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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-12
Closed -$499 – 1313
2026
Q2
$499 Buy
+12
New +$479 ﹤0.01% 615

Other funds holding PECO

Davis Capital Management's PECO Position: Q3 2026 in Review

Davis Capital Management sold out of Phillips Edison & Co (PECO) in Q3 2026, closing a stake of 12 shares — an estimated $499 sold.

Davis Capital Management first reported a position in PECO in Q2 2026 and held it in 1 quarter. The position peaked at $499 in Q2 2026. 85 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Davis Capital Management reported no remaining Phillips Edison & Co position as of Q3 2026 after selling out during the quarter.
  • Davis Capital Management sold 12 Phillips Edison & Co shares in Q3 2026, an estimated $499.
  • Davis Capital Management first reported a position in Phillips Edison & Co in Q2 2026 and held it in 1 quarter.
  • Davis Capital Management's Phillips Edison & Co position peaked at $499 in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.