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Essential Partners’s Phillips Edison & Co PECO Stock Holding History

Essential Partners’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 		$13.7K Sell
328
-42
-11% -$1.68K 0.01% 1071
2026
Q1 		$13.8K Buy
370
+18
+5% +$669 ﹤0.01% 1083
2025
Q4 		$12.5K Buy
352
+179
+103% +$6.21K ﹤0.01% 1086
2025
Q3 		$5.94K Buy
173
+145
+518% +$5.02K ﹤0.01% 1365
2025
Q2 		$981 Buy
+28
New +$991 ﹤0.01% 1523

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Partners's PECO Position: Q2 2026 in Review

Essential Partners reduced its Phillips Edison & Co (PECO) stake by 11% in Q2 2026, selling an estimated $1.68K and leaving 328 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #1071.

Essential Partners first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.8K in Q1 2026. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Essential Partners held 328 shares of Phillips Edison & Co worth $13.7K as of Q2 2026.
  • Essential Partners sold 42 Phillips Edison & Co shares in Q2 2026, an estimated $1.68K.
  • Phillips Edison & Co made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1071 holding.
  • Essential Partners first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Phillips Edison & Co position peaked at $13.8K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.