Richard W. Paul & Associates’s Phillips Edison & Co PECO Stock Holding History

Richard W. Paul & Associates’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	-79	Closed	-$2.96K	–	468
2024 Q4	$2.96K	Hold	79	–	–	﹤0.01%	390
2024 Q3	$2.98K	Hold	79	–	–	﹤0.01%	387
2024 Q2	$2.58K	Hold	79	–	–	﹤0.01%	397
2024 Q1	$2.83K	Hold	79	–	–	﹤0.01%	399
2023 Q4	$2.88K	Sell	79 -1,483	-95%	-$51.9K	﹤0.01%	386
2023 Q3	$52.4K	Hold	1,562	–	–	0.02%	201
2023 Q2	$53.2K	Hold	1,562	–	–	0.02%	213
2023 Q1	$50.9K	Hold	1,562	–	–	0.02%	217
2022 Q4	$49.7K	Buy	+1,562	New	+$48K	0.03%	217

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richard W. Paul & Associates's PECO Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 79 shares — an estimated $2.96K sold.

Richard W. Paul & Associates first reported a position in PECO in Q4 2022 and held it in 9 quarters. The position peaked at $53.2K in Q2 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

Richard W. Paul & Associates reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 79 Phillips Edison & Co shares in Q1 2025, an estimated $2.96K.
Richard W. Paul & Associates first reported a position in Phillips Edison & Co in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Phillips Edison & Co position peaked at $53.2K in Q2 2023.
405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.