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B&I Capital’s Phillips Edison & Co PECO Stock Holding History

B&I 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 		$1.46M Sell
35,068
-242,863
-87% -$9.7M 3.22% 11
2026
Q1 		$10.4M Hold
277,931
– – 3.54% 12
2025
Q4 		$9.89M Buy
277,931
+46,100
+20% +$1.6M 3.52% 10
2025
Q3 		$7.96M Buy
231,831
+4,536
+2% +$157K 2.76% 12
2025
Q2 		$7.96M Sell
227,295
-12,750
-5% -$451K 2.71% 13
2025
Q1 		$8.76M Sell
240,045
-19,000
-7% -$686K 2.85% 13
2024
Q4 		$9.7M Buy
259,045
+46,500
+22% +$1.77M 3.16% 13
2024
Q3 		$8.02M Sell
212,545
-10,250
-5% -$366K 2.32% 19
2024
Q2 		$7.29M Hold
222,795
– – 2.33% 18
2024
Q1 		$7.99M Hold
222,795
– – 2.53% 18
2023
Q4 		$8.13M Buy
222,795
+7,300
+3% +$255K 2.56% 16
2023
Q3 		$7.23M Buy
215,495
+6,100
+3% +$211K 2.61% 16
2023
Q2 		$7.14M Sell
209,395
-19,470
-9% -$608K 2.38% 17
2023
Q1 		$7.47M Sell
228,865
-10,400
-4% -$340K 2.47% 17
2022
Q4 		$7.62M Sell
239,265
-205,250
-46% -$6.31M 2.67% 15
2022
Q3 		$12.5M Sell
444,515
-2,600
-0.6% -$85.5K 4.92% 7
2022
Q2 		$14.9M Sell
447,115
-109,380
-20% -$3.71M 4.83% 6
2022
Q1 		$19.1M Sell
556,495
-192,437
-26% -$6.32M 5.01% 7
2021
Q4 		$24.7M Buy
748,932
+500,232
+201% +$16M 5.89% 3
2021
Q3 		$7.64M Buy
+248,700
New +$7.3M 2.04% 29

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

B&I Capital's PECO Position: Q2 2026 in Review

B&I Capital reduced its Phillips Edison & Co (PECO) stake by 87% in Q2 2026, selling an estimated $9.7M and leaving 35,068 shares worth $1.46M. The position accounts for 3.22% of the portfolio, ranked #11.

B&I Capital first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $24.7M in Q4 2021. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • B&I Capital held 35,068 shares of Phillips Edison & Co worth $1.46M as of Q2 2026.
  • B&I Capital sold 242,863 Phillips Edison & Co shares in Q2 2026, an estimated $9.7M.
  • Phillips Edison & Co made up 3.22% of B&I Capital's portfolio in Q2 2026, its #11 holding.
  • B&I Capital first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • B&I Capital's Phillips Edison & Co position peaked at $24.7M in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on B&I Capital's 13F filing for Q2 2026, filed 11 Aug 2026.