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Neo Ivy Capital Management’s Phillips Edison & Co PECO Stock Holding History

Neo Ivy Capital 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
2026
Q1 		– Sell
-102,500
Closed -$3.65M – 462
2025
Q4 		$3.65M Buy
+102,500
New +$3.56M 0.58% 65
2025
Q3 		– Sell
-16,659
Closed -$584K – 502
2025
Q2 		$584K Buy
+16,659
New +$589K 0.19% 179

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neo Ivy Capital Management's PECO Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 102,500 shares — an estimated $3.65M sold.

Neo Ivy Capital Management first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $3.65M in Q4 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 102,500 Phillips Edison & Co shares in Q1 2026, an estimated $3.65M.
  • Neo Ivy Capital Management first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
  • Neo Ivy Capital Management's Phillips Edison & Co position peaked at $3.65M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.