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

Graham 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	-8,854	Closed	-$304K	–	1515
2025 Q3	$304K	Sell	8,854 -19,350	-69%	-$670K	﹤0.01%	848
2025 Q2	$988K	Buy	+28,204	New	+$998K	0.01%	584
2023 Q4	–	Sell	-14,665	Closed	-$492K	–	1254
2023 Q3	$492K	Buy	+14,665	New	+$507K	0.01%	569

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

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

Graham Capital Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 8,854 shares — an estimated $304K sold.

Graham Capital Management first reported a position in PECO in Q3 2023 and held it in 3 quarters. The position peaked at $988K in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Graham Capital Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Graham Capital Management sold 8,854 Phillips Edison & Co shares in Q4 2025, an estimated $304K.
Graham Capital Management first reported a position in Phillips Edison & Co in Q3 2023 and held it in 3 quarters.
Graham Capital Management's Phillips Edison & Co position peaked at $988K in Q2 2025.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.