CIBC Asset Management
PECO icon

CIBC Asset Management’s Phillips Edison & Co PECO Stock Holding History

CIBC Asset Management’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 		$278K Sell
7,438
-138
-2% -$5.13K ﹤0.01% 1025
2025
Q4 		$269K Sell
7,576
-921
-11% -$32K ﹤0.01% 1034
2025
Q3 		$292K Sell
8,497
-149
-2% -$5.16K ﹤0.01% 940
2025
Q2 		$303K Hold
8,646
– – ﹤0.01% 896
2025
Q1 		$315K Sell
8,646
-126
-1% -$4.55K ﹤0.01% 849
2024
Q4 		$329K Buy
8,772
+1,005
+13% +$38.3K ﹤0.01% 848
2024
Q3 		$293K Sell
7,767
-60
-0.8% -$2.14K ﹤0.01% 890
2024
Q2 		$256K Sell
7,827
-411
-5% -$13.4K ﹤0.01% 887
2024
Q1 		$295K Sell
8,238
-275
-3% -$9.72K ﹤0.01% 839
2023
Q4 		$311K Sell
8,513
-150
-2% -$5.25K ﹤0.01% 808
2023
Q3 		$291K Sell
8,663
-345
-4% -$11.9K ﹤0.01% 806
2023
Q2 		$307K Buy
+9,008
New +$281K ﹤0.01% 812

Other funds holding PECO

BlackRock
BlackRock New York $5.7T 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