Perpetual Ltd’s Phillips Edison & Co PECO Stock Holding History

Perpetual Ltd’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	-16,630	Closed	-$571K	–	458
2025 Q3	$571K	Buy	16,630 +2,270	+16%	+$78.7K	0.01%	316
2025 Q2	$503K	Sell	14,360 -1,100	-7%	-$38.9K	0.01%	319
2025 Q1	$564K	Hold	15,460	–	–	0.01%	312
2024 Q4	$579K	Buy	15,460 +4,380	+40%	+$167K	0.01%	310
2024 Q3	$418K	Buy	+11,080	New	+$395K	﹤0.01%	344
2023 Q2	–	Sell	-19,090	Closed	-$623K	–	502
2023 Q1	$623K	Buy	+19,090	New	+$625K	0.01%	372

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

Perpetual Ltd's PECO Position: Q4 2025 in Review

Perpetual Ltd sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 16,630 shares — an estimated $571K sold.

Perpetual Ltd first reported a position in PECO in Q1 2023 and held it in 6 quarters. The position peaked at $623K in Q1 2023. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Perpetual Ltd reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Perpetual Ltd sold 16,630 Phillips Edison & Co shares in Q4 2025, an estimated $571K.
Perpetual Ltd first reported a position in Phillips Edison & Co in Q1 2023 and held it in 6 quarters.
Perpetual Ltd's Phillips Edison & Co position peaked at $623K in Q1 2023.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.