Corient Private Wealth
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Corient Private Wealth’s Phillips Edison & Co PECO Stock Holding History

Corient Private Wealth’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 		$3.02M Buy
+80,625
New +$3M ﹤0.01% 1053
2025
Q4 		– Sell
-6,308
Closed -$217K – 2808
2025
Q3 		$217K Buy
6,308
+114
+2% +$3.95K ﹤0.01% 2310
2025
Q2 		$217K Sell
6,194
-75
-1% -$2.65K ﹤0.01% 2189
2025
Q1 		$229K Sell
6,269
-1,132
-15% -$40.9K ﹤0.01% 1995
2024
Q4 		$277K Sell
7,401
-27
-0.4% -$1.03K ﹤0.01% 1939
2024
Q3 		$280K Buy
7,428
+840
+13% +$30K ﹤0.01% 2042
2024
Q2 		$215K Sell
6,588
-1,894
-22% -$61.8K ﹤0.01% 2088
2024
Q1 		$304K Sell
8,482
-517
-6% -$18.3K ﹤0.01% 1881
2023
Q4 		$328K Buy
8,999
+909
+11% +$31.8K ﹤0.01% 1817
2023
Q3 		$271K Buy
+8,090
New +$280K ﹤0.01% 1791

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

Corient Private Wealth's PECO Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Phillips Edison & Co (PECO) in Q1 2026: 80,625 shares worth $3.02M. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in PECO as recently as Q3 2025.

Corient Private Wealth first reported a position in PECO in Q3 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Corient Private Wealth held 80,625 shares of Phillips Edison & Co worth $3.02M as of Q1 2026.
  • Phillips Edison & Co was a new Corient Private Wealth position in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1053 holding.
  • Corient Private Wealth first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 10 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.