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Smart Money Group’s Phillips Edison & Co PECO Stock Holding History

Smart Money Group’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
-13,092
Closed -$490K – 92
2024
Q4 		$490K Buy
13,092
+69
+0.5% +$2.63K 0.17% 79
2024
Q3 		$492K Sell
13,023
-59
-0.5% -$2.1K 0.18% 76
2024
Q2 		$459K Sell
13,082
-926
-7% -$30.2K 0.16% 75
2024
Q1 		$458K Buy
14,008
+154
+1% +$5.44K 0.18% 67
2023
Q4 		$505K Buy
13,854
+117
+0.9% +$4.09K 0.22% 51
2023
Q3 		$461K Buy
13,737
+111
+0.8% +$3.84K 0.22% 51
2023
Q2 		$464K Sell
13,626
-172
-1% -$5.37K 0.22% 45
2023
Q1 		$435K Sell
13,798
-507
-4% -$16.6K 0.22% 38
2022
Q4 		$455K Buy
14,305
+129
+0.9% +$3.97K 0.24% 35
2022
Q3 		$398K Buy
14,176
+113
+0.8% +$3.71K 0.27% 34
2022
Q2 		$470K Buy
14,063
+2,780
+25% +$94.4K 0.33% 36
2022
Q1 		$388K Buy
+11,283
New +$370K 0.26% 45

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smart Money Group's PECO Position: Q1 2025 in Review

Smart Money Group sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 13,092 shares — an estimated $490K sold.

Smart Money Group first reported a position in PECO in Q1 2022 and held it in 12 quarters. The position peaked at $505K in Q4 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Smart Money Group reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 13,092 Phillips Edison & Co shares in Q1 2025, an estimated $490K.
  • Smart Money Group first reported a position in Phillips Edison & Co in Q1 2022 and held it in 12 quarters.
  • Smart Money Group's Phillips Edison & Co position peaked at $505K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.