Cerity Partners
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Cerity Partners’s Phillips Edison & Co PECO Stock Holding History

Cerity Partners’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 		$2.69M Buy
64,569
+1,913
+3% +$76.4K ﹤0.01% 1420
2026
Q1 		$2.34M Sell
62,656
-62,556
-50% -$2.33M ﹤0.01% 1395
2025
Q4 		$4.45M Buy
125,212
+82,342
+192% +$2.86M 0.01% 969
2025
Q3 		$1.47M Buy
42,870
+4,163
+11% +$144K ﹤0.01% 1429
2025
Q2 		$1.36M Buy
38,707
+11,706
+43% +$414K ﹤0.01% 1385
2025
Q1 		$985K Sell
27,001
-415
-2% -$15K ﹤0.01% 1434
2024
Q4 		$1.03M Sell
27,416
-2,808
-9% -$107K ﹤0.01% 1396
2024
Q3 		$1.14M Sell
30,224
-2,310
-7% -$82.4K ﹤0.01% 1340
2024
Q2 		$1.06M Sell
32,534
-3,147
-9% -$103K ﹤0.01% 1201
2024
Q1 		$1.28M Buy
35,681
+171
+0.5% +$6.04K ﹤0.01% 1163
2023
Q4 		$1.3M Buy
35,510
+8,284
+30% +$290K ﹤0.01% 903
2023
Q3 		$913K Sell
27,226
-8,996
-25% -$311K ﹤0.01% 780
2023
Q2 		$1.23M Buy
36,222
+4,303
+13% +$134K ﹤0.01% 860
2023
Q1 		$1.04M Buy
31,919
+2,042
+7% +$66.8K ﹤0.01% 953
2022
Q4 		$951K Buy
29,877
+22,485
+304% +$691K 0.01% 710
2022
Q3 		$207K Buy
+7,392
New +$243K ﹤0.01% 1046

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 $3.38T AUM 44.17% 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

Cerity Partners's PECO Position: Q2 2026 in Review

Cerity Partners increased its Phillips Edison & Co (PECO) stake by 3.1% in Q2 2026, buying an estimated $76.4K and bringing the position to 64,569 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Cerity Partners first reported a position in PECO in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.45M in Q4 2025. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cerity Partners held 64,569 shares of Phillips Edison & Co worth $2.69M as of Q2 2026.
  • Cerity Partners bought 1,913 Phillips Edison & Co shares in Q2 2026, an estimated $76.4K.
  • Phillips Edison & Co made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1420 holding.
  • Cerity Partners first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's Phillips Edison & Co position peaked at $4.45M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.