AG
PECO icon

Algert Global’s Phillips Edison & Co PECO Stock Holding History

Algert Global’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
2026
Q1 		$11M Buy
292,900
+44,380
+18% +$1.65M 0.16% 182
2025
Q4 		$8.84M Buy
248,520
+219,080
+744% +$7.6M 0.14% 248
2025
Q3 		$1.01M Buy
+29,440
New +$1.02M 0.02% 831
2024
Q3 		– Sell
-12,309
Closed -$403K – 1485
2024
Q2 		$403K Buy
+12,309
New +$401K 0.01% 993

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Algert Global's PECO Position: Q1 2026 in Review

Algert Global increased its Phillips Edison & Co (PECO) stake by 18% in Q1 2026, buying an estimated $1.65M and bringing the position to 292,900 shares worth $11M. The position accounts for 0.16% of the portfolio, ranked #182.

Algert Global first reported a position in PECO in Q2 2024 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Algert Global held 292,900 shares of Phillips Edison & Co worth $11M as of Q1 2026.
  • Algert Global bought 44,380 Phillips Edison & Co shares in Q1 2026, an estimated $1.65M.
  • Phillips Edison & Co made up 0.16% of Algert Global's portfolio in Q1 2026, its #182 holding.
  • Algert Global first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.