Beacon Capital Management Inc (Ohio)’s Phillips Edison & Co PECO Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$34.9K	Hold	933	–	–	﹤0.01%	77
2025 Q4	$33.2K	Sell	933 -2,082	-69%	-$72.3K	﹤0.01%	70
2025 Q3	$104K	Hold	3,015	–	–	﹤0.01%	58
2025 Q2	$106K	Buy	+3,015	New	+$107K	0.01%	43
2024 Q1	–	Sell	-3,015	Closed	-$110K	–	47
2023 Q4	$110K	Hold	3,015	–	–	﹤0.01%	31
2023 Q3	$101K	Hold	3,015	–	–	﹤0.01%	27
2023 Q2	$103K	Hold	3,015	–	–	﹤0.01%	28
2023 Q1	$98.3K	Hold	3,015	–	–	﹤0.01%	27
2022 Q4	$96K	Hold	3,015	–	–	﹤0.01%	31
2022 Q3	$85K	Hold	3,015	–	–	﹤0.01%	34
2022 Q2	$101K	Hold	3,015	–	–	﹤0.01%	33
2022 Q1	$104K	Buy	+3,015	New	+$99K	﹤0.01%	34

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s PECO Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 933 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Beacon Capital Management Inc (Ohio) first reported a position in PECO in Q1 2022 and has held it in 12 quarters since. The position peaked at $110K in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 933 shares of Phillips Edison & Co worth $34.9K as of Q1 2026.
Beacon Capital Management Inc (Ohio) left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #77 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 12 quarters since.
Beacon Capital Management Inc (Ohio)'s Phillips Edison & Co position peaked at $110K in Q4 2023.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.