CX Institutional
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CX Institutional’s Phillips Edison & Co PECO Stock Holding History

CX Institutional’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
Q3 		$27K Hold
724
– – ﹤0.01% 1165
2026
Q2 		$30K Buy
724
+388
+115% +$15.5K ﹤0.01% 1079
2026
Q1 		$13K Hold
336
– – ﹤0.01% 1228
2025
Q4 		$12K Sell
336
-497
-60% -$17.2K ﹤0.01% 1170
2025
Q3 		$29K Hold
833
– – ﹤0.01% 1039
2025
Q2 		$29K Hold
833
– – ﹤0.01% 925
2025
Q1 		$30K Buy
+833
New +$30.1K ﹤0.01% 906

Other funds holding PECO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

CX Institutional's PECO Position: Q3 2026 in Review

CX Institutional held its Phillips Edison & Co (PECO) position steady in Q3 2026 at 724 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

CX Institutional first reported a position in PECO in Q1 2025 and has held it in 7 quarters since. The position peaked at $30K in Q2 2026. 67 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • CX Institutional held 724 shares of Phillips Edison & Co worth $27K as of Q3 2026.
  • CX Institutional left its Phillips Edison & Co share count unchanged in Q3 2026.
  • Phillips Edison & Co made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1165 holding.
  • CX Institutional first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Phillips Edison & Co position peaked at $30K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.