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
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 $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