Susquehanna Portfolio Strategies’s Phillips Edison & Co PECO Stock Holding History

Susquehanna Portfolio Strategies’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	$1.68M	Buy	44,890 +3,676	+9%	+$137K	0.03%	533
2025 Q4	$1.47M	Sell	41,214 -18,721	-31%	-$650K	0.02%	569
2025 Q3	$2.06M	Sell	59,935 -14,830	-20%	-$514K	0.03%	512
2025 Q2	$2.62M	Buy	74,765 +66,785	+837%	+$2.36M	0.06%	317
2025 Q1	$291K	Buy	+7,980	New	+$288K	0.13%	100
2024 Q4	–	Sell	-42,813	Closed	-$1.61M	–	245
2024 Q3	$1.61M	Hold	42,813	–	–	0.11%	155
2024 Q2	$1.4M	Sell	42,813 -47,954	-53%	-$1.56M	0.06%	246
2024 Q1	$3.26M	Sell	90,767 -10,449	-10%	-$369K	0.08%	265
2023 Q4	$3.69M	Buy	+101,216	New	+$3.54M	0.07%	329

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 Portfolio Strategies's PECO Position: Q1 2026 in Review

Susquehanna Portfolio Strategies increased its Phillips Edison & Co (PECO) stake by 8.9% in Q1 2026, buying an estimated $137K and bringing the position to 44,890 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #533.

Susquehanna Portfolio Strategies first reported a position in PECO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.69M in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Susquehanna Portfolio Strategies held 44,890 shares of Phillips Edison & Co worth $1.68M as of Q1 2026.
Susquehanna Portfolio Strategies bought 3,676 Phillips Edison & Co shares in Q1 2026, an estimated $137K.
Phillips Edison & Co made up 0.03% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #533 holding.
Susquehanna Portfolio Strategies first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 9 quarters since.
Susquehanna Portfolio Strategies's Phillips Edison & Co position peaked at $3.69M in Q4 2023.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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