CA
PECO icon

Cliff Asness’s Phillips Edison & Co PECO Stock Holding History

Cliff Asness’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 		$9.87M Buy
237,191
+45,973
+24% +$1.84M ﹤0.01% 1580
2026
Q1 		$7.16M Buy
191,218
+42,680
+29% +$1.59M ﹤0.01% 1525
2025
Q4 		$5.28M Buy
148,538
+63,973
+76% +$2.22M ﹤0.01% 1542
2025
Q3 		$2.9M Buy
84,565
+50,155
+146% +$1.74M ﹤0.01% 1761
2025
Q2 		$1.21M Buy
34,410
+23,319
+210% +$825K ﹤0.01% 2086
2025
Q1 		$405K Buy
11,091
+845
+8% +$30.5K ﹤0.01% 2546
2024
Q4 		$384K Buy
10,246
+2,632
+35% +$100K ﹤0.01% 2378
2024
Q3 		$287K Sell
7,614
-860
-10% -$30.7K ﹤0.01% 2413
2024
Q2 		$277K Sell
8,474
-5,339
-39% -$174K ﹤0.01% 2298
2024
Q1 		$495K Buy
13,813
+546
+4% +$19.3K ﹤0.01% 1963
2023
Q4 		$484K Sell
13,267
-1,536
-10% -$53.7K ﹤0.01% 1895
2023
Q3 		$496K Buy
14,803
+1,126
+8% +$38.9K ﹤0.01% 1844
2023
Q2 		$466K Sell
13,677
-1,140
-8% -$35.6K ﹤0.01% 1806
2023
Q1 		$483K Sell
14,817
-3,753
-20% -$123K ﹤0.01% 1791
2022
Q4 		$591K Buy
18,570
+3,155
+20% +$97K ﹤0.01% 1745
2022
Q3 		$432K Sell
15,415
-17,450
-53% -$574K ﹤0.01% 1839
2022
Q2 		$1.1M Buy
+32,865
New +$1.12M ﹤0.01% 1386

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cliff Asness's PECO Position: Q2 2026 in Review

Cliff Asness increased its Phillips Edison & Co (PECO) stake by 24% in Q2 2026, buying an estimated $1.84M and bringing the position to 237,191 shares worth $9.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Cliff Asness first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. 443 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cliff Asness held 237,191 shares of Phillips Edison & Co worth $9.87M as of Q2 2026.
  • Cliff Asness bought 45,973 Phillips Edison & Co shares in Q2 2026, an estimated $1.84M.
  • Phillips Edison & Co made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1580 holding.
  • Cliff Asness first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • 443 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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