EWG Elevate’s Phillips Edison & Co PECO Stock Holding History

EWG Elevate’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	$721K	Hold	21,001	–	–	0.23%	71
2025 Q2	$736K	Hold	21,001	–	–	0.23%	80
2025 Q1	$766K	Hold	21,001	–	–	0.29%	61
2024 Q4	$787K	Hold	21,001	–	–	0.24%	79
2024 Q3	$792K	Hold	21,001	–	–	0.32%	55
2024 Q2	$687K	Hold	21,001	–	–	0.25%	78
2024 Q1	$753K	Hold	21,001	–	–	0.29%	73
2023 Q4	$766K	Hold	21,001	–	–	0.32%	60
2023 Q3	$704K	Sell	21,001 -4,260	-17%	-$147K	0.32%	57
2023 Q2	$861K	Hold	25,261	–	–	0.36%	50
2023 Q1	$824K	Hold	25,261	–	–	0.35%	53
2022 Q4	$804K	Sell	25,261 -39	-0.2%	-$1.2K	0.41%	44
2022 Q3	$710K	Hold	25,300	–	–	0.4%	39
2022 Q2	$845K	Sell	25,300 -571	-2%	-$19.4K	0.41%	43
2022 Q1	$890K	Buy	+25,871	New	+$849K	0.35%	50

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EWG Elevate's PECO Position: Q3 2025 in Review

EWG Elevate held its Phillips Edison & Co (PECO) position steady in Q3 2025 at 21,001 shares worth $721K. The position accounts for 0.23% of the portfolio, ranked #71.

EWG Elevate first reported a position in PECO in Q1 2022 and has held it in 15 quarters since. The position peaked at $890K in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

EWG Elevate held 21,001 shares of Phillips Edison & Co worth $721K as of Q3 2025.
EWG Elevate left its Phillips Edison & Co share count unchanged in Q3 2025.
Phillips Edison & Co made up 0.23% of EWG Elevate's portfolio in Q3 2025, its #71 holding.
EWG Elevate first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 15 quarters since.
EWG Elevate's Phillips Edison & Co position peaked at $890K in Q1 2022.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.