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V-Square Quantitative Management’s Phillips Edison & Co PECO Stock Holding History

V-Square Quantitative 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
Q2 		– Sell
-749
Closed -$27.3K – 703
2025
Q1 		$27.3K Hold
749
– – ﹤0.01% 652
2024
Q4 		$28.1K Hold
749
– – ﹤0.01% 642
2024
Q3 		$28.2K Buy
+749
New +$26.7K ﹤0.01% 633
2023
Q3 		– Sell
-260
Closed -$8.86K – 564
2023
Q2 		$8.86K Buy
+260
New +$8.12K 0.01% 453

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

V-Square Quantitative Management's PECO Position: Q2 2025 in Review

V-Square Quantitative Management sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 749 shares — an estimated $27.3K sold.

V-Square Quantitative Management first reported a position in PECO in Q2 2023 and held it in 4 quarters. The position peaked at $28.2K in Q3 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • V-Square Quantitative Management reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
  • V-Square Quantitative Management sold 749 Phillips Edison & Co shares in Q2 2025, an estimated $27.3K.
  • V-Square Quantitative Management first reported a position in Phillips Edison & Co in Q2 2023 and held it in 4 quarters.
  • V-Square Quantitative Management's Phillips Edison & Co position peaked at $28.2K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on V-Square Quantitative Management's 13F filing for Q2 2025, filed 17 Jul 2025.