World Equity Group’s Phillips Edison & Co PECO Stock Holding History

World Equity 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	-5,936	Closed	-$204K	–	372
2025 Q3	$204K	Sell	5,936 -357	-6%	-$12.4K	0.05%	340
2025 Q2	$220K	Buy	6,293 +357	+6%	+$12.6K	0.06%	295
2025 Q1	$217K	Sell	5,936 -5,936	-50%	-$214K	0.06%	283
2024 Q4	$445K	Buy	11,872 +5,936	+100%	+$226K	0.1%	206
2024 Q3	$224K	Buy	+5,936	New	+$212K	0.08%	236
2024 Q2	–	Sell	-6,842	Closed	-$245K	–	310
2024 Q1	$245K	Hold	6,842	–	–	0.05%	267
2023 Q4	$250K	Hold	6,842	–	–	0.05%	283
2023 Q3	$229K	Sell	6,842 -656	-9%	-$22.7K	0.05%	299
2023 Q2	$256K	Buy	+7,498	New	+$234K	0.08%	259
2023 Q1	–	Sell	-7,564	Closed	-$241K	–	566
2022 Q4	$241K	Sell	7,564 -771	-9%	-$23.7K	0.06%	296
2022 Q3	$234K	Hold	8,335	–	–	0.06%	286
2022 Q2	$278K	Buy	+8,335	New	+$283K	0.07%	266

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

World Equity Group's PECO Position: Q4 2025 in Review

World Equity Group sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 5,936 shares — an estimated $204K sold.

World Equity Group first reported a position in PECO in Q2 2022 and held it in 12 quarters. The position peaked at $445K in Q4 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

World Equity Group reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
World Equity Group sold 5,936 Phillips Edison & Co shares in Q4 2025, an estimated $204K.
World Equity Group first reported a position in Phillips Edison & Co in Q2 2022 and held it in 12 quarters.
World Equity Group's Phillips Edison & Co position peaked at $445K in Q4 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.