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Cooper Financial Group’s Phillips Edison & Co PECO Stock Holding History

Cooper Financial Group’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 		$1.52M Buy
36,635
+19
+0.1% +$759 0.13% 123
2026
Q1 		$1.37M Hold
36,616
– – 0.14% 124
2025
Q4 		$1.3M Hold
36,616
– – 0.14% 118
2025
Q3 		$1.26M Sell
36,616
-4,649
-11% -$161K 0.14% 117
2025
Q2 		$1.45M Sell
41,265
-497
-1% -$17.6K 0.17% 104
2025
Q1 		$1.52M Buy
41,762
+3
+0% +$108 0.2% 101
2024
Q4 		$1.56M Buy
41,759
+2
+0% +$76 0.19% 96
2024
Q3 		$1.57M Buy
41,757
+3
+0% +$107 0.2% 88
2024
Q2 		$1.37M Buy
41,754
+786
+2% +$25.6K 0.2% 92
2024
Q1 		$1.47M Buy
40,968
+2,430
+6% +$85.9K 0.24% 84
2023
Q4 		$1.41M Buy
38,538
+17
+0% +$595 0.26% 73
2023
Q3 		$1.29M Sell
38,521
-2,143
-5% -$74.1K 0.31% 75
2023
Q2 		$1.39M Sell
40,664
-4,984
-11% -$156K 0.34% 66
2023
Q1 		$1.49M Sell
45,648
-381
-0.8% -$12.5K 0.4% 57
2022
Q4 		$1.47M Sell
46,029
-40
-0.1% -$1.23K 0.45% 54
2022
Q3 		$1.29M Buy
46,069
+189
+0.4% +$6.21K 0.46% 52
2022
Q2 		$1.53M Buy
+45,880
New +$1.56M 0.56% 48

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

Cooper Financial Group's PECO Position: Q2 2026 in Review

Cooper Financial Group increased its Phillips Edison & Co (PECO) stake by 0.05% in Q2 2026, buying an estimated $759 and bringing the position to 36,635 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #123.

Cooper Financial Group first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q3 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cooper Financial Group held 36,635 shares of Phillips Edison & Co worth $1.52M as of Q2 2026.
  • Cooper Financial Group bought 19 Phillips Edison & Co shares in Q2 2026, an estimated $759.
  • Phillips Edison & Co made up 0.13% of Cooper Financial Group's portfolio in Q2 2026, its #123 holding.
  • Cooper Financial Group first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • Cooper Financial Group's Phillips Edison & Co position peaked at $1.57M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.