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Aspen Grove Capital’s Phillips Edison & Co PECO Stock Holding History

Aspen Grove Capital’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 		$399K Buy
9,556
+79
+0.8% +$3.16K 0.06% 129
2026
Q1 		$356K Buy
9,477
+83
+0.9% +$3.08K 0.07% 123
2025
Q4 		$335K Buy
9,394
+89
+1% +$3.09K 0.06% 128
2025
Q3 		$320K Buy
9,305
+54
+0.6% +$1.87K 0.05% 136
2025
Q2 		$325K Hold
9,251
– – 0.06% 156
2025
Q1 		$339K Hold
9,251
– – 0.07% 146
2024
Q4 		$347K Hold
9,251
– – 0.07% 129
2024
Q3 		$350K Hold
9,251
– – 0.08% 132
2024
Q2 		$304K Sell
9,251
-25
-0.3% -$815 0.07% 148
2024
Q1 		$333K Buy
+9,276
New +$328K 0.09% 130

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

Aspen Grove Capital's PECO Position: Q2 2026 in Review

Aspen Grove Capital increased its Phillips Edison & Co (PECO) stake by 0.83% in Q2 2026, buying an estimated $3.16K and bringing the position to 9,556 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #129.

Aspen Grove Capital first reported a position in PECO in Q1 2024 and has held it in 10 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Aspen Grove Capital held 9,556 shares of Phillips Edison & Co worth $399K as of Q2 2026.
  • Aspen Grove Capital bought 79 Phillips Edison & Co shares in Q2 2026, an estimated $3.16K.
  • Phillips Edison & Co made up 0.06% of Aspen Grove Capital's portfolio in Q2 2026, its #129 holding.
  • Aspen Grove Capital first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 10 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.