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FWL Investment Management’s Phillips Edison & Co PECO Stock Holding History

FWL Investment 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
Q1 		– Sell
-900
Closed -$32.5K – 320
2024
Q4 		$33.7K Hold
900
– – 0.01% 169
2024
Q3 		$33.9K Hold
900
– – 0.01% 149
2024
Q2 		$29.4K Hold
900
– – 0.01% 135
2024
Q1 		$32.3K Hold
900
– – 0.02% 121
2023
Q4 		$32.8K Hold
900
– – 0.02% 110
2023
Q3 		$30.2K Buy
+900
New +$31.1K 0.02% 113
2023
Q1 		– Sell
-1,591
Closed -$50.7K – 158
2022
Q4 		$50.7K Buy
+1,591
New +$48.9K 0.04% 91

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FWL Investment Management's PECO Position: Q1 2025 in Review

FWL Investment Management sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 900 shares — an estimated $32.5K sold.

FWL Investment Management first reported a position in PECO in Q4 2022 and held it in 7 quarters. The position peaked at $50.7K in Q4 2022. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • FWL Investment Management reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 900 Phillips Edison & Co shares in Q1 2025, an estimated $32.5K.
  • FWL Investment Management first reported a position in Phillips Edison & Co in Q4 2022 and held it in 7 quarters.
  • FWL Investment Management's Phillips Edison & Co position peaked at $50.7K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.