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Midwest Financial Group’s Phillips Edison & Co PECO Stock Holding History

Midwest Financial Group’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 		– Sell
-8,658
Closed -$324K – 111
2024
Q4 		$324K Hold
8,658
– – 0.19% 87
2024
Q3 		$326K Sell
8,658
-75
-0.9% -$2.68K 0.19% 85
2024
Q2 		$286K Hold
8,733
– – 0.18% 88
2024
Q1 		$313K Sell
8,733
-1,000
-10% -$35.3K 0.21% 86
2023
Q4 		$355K Sell
9,733
-125
-1% -$4.37K 0.26% 81
2023
Q3 		$331K Sell
9,858
-400
-4% -$13.8K 0.28% 76
2023
Q2 		$350K Sell
10,258
-287
-3% -$8.96K 0.3% 77
2023
Q1 		$344K Buy
+10,545
New +$345K 0.32% 73

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
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

Midwest Financial Group's PECO Position: Q1 2025 in Review

Midwest Financial Group sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 8,658 shares — an estimated $324K sold.

Midwest Financial Group first reported a position in PECO in Q1 2023 and held it in 8 quarters. The position peaked at $355K in Q4 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Midwest Financial Group reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Midwest Financial Group sold 8,658 Phillips Edison & Co shares in Q1 2025, an estimated $324K.
  • Midwest Financial Group first reported a position in Phillips Edison & Co in Q1 2023 and held it in 8 quarters.
  • Midwest Financial Group's Phillips Edison & Co position peaked at $355K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Midwest Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.