PECO PHILLIPS EDISON & CO INC

Ownership history in B&I Capital AG  ·  18 quarters on record

AI Ownership Summary

B&I Capital AG reported PHILLIPS EDISON & CO INC (PECO) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.52% in 2025 Q4. The latest visible filing shows PECO at 3.52% 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 B&I Capital AG'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 Q4

PECO was reported at 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.52% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 B&I Capital AG held PECO — position size vs. price
% of Fund (quarterly)    PECO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 277,931 +46,100 +19.9% 3.52% $9.9M 2026-02-14 (Est.) $37.98
2025 Q3 ADDED 231,831 +4,536 +2.0% 2.76% $8.0M 2025-11-04 $33.53
2025 Q2 REDUCED 227,295 -12,750 -5.3% 2.71% $8.0M 2025-08-13 $33.25
2025 Q1 REDUCED 240,045 -19,000 -7.3% 2.85% $8.8M 2025-05-06 $34.26
2024 Q4 ADDED 259,045 +46,500 +21.9% 3.16% $9.7M 2025-02-06 $35.12
2024 Q3 REDUCED 212,545 -10,250 -4.6% 2.32% $8.0M 2024-10-29 $35.34
2024 Q2 UNCHANGED 222,795 0% 2.33% $7.3M 2024-08-07 $32.65
2024 Q1 UNCHANGED 222,795 0% 2.53% $8.0M 2024-04-23 $31.32
2023 Q4 ADDED 222,795 +7,300 +3.4% 2.56% $8.1M 2024-01-29 $32.79
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About B&I Capital AG and PECO

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

How long has B&I Capital AG reported owning PECO?

B&I Capital AG reported PECO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PECO position in B&I Capital AG's portfolio?

The largest reported portfolio weight for PECO was 3.52% in 2025 Q4.

What is the latest reported PECO position on this page?

The most recent filing on this page is 2025 Q4, when B&I Capital AG reported 277,931 shares, equal to 3.52% of portfolio, with an estimated market value of $9.9M.

What does the chart on this PECO ownership page compare?

The chart compares B&I Capital AG'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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