Curi RMB Capital’s Phillips Edison & Co PECO Stock Holding History

Curi RMB Capital’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	$323K	Buy	7,734 +1,306	+20%	+$52.2K	0.01%	733
2026 Q1	$241K	Sell	6,428 -1,073	-14%	-$39.9K	﹤0.01%	783
2025 Q4	$268K	Sell	7,501 -1,547	-17%	-$53.7K	﹤0.01%	788
2025 Q3	$311K	Sell	9,048 -8,666	-49%	-$300K	0.01%	596
2025 Q2	$622K	Sell	17,714 -4,495	-20%	-$159K	0.01%	477
2025 Q1	$813K	Sell	22,209 -237	-1%	-$8.56K	0.02%	344
2024 Q4	$841K	Sell	22,446 -412	-2%	-$15.7K	0.02%	354
2024 Q3	$862K	Sell	22,858 -530	-2%	-$18.9K	0.02%	359
2024 Q2	$765K	Sell	23,388 -921	-4%	-$30K	0.02%	360
2024 Q1	$872K	Buy	+24,309	New	+$859K	0.02%	360

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Curi RMB Capital's PECO Position: Q2 2026 in Review

Curi RMB Capital increased its Phillips Edison & Co (PECO) stake by 20% in Q2 2026, buying an estimated $52.2K and bringing the position to 7,734 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #733.

Curi RMB Capital first reported a position in PECO in Q1 2024 and has held it in 10 quarters since. The position peaked at $872K in Q1 2024. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Curi RMB Capital held 7,734 shares of Phillips Edison & Co worth $323K as of Q2 2026.
Curi RMB Capital bought 1,306 Phillips Edison & Co shares in Q2 2026, an estimated $52.2K.
Phillips Edison & Co made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #733 holding.
Curi RMB Capital first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's Phillips Edison & Co position peaked at $872K in Q1 2024.
447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.