CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

CAPTRUST Financial 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 		$666K Buy
15,992
+987
+7% +$39.4K ﹤0.01% 1984
2026
Q1 		$561K Buy
+15,005
New +$558K ﹤0.01% 1955
2023
Q3 		– Sell
-5,897
Closed -$201K – 2690
2023
Q2 		$201K Buy
+5,897
New +$184K ﹤0.01% 2263

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

CAPTRUST Financial Advisors's PECO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Phillips Edison & Co (PECO) stake by 6.6% in Q2 2026, buying an estimated $39.4K and bringing the position to 15,992 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

CAPTRUST Financial Advisors first reported a position in PECO in Q2 2023 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,992 shares of Phillips Edison & Co worth $666K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 987 Phillips Edison & Co shares in Q2 2026, an estimated $39.4K.
  • Phillips Edison & Co made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1984 holding.
  • CAPTRUST Financial Advisors first reported a position in Phillips Edison & Co in Q2 2023 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 CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.