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Davis Capital Management’s Phillips Edison & Co PECO Stock Holding History

Davis Capital 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 		$499 Buy
+12
New +$479 ﹤0.01% 615

Other funds holding PECO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Davis Capital Management's PECO Position: Q2 2026 in Review

Davis Capital Management opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 12 shares worth $499. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

87 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Davis Capital Management held 12 shares of Phillips Edison & Co worth $499 as of Q2 2026.
  • Phillips Edison & Co was a new Davis Capital Management position in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #615 holding.
  • 87 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.