Wellington Management Group’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262M | Buy |
7,476,943
+431,238
| +6% | +$15.1M | 0.05% | 303 |
|
|
2025
Q1 | $257M | Sell |
7,045,705
-492,212
| -7% | -$18M | 0.05% | 288 |
|
|
2024
Q4 | $282M | Buy |
7,537,917
+161,963
| +2% | +$6.07M | 0.05% | 287 |
|
|
2024
Q3 | $278M | Sell |
7,375,954
-299,097
| -4% | -$11.3M | 0.05% | 319 |
|
|
2024
Q2 | $251M | Buy |
7,675,051
+118,667
| +2% | +$3.88M | 0.04% | 331 |
|
|
2024
Q1 | $271M | Sell |
7,556,384
-527,238
| -7% | -$18.9M | 0.05% | 334 |
|
|
2023
Q4 | $295M | Sell |
8,083,622
-85,462
| -1% | -$3.12M | 0.06% | 307 |
|
|
2023
Q3 | $274M | Sell |
8,169,084
-1,052,947
| -11% | -$35.3M | 0.05% | 303 |
|
|
2023
Q2 | $314M | Buy |
9,222,031
+172,137
| +2% | +$5.87M | 0.06% | 291 |
|
|
2023
Q1 | $295M | Sell |
9,049,894
-188,612
| -2% | -$6.15M | 0.06% | 305 |
|
|
2022
Q4 | $294M | Buy |
9,238,506
+228,375
| +3% | +$7.27M | 0.06% | 305 |
|
|
2022
Q3 | $253M | Sell |
9,010,131
-68
| -0% | -$1.91K | 0.05% | 311 |
|
|
2022
Q2 | $301M | Buy |
9,010,199
+1,284,722
| +17% | +$42.9M | 0.06% | 277 |
|
|
2022
Q1 | $266M | Buy |
7,725,477
+5,856,834
| +313% | +$201M | 0.05% | 348 |
|
|
2021
Q4 | $61.7M | Buy |
1,868,643
+404,903
| +28% | +$13.4M | 0.01% | 769 |
|
|
2021
Q3 | $45M | Buy |
+1,463,740
| New | +$45M | 0.01% | 844 |
|