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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
Q2 		– Sell
-26
Closed -$973 – 2609
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
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

Blue Trust Inc's PECO Position: Q2 2026 in Review

Blue Trust Inc sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 26 shares — an estimated $973 sold.

Blue Trust Inc first reported a position in PECO in Q2 2022 and held it in 16 quarters. The position peaked at $307K in Q2 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Blue Trust Inc reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 26 Phillips Edison & Co shares in Q2 2026, an estimated $973.
  • Blue Trust Inc first reported a position in Phillips Edison & Co in Q2 2022 and held it in 16 quarters.
  • Blue Trust Inc's Phillips Edison & Co position peaked at $307K in Q2 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.