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Tortoise Investment Management’s Phillips Edison & Co PECO Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-1
Closed -$34 – 1095
2025
Q3 		$34 Buy
+1
New +$35 ﹤0.01% 1529

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's PECO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 1 share — an estimated $34 sold.

Tortoise Investment Management first reported a position in PECO in Q3 2025 and held it in 1 quarter. The position peaked at $34 in Q3 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Tortoise Investment Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Phillips Edison & Co share in Q4 2025, an estimated $34.
  • Tortoise Investment Management first reported a position in Phillips Edison & Co in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Phillips Edison & Co position peaked at $34 in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.