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
Q2 		$3.51M Buy
84,230
+3,605
+4% +$144K ﹤0.01% 1054
2026
Q1 		$3.02M Buy
+80,625
New +$3M ﹤0.01% 1053
2025
Q4 		– Sell
-6,308
Closed -$217K – 2754
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 $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

Corient Private Wealth's PECO Position: Q2 2026 in Review

Corient Private Wealth increased its Phillips Edison & Co (PECO) stake by 4.5% in Q2 2026, buying an estimated $144K and bringing the position to 84,230 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Corient Private Wealth first reported a position in PECO in Q3 2023 and has held it in 11 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Corient Private Wealth held 84,230 shares of Phillips Edison & Co worth $3.51M as of Q2 2026.
  • Corient Private Wealth bought 3,605 Phillips Edison & Co shares in Q2 2026, an estimated $144K.
  • Phillips Edison & Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1054 holding.
  • Corient Private Wealth first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 11 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.