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Van Cleef Asset Management’s Phillips Edison & Co PECO Stock Holding History

Van Cleef Asset 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
Q3 		– Sell
-15,700
Closed -$550K – 119
2025
Q2 		$550K Hold
15,700
– – 0.06% 80
2025
Q1 		$573K Hold
15,700
– – 0.06% 78
2024
Q4 		$588K Hold
15,700
– – 0.06% 75
2024
Q3 		$592K Hold
15,700
– – 0.07% 77
2024
Q2 		$514K Sell
15,700
-3,149
-17% -$103K 0.06% 78
2024
Q1 		$676K Hold
18,849
– – 0.09% 69
2023
Q4 		$688K Buy
+18,849
New +$659K 0.1% 65

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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Van Cleef Asset Management's PECO Position: Q3 2025 in Review

Van Cleef Asset Management sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 15,700 shares — an estimated $550K sold.

Van Cleef Asset Management first reported a position in PECO in Q4 2023 and held it in 7 quarters. The position peaked at $688K in Q4 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Van Cleef Asset Management reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Van Cleef Asset Management sold 15,700 Phillips Edison & Co shares in Q3 2025, an estimated $550K.
  • Van Cleef Asset Management first reported a position in Phillips Edison & Co in Q4 2023 and held it in 7 quarters.
  • Van Cleef Asset Management's Phillips Edison & Co position peaked at $688K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Van Cleef Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.