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TwinBeech Capital’s Phillips Edison & Co PECO Stock Holding History

TwinBeech Capital’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
-20,597
Closed -$772K – 901
2024
Q4 		$772K Sell
20,597
-25,371
-55% -$966K 0.01% 405
2024
Q3 		$1.73M Buy
+45,968
New +$1.64M 0.03% 425
2024
Q1 		– Sell
-41,856
Closed -$1.53M – 783
2023
Q4 		$1.53M Buy
+41,856
New +$1.46M 0.02% 440
2023
Q2 		– Sell
-36,836
Closed -$1.2M – 799
2023
Q1 		$1.2M Buy
+36,836
New +$1.21M 0.02% 433
2022
Q4 		– Sell
-43,119
Closed -$1.21M – 878
2022
Q3 		$1.21M Buy
+43,119
New +$1.42M 0.03% 421

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

TwinBeech Capital's PECO Position: Q1 2025 in Review

TwinBeech Capital sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 20,597 shares — an estimated $772K sold.

TwinBeech Capital first reported a position in PECO in Q3 2022 and held it in 5 quarters. The position peaked at $1.73M in Q3 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • TwinBeech Capital reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • TwinBeech Capital sold 20,597 Phillips Edison & Co shares in Q1 2025, an estimated $772K.
  • TwinBeech Capital first reported a position in Phillips Edison & Co in Q3 2022 and held it in 5 quarters.
  • TwinBeech Capital's Phillips Edison & Co position peaked at $1.73M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.