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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
Q2 		$248K Sell
5,952
-8,863
-60% -$354K ﹤0.01% 1718
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 $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

Brinker Capital Investments's PECO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Phillips Edison & Co (PECO) stake by 60% in Q2 2026, selling an estimated $354K and leaving 5,952 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Brinker Capital Investments first reported a position in PECO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Brinker Capital Investments held 5,952 shares of Phillips Edison & Co worth $248K as of Q2 2026.
  • Brinker Capital Investments sold 8,863 Phillips Edison & Co shares in Q2 2026, an estimated $354K.
  • Phillips Edison & Co made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1718 holding.
  • Brinker Capital Investments first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's Phillips Edison & Co position peaked at $2.25M in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.