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Orion Portfolio Solutions’s Phillips Edison & Co PECO Stock Holding History

Orion Portfolio Solutions’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 		$1.07M Sell
29,392
-1,830
-6% -$66.1K 0.01% 1050
2024
Q4 		$1.17M Sell
31,222
-3,413
-10% -$130K 0.01% 961
2024
Q3 		$1.31M Buy
34,635
+3,902
+13% +$139K 0.01% 906
2024
Q2 		$1.01M Sell
30,733
-17,280
-36% -$564K 0.01% 989
2024
Q1 		$1.72M Buy
48,013
+8,641
+22% +$305K 0.02% 729
2023
Q4 		$1.42M Sell
39,372
-13,380
-25% -$468K 0.02% 786
2023
Q3 		$1.77M Sell
52,752
-7,379
-12% -$255K 0.02% 676
2023
Q2 		$2.05M Sell
60,131
-8,855
-13% -$276K 0.02% 642
2023
Q1 		$2.25M Buy
68,986
+14,523
+27% +$475K 0.03% 542
2022
Q4 		$1.73M Buy
54,463
+3,983
+8% +$122K 0.06% 211
2022
Q3 		$1.42M Buy
50,480
+4,300
+9% +$141K 0.06% 201
2022
Q2 		$1.54M Buy
46,180
+32,325
+233% +$1.1M 0.06% 190
2022
Q1 		$476K Buy
+13,855
New +$455K 0.02% 441

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

Orion Portfolio Solutions's PECO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Phillips Edison & Co (PECO) stake by 5.9% in Q1 2025, selling an estimated $66.1K and leaving 29,392 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1050.

Orion Portfolio Solutions first reported a position in PECO in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.25M in Q1 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Orion Portfolio Solutions held 29,392 shares of Phillips Edison & Co worth $1.07M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,830 Phillips Edison & Co shares in Q1 2025, an estimated $66.1K.
  • Phillips Edison & Co made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1050 holding.
  • Orion Portfolio Solutions first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 13 quarters since.
  • Orion Portfolio Solutions's Phillips Edison & Co position peaked at $2.25M in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.