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Belpointe Asset Management’s Phillips Edison & Co PECO Stock Holding History

Belpointe Asset Management’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 		$237K Hold
5,704
– – 0.01% 987
2026
Q1 		$213K Sell
5,704
-200
-3% -$7.43K 0.01% 986
2025
Q4 		$210K Hold
5,904
– – 0.01% 958
2025
Q3 		$203K Buy
+5,904
New +$205K 0.01% 932
2025
Q1 		– Sell
-6,145
Closed -$227K – 1008
2024
Q4 		$227K Sell
6,145
-544
-8% -$20.7K 0.01% 765
2024
Q3 		$252K Hold
6,689
– – 0.02% 722
2024
Q2 		$219K Hold
6,689
– – 0.02% 698
2024
Q1 		$240K Hold
6,689
– – 0.02% 684
2023
Q4 		$244K Sell
6,689
-27,440
-80% -$960K 0.02% 603
2023
Q3 		$1.14M Sell
34,129
-1,755
-5% -$60.7K 0.12% 173
2023
Q2 		$1.22M Sell
35,884
-5,208
-13% -$163K 0.13% 150
2023
Q1 		$1.34M Buy
41,092
+1,631
+4% +$53.4K 0.07% 274
2022
Q4 		$1.26M Buy
39,461
+759
+2% +$23.3K 0.08% 267
2022
Q3 		$1.08M Sell
38,702
-5,685
-13% -$187K 0.07% 274
2022
Q2 		$1.48M Sell
44,387
-94
-0.2% -$3.19K 0.1% 216
2022
Q1 		$1.53M Buy
+44,481
New +$1.46M 0.09% 231

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

Belpointe Asset Management's PECO Position: Q2 2026 in Review

Belpointe Asset Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 5,704 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #987.

Belpointe Asset Management first reported a position in PECO in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2022. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Belpointe Asset Management held 5,704 shares of Phillips Edison & Co worth $237K as of Q2 2026.
  • Belpointe Asset Management left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #987 holding.
  • Belpointe Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 16 quarters since.
  • Belpointe Asset Management's Phillips Edison & Co position peaked at $1.53M in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.