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Foundry Partners’s Phillips Edison & Co PECO Stock Holding History

Foundry Partners’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
2023
Q2 		– Sell
-7,505
Closed -$245K – 331
2023
Q1 		$245K Sell
7,505
-2,450
-25% -$80.2K 0.02% 295
2022
Q4 		$317K Sell
9,955
-230
-2% -$7.07K 0.02% 269
2022
Q3 		$286K Sell
10,185
-175
-2% -$5.75K 0.02% 285
2022
Q2 		$346K Hold
10,360
– – 0.02% 257
2022
Q1 		$356K Buy
10,360
+1,850
+22% +$60.7K 0.02% 281
2021
Q4 		$281K Hold
8,510
– – 0.01% 320
2021
Q3 		$261K Buy
+8,510
New +$250K 0.01% 340

Other funds holding PECO

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundry Partners's PECO Position: Q2 2023 in Review

Foundry Partners sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 7,505 shares — an estimated $245K sold.

Foundry Partners first reported a position in PECO in Q3 2021 and held it in 7 quarters. The position peaked at $356K in Q1 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Foundry Partners reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Foundry Partners sold 7,505 Phillips Edison & Co shares in Q2 2023, an estimated $245K.
  • Foundry Partners first reported a position in Phillips Edison & Co in Q3 2021 and held it in 7 quarters.
  • Foundry Partners's Phillips Edison & Co position peaked at $356K in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Foundry Partners's 13F filing for Q2 2023, filed 12 Jul 2023.