Everence Capital Management’s Phillips Edison & Co PECO Stock Holding History

Everence Capital Management’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	-5,910	Closed	-$216K	–	835
2025 Q1	$216K	Hold	5,910	–	–	0.01%	718
2024 Q4	$221K	Sell	5,910 -7,790	-57%	-$297K	0.01%	737
2024 Q3	$517K	Hold	13,700	–	–	0.03%	418
2024 Q2	$448	Hold	13,700	–	–	0.03%	420
2024 Q1	$491	Hold	13,700	–	–	0.03%	412
2023 Q4	$500K	Hold	13,700	–	–	0.04%	405
2023 Q3	$459	Buy	+13,700	New	+$474K	0.04%	409

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Everence Capital Management's PECO Position: Q2 2025 in Review

Everence Capital Management sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 5,910 shares — an estimated $216K sold.

Everence Capital Management first reported a position in PECO in Q3 2023 and held it in 7 quarters. The position peaked at $517K in Q3 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Everence Capital Management reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
Everence Capital Management sold 5,910 Phillips Edison & Co shares in Q2 2025, an estimated $216K.
Everence Capital Management first reported a position in Phillips Edison & Co in Q3 2023 and held it in 7 quarters.
Everence Capital Management's Phillips Edison & Co position peaked at $517K in Q3 2024.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Everence Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.