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Beacon Capital Management LLC (Tennessee)’s Phillips Edison & Co PECO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$316K Sell
7,590
-1,688
-18% -$67.4K 0.05% 130
2026
Q1 		$347K Sell
9,278
-381
-4% -$14.2K 0.06% 120
2025
Q4 		$344K Sell
9,659
-1,080
-10% -$37.5K 0.05% 110
2025
Q3 		$369K Sell
10,739
-1,114
-9% -$38.6K 0.05% 90
2025
Q2 		$415K Sell
11,853
-1,306
-10% -$46.2K 0.06% 78
2025
Q1 		$480K Sell
13,159
-1,294
-9% -$46.7K 0.06% 62
2024
Q4 		$541K Sell
14,453
-862
-6% -$32.8K 0.07% 55
2024
Q3 		$578K Sell
15,315
-3,045
-17% -$109K 0.08% 50
2024
Q2 		$601K Sell
18,360
-1,697
-8% -$55.3K 0.11% 44
2024
Q1 		$719K Sell
20,057
-2,675
-12% -$94.5K 0.15% 36
2023
Q4 		$762K Sell
22,732
-3,019
-12% -$106K 0.21% 32
2023
Q3 		$878K Hold
25,751
– – 0.23% 29
2023
Q2 		$878K Buy
25,751
+445
+2% +$13.9K 0.23% 29
2023
Q1 		$825K Sell
25,306
-3,538
-12% -$116K 0.24% 31
2022
Q4 		$918K Sell
28,844
-9,831
-25% -$302K 0.31% 26
2022
Q3 		$1.29M Sell
38,675
-15,870
-29% -$522K 0.43% 23
2022
Q2 		$1.88M Sell
54,545
-1,837
-3% -$62.4K 0.46% 22
2022
Q1 		$1.94M Buy
+56,382
New +$1.85M 0.46% 22

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

Beacon Capital Management LLC (Tennessee)'s PECO Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Phillips Edison & Co (PECO) stake by 18% in Q2 2026, selling an estimated $67.4K and leaving 7,590 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #130.

Beacon Capital Management LLC (Tennessee) first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.94M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 7,590 shares of Phillips Edison & Co worth $316K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 1,688 Phillips Edison & Co shares in Q2 2026, an estimated $67.4K.
  • Phillips Edison & Co made up 0.05% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #130 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Phillips Edison & Co position peaked at $1.94M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.