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

LDR 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 		– Sell
-13,675
Closed -$479K – 39
2025
Q2 		$479K Buy
+13,675
New +$484K 0.62% 28
2023
Q2 		– Sell
-34,597
Closed -$1.13M – 36
2023
Q1 		$1.13M Sell
34,597
-46,334
-57% -$1.52M 0.74% 30
2022
Q4 		$2.58M Buy
80,931
+277
+0.3% +$8.52K 1.41% 21
2022
Q3 		$2.26M Sell
80,654
-5,953
-7% -$196K 1.14% 25
2022
Q2 		$2.89M Sell
86,607
-10,355
-11% -$352K 1.21% 23
2022
Q1 		$3.33M Buy
+96,962
New +$3.18M 1.05% 29

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

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

LDR Capital Management sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 13,675 shares — an estimated $479K sold.

LDR Capital Management first reported a position in PECO in Q1 2022 and held it in 6 quarters. The position peaked at $3.33M in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • LDR Capital Management reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • LDR Capital Management sold 13,675 Phillips Edison & Co shares in Q3 2025, an estimated $479K.
  • LDR Capital Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 6 quarters.
  • LDR Capital Management's Phillips Edison & Co position peaked at $3.33M in Q1 2022.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on LDR Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.