North Capital’s Phillips Edison & Co PECO Stock Holding History

North Capital’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	-217	Closed	-$7.45K	–	518
2025 Q3	$7.45K	Hold	217	–	–	0.01%	412
2025 Q2	$7.6K	Hold	217	–	–	0.01%	402
2025 Q1	$7.92K	Buy	+217	New	+$7.84K	0.01%	392

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

North Capital's PECO Position: Q4 2025 in Review

North Capital sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 217 shares — an estimated $7.45K sold.

North Capital first reported a position in PECO in Q1 2025 and held it in 3 quarters. The position peaked at $7.92K in Q1 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

North Capital reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
North Capital sold 217 Phillips Edison & Co shares in Q4 2025, an estimated $7.45K.
North Capital first reported a position in Phillips Edison & Co in Q1 2025 and held it in 3 quarters.
North Capital's Phillips Edison & Co position peaked at $7.92K in Q1 2025.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.