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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional's PECO Position: Q2 2026 in Review

CX Institutional increased its Phillips Edison & Co (PECO) stake by 115% in Q2 2026, buying an estimated $15.5K and bringing the position to 724 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

CX Institutional first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

CX Institutional held 724 shares of Phillips Edison & Co worth $30K as of Q2 2026.
CX Institutional bought 388 Phillips Edison & Co shares in Q2 2026, an estimated $15.5K.
Phillips Edison & Co made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1079 holding.
CX Institutional first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.