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	$18.7K	Hold	500	–	–	﹤0.01%	6830
2025 Q4	$17.8K	Sell	500 -200	-29%	-$6.94K	﹤0.01%	6582
2025 Q3	$24K	Hold	700	–	–	﹤0.01%	7187
2025 Q2	$24K	Hold	700	–	–	﹤0.01%	6618
2025 Q1	$25K	Buy	+700	New	+$25.3K	﹤0.01%	6404
2024 Q2	–	Sell	-300	Closed	-$10K	–	9563
2024 Q1	$10K	Hold	300	–	–	﹤0.01%	7615
2023 Q4	$10K	Buy	+300	New	+$10.5K	﹤0.01%	7441
2023 Q3	–	Sell	-1,400	Closed	-$47K	–	9531
2023 Q2	$47K	Sell	1,400 -600	-30%	-$18.7K	﹤0.01%	5915
2023 Q1	$65K	Hold	2,000	–	–	﹤0.01%	5631
2022 Q4	$63K	Sell	2,000 -87,400	-98%	-$2.69M	﹤0.01%	5587
2022 Q3	$2.51M	Buy	89,400 +77,700	+664%	+$2.55M	﹤0.01%	1765
2022 Q2	$390K	Buy	11,700 +4,800	+70%	+$163K	﹤0.01%	3761
2022 Q1	$237K	Buy	+6,900	New	+$227K	﹤0.01%	4910

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.