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 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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return