PECO — PHILLIPS EDISON & CO INC

Ownership history in INCEPTIONR LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in PHILLIPS EDISON & CO INC (PECO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.36% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,441 +17,801 +95.5% 0.36% $1.3M $35.26
2025 Q3 REDUCED 18,640 -94 -0.5% 0.15% $640K $33.71
2025 Q2 INITIATED 18,734 — — 0.15% $656K $34.09
% of Fund (quarterly)    PECO price (monthly, adj. close)

Other funds also holding PECO

As of 2025 Q4 — sorted by position size

B&I Capital AG 3Y 3.52% Engineers Gate Manager LP 3Y 7Y 0.92% Vert Asset Management LLC 3Y 0.72% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.72% CERTIOR FINANCIAL GROUP, LLC 0.61% Neo Ivy Capital Management 3Y 7Y 0.58% Odyssean, LLC 0.53% Accel Wealth Management 3Y 0.36% Outlook Wealth Advisors, LLC 3Y 7Y 0.34% Ducere Wealth Management LLC 0.3%
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