PECO β€” PHILLIPS EDISON & CO INC

Ownership history in AEW CAPITAL MANAGEMENT L P  Β·  6 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported PHILLIPS EDISON & CO INC (PECO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 1.14% in 2024 Q4. The latest visible filing shows PECO at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PECO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEW CAPITAL MANAGEMENT L P's position in PHILLIPS EDISON & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PECO was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AEW CAPITAL MANAGEMENT L P held PECO β€” position size vs. price
% of Fund (quarterly)    PECO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 249,810 -253,739 -50.4% 0.48% $8.6M 2025-11-10 $34.32
2025 Q2 REDUCED 503,549 -71,270 -12.4% 0.93% $17.6M 2025-08-06 $32.83
2025 Q1 REDUCED 574,819 -53,070 -8.5% 1.03% $21.0M 2025-05-14 $34.07
2024 Q4 ADDED 627,889 +200,819 +47.0% 1.14% $23.5M 2025-02-05 $35.26
2024 Q3 REDUCED 427,070 -87,510 -17.0% 0.69% $16.1M 2024-11-14 $36.75
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About AEW CAPITAL MANAGEMENT L P and PECO

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEW CAPITAL MANAGEMENT L P reported owning PECO?

AEW CAPITAL MANAGEMENT L P reported PECO across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PECO position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for PECO was 1.14% in 2024 Q4.

What is the latest reported PECO position on this page?

The most recent filing on this page is 2025 Q3, when AEW CAPITAL MANAGEMENT L P reported 249,810 shares, equal to 0.48% of portfolio, with an estimated market value of $8.6M.

What does the chart on this PECO ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P's quarterly PECO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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