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Hardy Reed’s Phillips Edison & Co PECO Stock Holding History

Hardy Reed’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
Q3 		– Sell
-11,489
Closed -$402K – 255
2025
Q2 		$402K Hold
11,489
– – 0.03% 156
2025
Q1 		$419K Hold
11,489
– – 0.04% 145
2024
Q4 		$430K Hold
11,489
– – 0.04% 143
2024
Q3 		$433K Hold
11,489
– – 0.04% 149
2024
Q2 		$376K Buy
+11,489
New +$375K 0.04% 161

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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Hardy Reed's PECO Position: Q3 2025 in Review

Hardy Reed sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 11,489 shares — an estimated $402K sold.

Hardy Reed first reported a position in PECO in Q2 2024 and held it in 5 quarters. The position peaked at $433K in Q3 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Hardy Reed reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Hardy Reed sold 11,489 Phillips Edison & Co shares in Q3 2025, an estimated $402K.
  • Hardy Reed first reported a position in Phillips Edison & Co in Q2 2024 and held it in 5 quarters.
  • Hardy Reed's Phillips Edison & Co position peaked at $433K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Hardy Reed's 13F filing for Q3 2025, filed 7 Nov 2025.