Envestnet Asset Management
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Envestnet Asset Management’s Phillips Edison & Co PECO Stock Holding History

Envestnet Asset 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 		$790K Buy
18,992
+1,039
+6% +$41.5K ﹤0.01% 3768
2026
Q1 		$672K Buy
17,953
+5,210
+41% +$194K ﹤0.01% 3722
2025
Q4 		$453K Sell
12,743
-8,218
-39% -$285K ﹤0.01% 3765
2025
Q3 		$720K Sell
20,961
-57,186
-73% -$1.98M ﹤0.01% 3525
2025
Q2 		$2.74M Buy
78,147
+1,797
+2% +$63.6K ﹤0.01% 2608
2025
Q1 		$2.79M Sell
76,350
-4,718
-6% -$170K ﹤0.01% 2509
2024
Q4 		$3.04M Buy
81,068
+10,183
+14% +$388K ﹤0.01% 2432
2024
Q3 		$2.67M Sell
70,885
-1,957
-3% -$69.8K ﹤0.01% 2482
2024
Q2 		$2.38M Sell
72,842
-7,897
-10% -$258K ﹤0.01% 2484
2024
Q1 		$2.9M Buy
80,739
+393
+0.5% +$13.9K ﹤0.01% 2347
2023
Q4 		$2.93M Sell
80,346
-8,336
-9% -$292K ﹤0.01% 2226
2023
Q3 		$2.97M Sell
88,682
-12,460
-12% -$431K ﹤0.01% 2139
2023
Q2 		$3.45M Sell
101,142
-29,484
-23% -$920K ﹤0.01% 1932
2023
Q1 		$4.26M Sell
130,626
-15,743
-11% -$515K ﹤0.01% 1730
2022
Q4 		$4.66M Buy
146,369
+499
+0.3% +$15.3K ﹤0.01% 1650
2022
Q3 		$4.09M Buy
145,870
+97,279
+200% +$3.2M ﹤0.01% 1633
2022
Q2 		$1.62M Sell
48,591
-9,223
-16% -$313K ﹤0.01% 2239
2022
Q1 		$1.99M Buy
+57,814
New +$1.9M ﹤0.01% 2193

Other funds holding PECO

DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management's PECO Position: Q2 2026 in Review

Envestnet Asset Management increased its Phillips Edison & Co (PECO) stake by 5.8% in Q2 2026, buying an estimated $41.5K and bringing the position to 18,992 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

Envestnet Asset Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.66M in Q4 2022. 163 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Envestnet Asset Management held 18,992 shares of Phillips Edison & Co worth $790K as of Q2 2026.
  • Envestnet Asset Management bought 1,039 Phillips Edison & Co shares in Q2 2026, an estimated $41.5K.
  • Phillips Edison & Co made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3768 holding.
  • Envestnet Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's Phillips Edison & Co position peaked at $4.66M in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.