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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
Q2 		$7K Sell
167
-1,845
-92% -$73.7K ﹤0.01% 1795
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
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

Covestor's PECO Position: Q2 2026 in Review

Covestor reduced its Phillips Edison & Co (PECO) stake by 92% in Q2 2026, selling an estimated $73.7K and leaving 167 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Covestor first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $122K in Q4 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Covestor held 167 shares of Phillips Edison & Co worth $7K as of Q2 2026.
  • Covestor sold 1,845 Phillips Edison & Co shares in Q2 2026, an estimated $73.7K.
  • Phillips Edison & Co made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1795 holding.
  • Covestor first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • Covestor's Phillips Edison & Co position peaked at $122K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.