Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Phillips Edison & Co PECO Stock Holding History

Cambridge Investment Research Advisors’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 		$11.7M Sell
311,341
-23,114
-7% -$859K 0.03% 557
2025
Q4 		$11.9M Sell
334,455
-5,369
-2% -$186K 0.03% 519
2025
Q3 		$11.7M Sell
339,824
-20,473
-6% -$709K 0.03% 513
2025
Q2 		$12.6M Sell
360,297
-7,557
-2% -$267K 0.04% 460
2025
Q1 		$13.4M Sell
367,854
-38,991
-10% -$1.41M 0.05% 408
2024
Q4 		$15.2M Sell
406,845
-11,928
-3% -$454K 0.05% 356
2024
Q3 		$15.8M Sell
418,773
-23,288
-5% -$831K 0.05% 348
2024
Q2 		$14.5M Sell
442,061
-80,211
-15% -$2.62M 0.05% 356
2024
Q1 		$18.7M Sell
522,272
-16,568
-3% -$585K 0.07% 270
2023
Q4 		$19.7M Sell
538,840
-61,360
-10% -$2.15M 0.08% 233
2023
Q3 		$20.1M Sell
600,200
-8,837
-1% -$306K 0.09% 214
2023
Q2 		$20.8M Sell
609,037
-64,589
-10% -$2.02M 0.09% 211
2023
Q1 		$22M Sell
673,626
-69,983
-9% -$2.29M 0.11% 199
2022
Q4 		$23.7M Sell
743,609
-22,805
-3% -$701K 0.12% 171
2022
Q3 		$21.5M Sell
766,414
-1,337
-0.2% -$44K 0.12% 172
2022
Q2 		$25.7M Sell
767,751
-51,240
-6% -$1.74M 0.14% 151
2022
Q1 		$28.2M Buy
818,991
+812,423
+12,369% +$26.7M 0.13% 167
2021
Q4 		$217K Buy
+6,568
New +$211K ﹤0.01% 2816

Other funds holding PECO

BlackRock
BlackRock New York $5.72T 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

Cambridge Investment Research Advisors's PECO Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Phillips Edison & Co (PECO) stake by 6.9% in Q1 2026, selling an estimated $859K and leaving 311,341 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #557.

Cambridge Investment Research Advisors first reported a position in PECO in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.2M in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Cambridge Investment Research Advisors held 311,341 shares of Phillips Edison & Co worth $11.7M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 23,114 Phillips Edison & Co shares in Q1 2026, an estimated $859K.
  • Phillips Edison & Co made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #557 holding.
  • Cambridge Investment Research Advisors first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's Phillips Edison & Co position peaked at $28.2M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.