Phillips Edison & Co position peaked at $9.18M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.