Creative Planning
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Creative Planning’s Phillips Edison & Co PECO Stock Holding History

Creative Planning’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 		$3.23M Buy
86,225
+17,780
+26% +$661K ﹤0.01% 1521
2025
Q4 		$2.43M Buy
68,445
+10,799
+19% +$375K ﹤0.01% 1571
2025
Q3 		$1.98M Buy
57,646
+1,751
+3% +$60.7K ﹤0.01% 1558
2025
Q2 		$1.96M Buy
55,895
+3,371
+6% +$119K ﹤0.01% 1328
2025
Q1 		$1.92M Sell
52,524
-5,229
-9% -$189K ﹤0.01% 1201
2024
Q4 		$2.16M Buy
57,753
+8,824
+18% +$336K ﹤0.01% 1087
2024
Q3 		$1.85M Sell
48,929
-1,285
-3% -$45.8K ﹤0.01% 1104
2024
Q2 		$1.64M Sell
50,214
-842
-2% -$27.5K ﹤0.01% 1092
2024
Q1 		$1.83M Sell
51,056
-4,111
-7% -$145K ﹤0.01% 999
2023
Q4 		$2.01M Buy
55,167
+1,945
+4% +$68K ﹤0.01% 914
2023
Q3 		$1.79M Buy
53,222
+579
+1% +$20K ﹤0.01% 900
2023
Q2 		$1.79M Buy
52,643
+581
+1% +$18.1K ﹤0.01% 873
2023
Q1 		$1.7M Buy
52,062
+131
+0.3% +$4.29K ﹤0.01% 846
2022
Q4 		$1.65M Sell
51,931
-2,898
-5% -$89.1K ﹤0.01% 825
2022
Q3 		$1.54M Sell
54,829
-2,066
-4% -$67.9K ﹤0.01% 779
2022
Q2 		$1.9M Sell
56,895
-1,427
-2% -$48.4K ﹤0.01% 732
2022
Q1 		$2.01M Buy
+58,322
New +$1.91M ﹤0.01% 722

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

Creative Planning's PECO Position: Q1 2026 in Review

Creative Planning increased its Phillips Edison & Co (PECO) stake by 26% in Q1 2026, buying an estimated $661K and bringing the position to 86,225 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Creative Planning first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Creative Planning held 86,225 shares of Phillips Edison & Co worth $3.23M as of Q1 2026.
  • Creative Planning bought 17,780 Phillips Edison & Co shares in Q1 2026, an estimated $661K.
  • Phillips Edison & Co made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1521 holding.
  • Creative Planning first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.