Duff & Phelps Investment Management’s Phillips Edison & Co PECO Stock Holding History

Duff & Phelps Investment 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	$83.5M	Buy	2,006,105 +204,589	+11%	+$8.17M	0.79%	48
2026 Q1	$67.4M	Buy	1,801,516 +13,090	+0.7%	+$487K	0.7%	57
2025 Q4	$63.6M	Buy	1,788,426 +90,818	+5%	+$3.15M	0.72%	53
2025 Q3	$58.3M	Buy	1,697,608 +174,725	+11%	+$6.05M	0.66%	59
2025 Q2	$53.3M	Buy	1,522,883 +14,403	+1%	+$510K	0.63%	59
2025 Q1	$55M	Buy	1,508,480 +51,505	+4%	+$1.86M	0.64%	58
2024 Q4	$54.6M	Sell	1,456,975 -17,155	-1%	-$653K	0.65%	54
2024 Q3	$55.6M	Buy	1,474,130 +492,160	+50%	+$17.6M	0.64%	58
2024 Q2	$32.1M	Buy	+981,970	New	+$32M	0.41%	77

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Duff & Phelps Investment Management's PECO Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its Phillips Edison & Co (PECO) stake by 11% in Q2 2026, buying an estimated $8.17M and bringing the position to 2,006,105 shares worth $83.5M. The position accounts for 0.79% of the portfolio, ranked #48.

Duff & Phelps Investment Management first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Duff & Phelps Investment Management held 2,006,105 shares of Phillips Edison & Co worth $83.5M as of Q2 2026.
Duff & Phelps Investment Management bought 204,589 Phillips Edison & Co shares in Q2 2026, an estimated $8.17M.
Phillips Edison & Co made up 0.79% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #48 holding.
Duff & Phelps Investment Management first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.