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Cresset Asset Management’s Phillips Edison & Co PECO Stock Holding History

Cresset Asset Management’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 		$803K Sell
19,236
-27
-0.1% -$1.08K ﹤0.01% 996
2026
Q1 		$723K Sell
19,263
-3,565
-16% -$133K ﹤0.01% 908
2025
Q4 		$814K Hold
22,828
– – ﹤0.01% 877
2025
Q3 		$786K Hold
22,828
– – ﹤0.01% 838
2025
Q2 		$802K Sell
22,828
-565
-2% -$20K ﹤0.01% 752
2025
Q1 		$856K Buy
23,393
+1
+0% +$36 ﹤0.01% 837
2024
Q4 		$879K Sell
23,392
-441
-2% -$16.8K ﹤0.01% 839
2024
Q3 		$901K Sell
23,833
-752
-3% -$26.8K ﹤0.01% 1211
2024
Q2 		$807K Sell
24,585
-3,955
-14% -$129K ﹤0.01% 1190
2024
Q1 		$1.03M Sell
28,540
-4,486
-14% -$159K ﹤0.01% 962
2023
Q4 		$1.21M Sell
33,026
-2,260
-6% -$79K 0.01% 818
2023
Q3 		$1.19M Sell
35,286
-4,017
-10% -$139K ﹤0.01% 768
2023
Q2 		$1.34M Sell
39,303
-22,445
-36% -$701K ﹤0.01% 801
2023
Q1 		$2.02M Sell
61,748
-75,045
-55% -$2.46M 0.04% 231
2022
Q4 		$4.37M Sell
136,793
-4,628
-3% -$142K 0.06% 135
2022
Q3 		$3.98M Sell
141,421
-7,330
-5% -$241K 0.05% 143
2022
Q2 		$4.95M Sell
148,751
-19,692
-12% -$668K 0.06% 126
2022
Q1 		$5.81M Buy
+168,443
New +$5.53M 0.06% 116

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

Cresset Asset Management's PECO Position: Q2 2026 in Review

Cresset Asset Management reduced its Phillips Edison & Co (PECO) stake by 0.14% in Q2 2026, selling an estimated $1.08K and leaving 19,236 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Cresset Asset Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.81M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cresset Asset Management held 19,236 shares of Phillips Edison & Co worth $803K as of Q2 2026.
  • Cresset Asset Management sold 27 Phillips Edison & Co shares in Q2 2026, an estimated $1.08K.
  • Phillips Edison & Co made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #996 holding.
  • Cresset Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Cresset Asset Management's Phillips Edison & Co position peaked at $5.81M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.