Simplex Trading’s Phillips Edison & Co PECO Stock Holding History

Simplex Trading’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 Q3	–	Sell	-345	Closed	-$12K	–	9805
2025 Q2	$12K	Sell	345 -108	-24%	-$3.82K	﹤0.01%	7188
2025 Q1	$16K	Buy	+453	New	+$16.4K	﹤0.01%	6760
2024 Q4	–	Sell	-589	Closed	-$22.4K	–	9353
2024 Q3	$22K	Sell	589 -101	-15%	-$3.6K	﹤0.01%	6611
2024 Q2	$22K	Sell	690 -1,930	-74%	-$62.9K	﹤0.01%	6813
2024 Q1	$93K	Buy	+2,620	New	+$92.6K	﹤0.01%	5666
2022 Q4	–	Sell	-58,701	Closed	-$1.8M	–	10115
2022 Q3	$1.65M	Buy	+58,701	New	+$1.93M	﹤0.01%	2136
2022 Q2	–	Sell	-2,274	Closed	-$77.2K	–	10807
2022 Q1	$78K	Buy	+2,274	New	+$74.7K	﹤0.01%	6499

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Simplex Trading's PECO Position: Q3 2025 in Review

Simplex Trading sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 345 shares — an estimated $12K sold.

Simplex Trading first reported a position in PECO in Q1 2022 and held it in 7 quarters. The position peaked at $1.65M in Q3 2022. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

Simplex Trading reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 345 Phillips Edison & Co shares in Q3 2025, an estimated $12K.
Simplex Trading first reported a position in Phillips Edison & Co in Q1 2022 and held it in 7 quarters.
Simplex Trading's Phillips Edison & Co position peaked at $1.65M in Q3 2022.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.