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Brinker Capital Investments’s Phillips Edison & Co PECO Stock Holding History

Brinker Capital Investments’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 		$554K Sell
14,815
-18,780
-56% -$698K ﹤0.01% 1411
2025
Q4 		$1.19M Buy
33,595
+5,275
+19% +$183K 0.01% 1146
2025
Q3 		$972K Sell
28,320
-5,322
-16% -$184K 0.01% 1249
2025
Q2 		$1.18M Buy
33,642
+4,250
+14% +$150K 0.01% 1092
2025
Q1 		$1.07M Sell
29,392
-1,830
-6% -$66.1K 0.01% 1050
2024
Q4 		$1.17M Sell
31,222
-3,413
-10% -$130K 0.01% 961
2024
Q3 		$1.31M Buy
34,635
+3,902
+13% +$139K 0.01% 906
2024
Q2 		$1.01M Sell
30,733
-17,280
-36% -$564K 0.01% 989
2024
Q1 		$1.72M Buy
48,013
+8,641
+22% +$305K 0.02% 729
2023
Q4 		$1.42M Sell
39,372
-13,380
-25% -$468K 0.02% 786
2023
Q3 		$1.77M Sell
52,752
-7,379
-12% -$255K 0.02% 676
2023
Q2 		$2.05M Sell
60,131
-8,855
-13% -$276K 0.02% 642
2023
Q1 		$2.25M Buy
+68,986
New +$2.26M 0.03% 542

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return