Jim Simons’s Phillips Edison & Co PECO Stock Holding History

Jim Simons’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
2026 Q1	$14.7M	Sell	393,002 -6,075	-2%	-$226K	0.02%	780
2025 Q4	$14.2M	Sell	399,077 -28,825	-7%	-$1M	0.02%	760
2025 Q3	$14.7M	Buy	427,902 +292,506	+216%	+$10.1M	0.02%	882
2025 Q2	$4.74M	Sell	135,396 -19,606	-13%	-$694K	0.01%	1553
2025 Q1	$5.66M	Buy	+155,002	New	+$5.6M	0.01%	1353
2024 Q2	–	Sell	-18,102	Closed	-$649K	–	3850
2024 Q1	$649K	Buy	+18,102	New	+$640K	﹤0.01%	2753
2023 Q3	–	Sell	-186,500	Closed	-$6.36M	–	3983
2023 Q2	$6.36M	Sell	186,500 -95,200	-34%	-$2.97M	0.01%	1285
2023 Q1	$9.19M	Buy	281,700 +17,700	+7%	+$579K	0.01%	1126
2022 Q4	$8.41M	Sell	264,000 -8,200	-3%	-$252K	0.01%	1192
2022 Q3	$7.63M	Sell	272,200 -97,400	-26%	-$3.2M	0.01%	1174
2022 Q2	$12.3M	Buy	369,600 +208,900	+130%	+$7.09M	0.01%	991
2022 Q1	$5.53M	Buy	160,700 +123,200	+329%	+$4.04M	0.01%	1521
2021 Q4	$1.24M	Buy	+37,500	New	+$1.2M	﹤0.01%	2493

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's PECO Position: Q1 2026 in Review

Jim Simons reduced its Phillips Edison & Co (PECO) stake by 1.5% in Q1 2026, selling an estimated $226K and leaving 393,002 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #780.

Jim Simons first reported a position in PECO in Q4 2021 and has held it in 13 quarters since. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Jim Simons held 393,002 shares of Phillips Edison & Co worth $14.7M as of Q1 2026.
Jim Simons sold 6,075 Phillips Edison & Co shares in Q1 2026, an estimated $226K.
Phillips Edison & Co made up 0.02% of Jim Simons's portfolio in Q1 2026, its #780 holding.
Jim Simons first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 13 quarters since.
440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.