Wellington Management Group LLP Phillips Edison & Company, Inc. Transaction History

Wellington Management Group LLP

$545 Billion
Q3 2025

A detailed history of Wellington Management Group LLP transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 5,982,819 shares of PECO stock, worth $207 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,982,819

Previous 7,476,943 19.98%

Holding current value

$207 Million

Previous $262 Million 21.58%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$33.04 - $36.15 $49.4 Million - $54 Million	-1,494,124 Reduced 19.98%	5,982,819 $205 Million
Q2 2025 Aug 14, 2025	BUY	$33.53 - $37.33 $14.5 Million - $16.1 Million	431,238 Added 6.12%	7,476,943 $262 Million
Q1 2025 May 13, 2025	BUY	$34.43 - $37.49 $243 Million - $264 Million	7,045,705 New	7,045,705 $257 Million
Q4 2024 Feb 12, 2025	BUY	$35.96 - $39.8 $5.82 Million - $6.45 Million	161,963 Added 2.2%	7,537,917 $282 Million
Q3 2024 Nov 14, 2024	SELL	$32.1 - $38.93 $9.6 Million - $11.6 Million	-299,097 Reduced 3.9%	7,375,954 $278 Million

Q2 2024 Aug 13, 2024	BUY	$30.93 - $35.07 $3.67 Million - $4.16 Million	118,667 Added 1.57%	7,675,051 $251 Million
Q1 2024 May 15, 2024	BUY	$34.3 - $36.64 $259 Million - $277 Million	7,556,384 New	7,556,384 $271 Million
Q4 2023 Feb 12, 2024	BUY	$32.43 - $37.25 $262 Million - $301 Million	8,083,622 New	8,083,622 $295 Million
Q3 2023 Nov 14, 2023	SELL	$33.1 - $36.16 $34.9 Million - $38.1 Million	-1,052,947 Reduced 11.42%	8,169,084 $274 Million
Q2 2023 Aug 14, 2023	BUY	$28.14 - $34.09 $4.84 Million - $5.87 Million	172,137 Added 1.9%	9,222,031 $314 Million
Q1 2023 May 12, 2023	SELL	$30.04 - $34.47 $5.67 Million - $6.5 Million	-188,612 Reduced 2.04%	9,049,894 $295 Million
Q4 2022 Feb 13, 2023	BUY	$28.0 - $33.27 $6.39 Million - $7.6 Million	228,375 Added 2.53%	9,238,506 $294 Million
Q3 2022 Nov 14, 2022	SELL	$27.33 - $35.13 $1,858 - $2,388	-68 Reduced -0.0%	9,010,131 $253 Million
Q2 2022 Aug 15, 2022	BUY	$31.26 - $36.04 $40.2 Million - $46.3 Million	1,284,722 Added 16.63%	9,010,199 $301 Million
Q1 2022 May 16, 2022	BUY	$30.58 - $35.22 $179 Million - $206 Million	5,856,834 Added 313.43%	7,725,477 $266 Million
Q4 2021 Feb 11, 2022	BUY	$30.14 - $34.22 $12.2 Million - $13.9 Million	404,903 Added 27.66%	1,868,643 $61.7 Million
Q3 2021 Nov 15, 2021	BUY	$7.23 - $31.0 $10.6 Million - $45.4 Million	1,463,740 New	1,463,740 $45 Million

Others Institutions Holding PECO

# of Institutions

447

Shares Held

101M

Call Options Held

22.8K

Put Options Held

View Full List

About Phillips Edison & Company, Inc.

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.04B
Description
Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...

More about PECO

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Wellington Management Group LLP Phillips Edison & Company, Inc. Transaction History