Westwood Holdings Group’s Phillips Edison & Co PECO Stock Holding History

Westwood Holdings Group’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	-140,416	Closed	-$4.82M	–	507
2025 Q3	$4.82M	Buy	+140,416	New	+$4.87M	0.03%	283
2025 Q1	–	Sell	-19,500	Closed	-$730K	–	496
2024 Q4	$730K	Hold	19,500	–	–	0.01%	392
2024 Q3	$735K	Sell	19,500 -120,000	-86%	-$4.28M	﹤0.01%	378
2024 Q2	$4.56M	Hold	139,500	–	–	0.02%	291
2024 Q1	$5M	Sell	139,500 -16,500	-11%	-$583K	0.04%	259
2023 Q4	$5.69M	Hold	156,000	–	–	0.05%	248
2023 Q3	$5.23M	Hold	156,000	–	–	0.05%	243
2023 Q2	$5.32M	Hold	156,000	–	–	0.05%	247
2023 Q1	$5.09M	Buy	156,000 +76,000	+95%	+$2.49M	0.05%	248
2022 Q4	$2.55M	Buy	+80,000	New	+$2.46M	0.02%	287

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westwood Holdings Group's PECO Position: Q4 2025 in Review

Westwood Holdings Group sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 140,416 shares — an estimated $4.82M sold.

Westwood Holdings Group first reported a position in PECO in Q4 2022 and held it in 10 quarters. The position peaked at $5.69M in Q4 2023. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Westwood Holdings Group reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Westwood Holdings Group sold 140,416 Phillips Edison & Co shares in Q4 2025, an estimated $4.82M.
Westwood Holdings Group first reported a position in Phillips Edison & Co in Q4 2022 and held it in 10 quarters.
Westwood Holdings Group's Phillips Edison & Co position peaked at $5.69M in Q4 2023.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.