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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
Q2 		$15.4M Buy
369,750
+76,850
+26% +$3.07M 0.18% 148
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% 832
2024
Q3 		– Sell
-12,309
Closed -$403K – 1483
2024
Q2 		$403K Buy
+12,309
New +$401K 0.01% 994

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Algert Global's PECO Position: Q2 2026 in Review

Algert Global increased its Phillips Edison & Co (PECO) stake by 26% in Q2 2026, buying an estimated $3.07M and bringing the position to 369,750 shares worth $15.4M. The position accounts for 0.18% of the portfolio, ranked #148.

Algert Global first reported a position in PECO in Q2 2024 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Algert Global held 369,750 shares of Phillips Edison & Co worth $15.4M as of Q2 2026.
  • Algert Global bought 76,850 Phillips Edison & Co shares in Q2 2026, an estimated $3.07M.
  • Phillips Edison & Co made up 0.18% of Algert Global's portfolio in Q2 2026, its #148 holding.
  • Algert Global first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.