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Kapitalo Investimentos’s Phillips Edison & Co PECO Stock Holding History

Kapitalo Investimentos’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
-1,802
Closed -$67.5K – 261
2024
Q4 		$67.5K Buy
+1,802
New +$68.6K 0.05% 192
2024
Q1 		– Sell
-6,982
Closed -$255K – 483
2023
Q4 		$255K Buy
6,982
+3,909
+127% +$137K 0.05% 223
2023
Q3 		$103K Buy
+3,073
New +$106K 0.01% 396

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

Kapitalo Investimentos's PECO Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 1,802 shares — an estimated $67.5K sold.

Kapitalo Investimentos first reported a position in PECO in Q3 2023 and held it in 3 quarters. The position peaked at $255K in Q4 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,802 Phillips Edison & Co shares in Q1 2025, an estimated $67.5K.
  • Kapitalo Investimentos first reported a position in Phillips Edison & Co in Q3 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Phillips Edison & Co position peaked at $255K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.