Blue Trust Inc’s Phillips Edison & Co PECO Stock Holding History

Blue Trust Inc’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	$973	Sell	26 -3,037	-99%	-$113K	﹤0.01%	2263
2025 Q4	$109K	Buy	3,063 +14	+0.5%	+$486	﹤0.01%	1018
2025 Q3	$105K	Hold	3,049	–	–	﹤0.01%	1054
2025 Q2	$107K	Hold	3,049	–	–	﹤0.01%	1020
2025 Q1	$111K	Buy	3,049 +26	+0.9%	+$939	﹤0.01%	945
2024 Q4	$113K	Buy	3,023 +603	+25%	+$23K	﹤0.01%	887
2024 Q3	$79.2K	Buy	2,420 +325	+16%	+$11.6K	﹤0.01%	1344
2024 Q2	$75.1K	Buy	2,095 +1,290	+160%	+$42.1K	﹤0.01%	1079
2024 Q1	$28.9K	Sell	805 -307	-28%	-$10.8K	﹤0.01%	1111
2023 Q4	$37K	Sell	1,112 -307	-22%	-$10.7K	﹤0.01%	1040
2023 Q3	$48K	Hold	1,419	–	–	﹤0.01%	861
2023 Q2	$46K	Buy	1,419 +666	+88%	+$20.8K	﹤0.01%	722
2023 Q1	$24K	Sell	753 -12	-2%	-$393	﹤0.01%	1308
2022 Q4	$21K	Sell	765 -8,161	-91%	-$251K	﹤0.01%	1283
2022 Q3	$298K	Buy	8,926 +13	+0.1%	+$427	0.01%	275
2022 Q2	$307K	Buy	+8,913	New	+$303K	﹤0.01%	258

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

Blue Trust Inc's PECO Position: Q1 2026 in Review

Blue Trust Inc reduced its Phillips Edison & Co (PECO) stake by 99% in Q1 2026, selling an estimated $113K and leaving 26 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Blue Trust Inc first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. The position peaked at $307K in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Blue Trust Inc held 26 shares of Phillips Edison & Co worth $973 as of Q1 2026.
Blue Trust Inc sold 3,037 Phillips Edison & Co shares in Q1 2026, an estimated $113K.
Phillips Edison & Co made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2263 holding.
Blue Trust Inc first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's Phillips Edison & Co position peaked at $307K in Q2 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.