Massachusetts Financial Services
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Massachusetts Financial Services’s Phillips Edison & Co PECO Stock Holding History

Massachusetts Financial Services’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
-1,026,115
Closed -$35.9M – 901
2025
Q2 		$35.9M Sell
1,026,115
-51,257
-5% -$1.81M 0.01% 529
2025
Q1 		$39.3M Sell
1,077,372
-26,119
-2% -$944K 0.01% 494
2024
Q4 		$41.3M Sell
1,103,491
-5,225
-0.5% -$199K 0.01% 488
2024
Q3 		$41.8M Buy
1,108,716
+56,897
+5% +$2.03M 0.01% 492
2024
Q2 		$34.4M Sell
1,051,819
-2,009,935
-66% -$65.5M 0.01% 518
2024
Q1 		$110M Sell
3,061,754
-25,460
-0.8% -$900K 0.03% 369
2023
Q4 		$113M Sell
3,087,214
-2,120,403
-41% -$74.2M 0.04% 361
2023
Q3 		$175M Buy
5,207,617
+99,383
+2% +$3.44M 0.06% 257
2023
Q2 		$174M Sell
5,108,234
-818,072
-14% -$25.5M 0.06% 271
2023
Q1 		$193M Buy
5,926,306
+19,243
+0.3% +$630K 0.07% 248
2022
Q4 		$188M Buy
5,907,063
+18,477
+0.3% +$568K 0.07% 246
2022
Q3 		$165M Buy
5,888,586
+296,336
+5% +$9.74M 0.06% 257
2022
Q2 		$187M Buy
5,592,250
+1,176,159
+27% +$39.9M 0.06% 255
2022
Q1 		$152M Buy
4,416,091
+1,639,482
+59% +$53.8M 0.05% 316
2021
Q4 		$91.7M Buy
2,776,609
+179,637
+7% +$5.76M 0.03% 409
2021
Q3 		$79.8M Buy
+2,596,972
New +$76.2M 0.02% 421

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

Massachusetts Financial Services's PECO Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 1,026,115 shares — an estimated $35.9M sold.

Massachusetts Financial Services first reported a position in PECO in Q3 2021 and held it in 16 quarters. The position peaked at $193M in Q1 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,026,115 Phillips Edison & Co shares in Q3 2025, an estimated $35.9M.
  • Massachusetts Financial Services first reported a position in Phillips Edison & Co in Q3 2021 and held it in 16 quarters.
  • Massachusetts Financial Services's Phillips Edison & Co position peaked at $193M in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.