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 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 $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

Curi RMB Capital's PECO Position: Q1 2026 in Review

Curi RMB Capital reduced its Phillips Edison & Co (PECO) stake by 14% in Q1 2026, selling an estimated $39.9K and leaving 6,428 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Curi RMB Capital first reported a position in PECO in Q1 2024 and has held it in 9 quarters since. The position peaked at $872K in Q1 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Curi RMB Capital held 6,428 shares of Phillips Edison & Co worth $241K as of Q1 2026.
Curi RMB Capital sold 1,073 Phillips Edison & Co shares in Q1 2026, an estimated $39.9K.
Phillips Edison & Co made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #783 holding.
Curi RMB Capital first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 9 quarters since.
Curi RMB Capital's Phillips Edison & Co position peaked at $872K in Q1 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.