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Capital Performance Advisors’s Phillips Edison & Co PECO Stock Holding History

Capital Performance 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
Q2 		$1.78M Sell
42,705
-467
-1% -$18.7K 0.11% 85
2026
Q1 		$1.62M Buy
43,172
+420
+1% +$15.6K 0.11% 83
2025
Q4 		$1.52M Buy
+42,752
New +$1.48M 0.11% 86

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

Capital Performance Advisors's PECO Position: Q2 2026 in Review

Capital Performance Advisors reduced its Phillips Edison & Co (PECO) stake by 1.1% in Q2 2026, selling an estimated $18.7K and leaving 42,705 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #85.

Capital Performance Advisors first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Capital Performance Advisors held 42,705 shares of Phillips Edison & Co worth $1.78M as of Q2 2026.
  • Capital Performance Advisors sold 467 Phillips Edison & Co shares in Q2 2026, an estimated $18.7K.
  • Phillips Edison & Co made up 0.11% of Capital Performance Advisors's portfolio in Q2 2026, its #85 holding.
  • Capital Performance Advisors first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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