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

Caitong International 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	–	Sell	-1	Closed	-$37	–	3351
2026 Q1	$37	Sell	1 -1,030	-100%	-$38.3K	﹤0.01%	2036
2025 Q4	$36.7K	Sell	1,031 -498	-33%	-$17.3K	0.01%	820
2025 Q3	$52.5K	Buy	1,529 +1,507	+6,850%	+$52.2K	0.04%	313
2025 Q2	$771	Buy	+22	New	+$778	﹤0.01%	1631
2025 Q1	–	Sell	-153	Closed	-$5.73K	–	2445
2024 Q4	$5.73K	Buy	+153	New	+$5.83K	0.01%	1026

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caitong International Asset Management's PECO Position: Q2 2026 in Review

Caitong International Asset Management sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 1 share — an estimated $37 sold.

Caitong International Asset Management first reported a position in PECO in Q4 2024 and held it in 5 quarters. The position peaked at $52.5K in Q3 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Caitong International Asset Management reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
Caitong International Asset Management sold 1 Phillips Edison & Co share in Q2 2026, an estimated $37.
Caitong International Asset Management first reported a position in Phillips Edison & Co in Q4 2024 and held it in 5 quarters.
Caitong International Asset Management's Phillips Edison & Co position peaked at $52.5K in Q3 2025.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.