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MassMutual Private Wealth & Trust’s Phillips Edison & Co PECO Stock Holding History

MassMutual Private Wealth & Trust’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
-1,360
Closed -$47.6K – 2436
2025
Q2 		$47.6K Hold
1,360
– – ﹤0.01% 800
2025
Q1 		$49.6K Buy
1,360
+602
+79% +$21.7K ﹤0.01% 735
2024
Q4 		$28.4K Hold
758
– – ﹤0.01% 893
2024
Q3 		$28.6K Sell
758
-180
-19% -$6.42K ﹤0.01% 816
2024
Q2 		$30.7K Sell
938
-1,168
-55% -$38.1K ﹤0.01% 755
2024
Q1 		$75.5K Buy
+2,106
New +$74.4K ﹤0.01% 527
2022
Q2 		– Sell
-2,261
Closed -$78K – 1661
2022
Q1 		$78K Buy
+2,261
New +$74.2K ﹤0.01% 415

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

MassMutual Private Wealth & Trust's PECO Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 1,360 shares — an estimated $47.6K sold.

MassMutual Private Wealth & Trust first reported a position in PECO in Q1 2022 and held it in 7 quarters. The position peaked at $78K in Q1 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,360 Phillips Edison & Co shares in Q3 2025, an estimated $47.6K.
  • MassMutual Private Wealth & Trust first reported a position in Phillips Edison & Co in Q1 2022 and held it in 7 quarters.
  • MassMutual Private Wealth & Trust's Phillips Edison & Co position peaked at $78K in Q1 2022.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.