FFO
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Fortitude Family Office’s Phillips Edison & Co PECO Stock Holding History

Fortitude Family Office’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
-14
Closed -$481 – 2075
2025
Q3 		$481 Sell
14
-77
-85% -$2.67K ﹤0.01% 1822
2025
Q2 		$3.19K Buy
+91
New +$3.22K ﹤0.01% 981

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortitude Family Office's PECO Position: Q4 2025 in Review

Fortitude Family Office sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 14 shares — an estimated $481 sold.

Fortitude Family Office first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $3.19K in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Fortitude Family Office reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 14 Phillips Edison & Co shares in Q4 2025, an estimated $481.
  • Fortitude Family Office first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
  • Fortitude Family Office's Phillips Edison & Co position peaked at $3.19K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.