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

FJ 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 Q4	–	Sell	-47,768	Closed	-$1.64M	–	167
2025 Q3	$1.64M	Sell	47,768 -1,696	-3%	-$58.8K	0.18%	81
2025 Q2	$1.73M	Buy	49,464 +17,166	+53%	+$607K	0.18%	70
2025 Q1	$1.18M	Buy	32,298 +4,109	+15%	+$148K	0.12%	83
2024 Q4	$1.06M	Sell	28,189 -296	-1%	-$11.3K	0.12%	84
2024 Q3	$1.07M	Sell	28,485 -28,189	-50%	-$1.01M	0.11%	84
2024 Q2	$1.85M	Buy	56,674 +7,978	+16%	+$260K	0.19%	68
2024 Q1	$1.75M	Buy	48,696 +10,254	+27%	+$362K	0.18%	72
2023 Q4	$1.4M	Sell	38,442 -2,849	-7%	-$99.6K	0.14%	83
2023 Q3	$1.38M	Buy	41,291 +11,816	+40%	+$409K	0.16%	80
2023 Q2	$1M	Buy	29,475 +3,823	+15%	+$119K	0.13%	65
2023 Q1	$837K	Buy	25,652 +11,648	+83%	+$381K	0.1%	74
2022 Q4	$446K	Sell	14,004 -8,996	-39%	-$277K	0.05%	82
2022 Q3	$649K	Sell	23,000 -9,000	-28%	-$296K	0.08%	82
2022 Q2	$1.08M	Sell	32,000 -7,996	-20%	-$271K	0.1%	76
2022 Q1	$1.38M	Buy	39,996 +13,996	+54%	+$459K	0.12%	73
2021 Q4	$843K	Buy	+26,000	New	+$834K	0.07%	98

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

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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FJ Capital Management's PECO Position: Q4 2025 in Review

FJ Capital Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 47,768 shares — an estimated $1.64M sold.

FJ Capital Management first reported a position in PECO in Q4 2021 and held it in 16 quarters. The position peaked at $1.85M in Q2 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

FJ Capital Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
FJ Capital Management sold 47,768 Phillips Edison & Co shares in Q4 2025, an estimated $1.64M.
FJ Capital Management first reported a position in Phillips Edison & Co in Q4 2021 and held it in 16 quarters.
FJ Capital Management's Phillips Edison & Co position peaked at $1.85M in Q2 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on FJ Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.