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Koss-Olinger Consulting’s Phillips Edison & Co PECO Stock Holding History

Koss-Olinger Consulting’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
-6,087
Closed -$213K – 313
2025
Q2 		$213K Hold
6,087
– – 0.02% 296
2025
Q1 		$222K Buy
+6,087
New +$220K 0.02% 288

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

Koss-Olinger Consulting's PECO Position: Q3 2025 in Review

Koss-Olinger Consulting sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 6,087 shares — an estimated $213K sold.

Koss-Olinger Consulting first reported a position in PECO in Q1 2025 and held it in 2 quarters. The position peaked at $222K in Q1 2025. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Koss-Olinger Consulting reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 6,087 Phillips Edison & Co shares in Q3 2025, an estimated $213K.
  • Koss-Olinger Consulting first reported a position in Phillips Edison & Co in Q1 2025 and held it in 2 quarters.
  • Koss-Olinger Consulting's Phillips Edison & Co position peaked at $222K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Koss-Olinger Consulting's 13F filing for Q3 2025, filed 20 Oct 2025.