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Lindbrook Capital’s Phillips Edison & Co PECO Stock Holding History

Lindbrook Capital’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 		$2.19K Buy
60
+13
+28% +$470 ﹤0.01% 2255
2024
Q4 		$1.76K Hold
47
– – ﹤0.01% 2342
2024
Q3 		$1.77K Buy
+47
New +$1.68K ﹤0.01% 2387
2024
Q1 		– Sell
-10
Closed -$365 – 2733
2023
Q4 		$365 Sell
10
-15
-60% -$525 ﹤0.01% 2610
2023
Q3 		$839 Buy
25
+15
+150% +$519 ﹤0.01% 2405
2023
Q2 		$341 Buy
+10
New +$312 ﹤0.01% 2589

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's PECO Position: Q1 2025 in Review

Lindbrook Capital increased its Phillips Edison & Co (PECO) stake by 28% in Q1 2025, buying an estimated $470 and bringing the position to 60 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Lindbrook Capital first reported a position in PECO in Q2 2023 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Lindbrook Capital held 60 shares of Phillips Edison & Co worth $2.19K as of Q1 2025.
  • Lindbrook Capital bought 13 Phillips Edison & Co shares in Q1 2025, an estimated $470.
  • Phillips Edison & Co made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2255 holding.
  • Lindbrook Capital first reported a position in Phillips Edison & Co in Q2 2023 and has held it in 6 quarters since.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.