Longboard Asset Management’s Phillips Edison & Co PECO Stock Holding History

Longboard Asset 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 Q4	–	Sell	-9,055	Closed	-$311K	–	201
2025 Q3	$311K	Hold	9,055	–	–	0.5%	11
2025 Q2	$317K	Buy	+9,055	New	+$320K	0.79%	4

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

Longboard Asset Management's PECO Position: Q4 2025 in Review

Longboard Asset Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 9,055 shares — an estimated $311K sold.

Longboard Asset Management first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $317K in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Longboard Asset Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Longboard Asset Management sold 9,055 Phillips Edison & Co shares in Q4 2025, an estimated $311K.
Longboard Asset Management first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
Longboard Asset Management's Phillips Edison & Co position peaked at $317K in Q2 2025.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.