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FORA Capital’s Phillips Edison & Co PECO Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-14,529
Closed -$548K – 545
2024
Q3 		$548K Buy
+14,529
New +$518K 0.06% 270
2024
Q2 		– Sell
-11,711
Closed -$420K – 507
2024
Q1 		$420K Sell
11,711
-8,161
-41% -$288K 0.03% 349
2023
Q4 		$725K Buy
+19,872
New +$695K 0.06% 288
2023
Q2 		– Sell
-7,587
Closed -$247K – 556
2023
Q1 		$247K Buy
+7,587
New +$248K 0.02% 455
2022
Q3 		– Sell
-7,244
Closed -$242K – 525
2022
Q2 		$242K Sell
7,244
-6,458
-47% -$219K 0.05% 370
2022
Q1 		$478K Buy
+13,702
New +$450K 0.09% 291

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FORA Capital's PECO Position: Q4 2024 in Review

FORA Capital sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 14,529 shares — an estimated $548K sold.

FORA Capital first reported a position in PECO in Q1 2022 and held it in 6 quarters. The position peaked at $725K in Q4 2023. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • FORA Capital reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 14,529 Phillips Edison & Co shares in Q4 2024, an estimated $548K.
  • FORA Capital first reported a position in Phillips Edison & Co in Q1 2022 and held it in 6 quarters.
  • FORA Capital's Phillips Edison & Co position peaked at $725K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.