Covestor’s Phillips Edison & Co PECO Stock Holding History

Covestor’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	$75K	Sell	2,012 -1,409	-41%	-$52.4K	0.05%	443
2025 Q4	$122K	Buy	3,421 +571	+20%	+$19.8K	0.06%	462
2025 Q3	$98K	Buy	2,850 +744	+35%	+$25.8K	0.05%	587
2025 Q2	$74K	Buy	2,106 +1,837	+683%	+$65K	0.04%	722
2025 Q1	$10K	Buy	269 +1	+0.4%	+$36	0.01%	1503
2024 Q4	$10K	Hold	268	–	–	0.01%	1550
2024 Q3	$10K	Hold	268	–	–	0.01%	1572
2024 Q2	$9K	Buy	268 +1	+0.4%	+$33	0.01%	1629
2024 Q1	$10K	Hold	267	–	–	0.01%	1606
2023 Q4	$10K	Buy	267 +259	+3,238%	+$9.06K	0.01%	1579
2023 Q3	$0	Sell	8 -1	-11%	-$35	﹤0.01%	2553
2023 Q2	$0	Sell	9 -1,019	-99%	-$31.8K	﹤0.01%	2510
2023 Q1	$34K	Sell	1,028 -1	-0.1%	-$33	0.03%	859
2022 Q4	$33K	Sell	1,029 -3	-0.3%	-$92	0.03%	884
2022 Q3	$29K	Buy	1,032 +1,020	+8,500%	+$33.5K	0.03%	902
2022 Q2	$0	Buy	+12	New	+$407	﹤0.01%	2242

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Covestor's PECO Position: Q1 2026 in Review

Covestor reduced its Phillips Edison & Co (PECO) stake by 41% in Q1 2026, selling an estimated $52.4K and leaving 2,012 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #443.

Covestor first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. The position peaked at $122K in Q4 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Covestor held 2,012 shares of Phillips Edison & Co worth $75K as of Q1 2026.
Covestor sold 1,409 Phillips Edison & Co shares in Q1 2026, an estimated $52.4K.
Phillips Edison & Co made up 0.05% of Covestor's portfolio in Q1 2026, its #443 holding.
Covestor first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
Covestor's Phillips Edison & Co position peaked at $122K in Q4 2025.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.