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

HGI 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
Q3 		$1.62M Buy
+47,268
New +$1.64M 4.46% 14
2024
Q1 		– Sell
-20,600
Closed -$751K – 48
2023
Q4 		$751K Buy
+20,600
New +$720K 0.85% 24

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 $3.37T AUM 44.26% 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
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

HGI Capital Management's PECO Position: Q3 2025 in Review

HGI Capital Management opened a new position in Phillips Edison & Co (PECO) in Q3 2025: 47,268 shares worth $1.62M. The stake represents 4.46% of the portfolio and ranks #14 among its holdings. This is a return to the name: HGI Capital Management previously reported a position in PECO as recently as Q4 2023.

HGI Capital Management first reported a position in PECO in Q4 2023 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • HGI Capital Management held 47,268 shares of Phillips Edison & Co worth $1.62M as of Q3 2025.
  • Phillips Edison & Co was a new HGI Capital Management position in Q3 2025.
  • Phillips Edison & Co made up 4.46% of HGI Capital Management's portfolio in Q3 2025, its #14 holding.
  • HGI Capital Management first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on HGI Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.