Susquehanna Fundamental Investments’s Phillips Edison & Co PECO Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-20,524	Closed	-$730K	–	648
2025 Q4	$730K	Sell	20,524 -13,150	-39%	-$456K	0.02%	387
2025 Q3	$1.16M	Sell	33,674 -66,083	-66%	-$2.29M	0.05%	315
2025 Q2	$3.49M	Sell	99,757 -6,458	-6%	-$228K	0.09%	248
2025 Q1	$3.88M	Buy	106,215 +28,239	+36%	+$1.02M	0.05%	376
2024 Q4	$2.92M	Buy	+77,976	New	+$2.97M	0.04%	439
2024 Q2	$884K	Buy	27,036 +20,936	+343%	+$683K	0.02%	580
2024 Q1	$219K	Buy	+6,100	New	+$216K	0.01%	608
2023 Q3	–	Sell	-25,370	Closed	-$865K	–	542
2023 Q2	$865K	Hold	25,370	–	–	0.03%	356
2023 Q1	$828K	Sell	25,370 -5,726	-18%	-$187K	0.02%	563
2022 Q4	$990K	Sell	31,096 -58,939	-65%	-$1.81M	0.02%	655
2022 Q3	$2.52M	Buy	+90,035	New	+$2.96M	0.04%	512

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

Susquehanna Fundamental Investments's PECO Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 20,524 shares — an estimated $730K sold.

Susquehanna Fundamental Investments first reported a position in PECO in Q3 2022 and held it in 11 quarters. The position peaked at $3.88M in Q1 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 20,524 Phillips Edison & Co shares in Q1 2026, an estimated $730K.
Susquehanna Fundamental Investments first reported a position in Phillips Edison & Co in Q3 2022 and held it in 11 quarters.
Susquehanna Fundamental Investments's Phillips Edison & Co position peaked at $3.88M in Q1 2025.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.