LaSalle St. Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

LaSalle St. Investment Advisors’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 Q4	–	Sell	-7,040	Closed	-$241K	–	382
2025 Q3	$241K	Sell	7,040 -660	-9%	-$22.9K	0.04%	297
2025 Q2	$269K	Sell	7,700 -877	-10%	-$31K	0.07%	249
2025 Q1	$312K	Buy	8,577 +987	+13%	+$35.7K	0.07%	216
2024 Q4	$284K	Buy	+7,590	New	+$289K	0.09%	205

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.61T AUM 30.72% 1-Year Est. Return

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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LaSalle St. Investment Advisors's PECO Position: Q4 2025 in Review

LaSalle St. Investment Advisors sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 7,040 shares — an estimated $241K sold.

LaSalle St. Investment Advisors first reported a position in PECO in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q1 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

LaSalle St. Investment Advisors reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
LaSalle St. Investment Advisors sold 7,040 Phillips Edison & Co shares in Q4 2025, an estimated $241K.
LaSalle St. Investment Advisors first reported a position in Phillips Edison & Co in Q4 2024 and held it in 4 quarters.
LaSalle St. Investment Advisors's Phillips Edison & Co position peaked at $312K in Q1 2025.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.