Simplex Trading
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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
2026
Q1 		$153K Buy
4,100
+2,100
+105% +$78.1K ﹤0.01% 4613
2025
Q4 		$71.1K Sell
2,000
-2,000
-50% -$69.4K ﹤0.01% 5324
2025
Q3 		$137K Buy
4,000
+3,700
+1,233% +$128K ﹤0.01% 5398
2025
Q2 		$10K Buy
+300
New +$10.6K ﹤0.01% 7327
2025
Q1 		– Sell
-100
Closed -$3K – 9374
2024
Q4 		$3K Sell
100
-800
-89% -$30.5K ﹤0.01% 7907
2024
Q3 		$33K Buy
900
+200
+29% +$7.14K ﹤0.01% 6276
2024
Q2 		$22K Buy
+700
New +$22.8K ﹤0.01% 6812
2024
Q1 		– Sell
-11,800
Closed -$430K – 9603
2023
Q4 		$430K Buy
11,800
+8,400
+247% +$294K ﹤0.01% 3858
2023
Q3 		$114K Sell
3,400
-29,600
-90% -$1.02M ﹤0.01% 4957
2023
Q2 		$1.12M Buy
33,000
+12,100
+58% +$378K ﹤0.01% 2494
2023
Q1 		$681K Buy
20,900
+6,500
+45% +$213K ﹤0.01% 2957
2022
Q4 		$458K Buy
14,400
+2,100
+17% +$64.6K ﹤0.01% 3244
2022
Q3 		$345K Sell
12,300
-34,100
-73% -$1.12M ﹤0.01% 3909
2022
Q2 		$1.55M Buy
46,400
+28,400
+158% +$964K ﹤0.01% 2140
2022
Q1 		$619K Buy
+18,000
New +$591K ﹤0.01% 3563

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
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.