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

Evergreen Capital 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	$250K	Sell	5,980 -142	-2%	-$5.67K	﹤0.01%	1334
2026 Q1	$230K	Sell	6,122 -104	-2%	-$3.87K	0.01%	1302
2025 Q4	$222K	Sell	6,226 -833	-12%	-$28.9K	0.01%	1240
2025 Q3	$243K	Buy	+7,059	New	+$245K	0.01%	1123
2025 Q2	–	Sell	-5,990	Closed	-$219K	–	1219
2025 Q1	$219K	Sell	5,990 -943	-14%	-$34.1K	0.01%	938
2024 Q4	$260K	Buy	6,933 +1,513	+28%	+$57.6K	0.01%	815
2024 Q3	$205K	Buy	+5,420	New	+$193K	0.01%	936

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

Evergreen Capital Management's PECO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Phillips Edison & Co (PECO) stake by 2.3% in Q2 2026, selling an estimated $5.67K and leaving 5,980 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Evergreen Capital Management first reported a position in PECO in Q3 2024 and has held it in 7 quarters since. The position peaked at $260K in Q4 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Evergreen Capital Management held 5,980 shares of Phillips Edison & Co worth $250K as of Q2 2026.
Evergreen Capital Management sold 142 Phillips Edison & Co shares in Q2 2026, an estimated $5.67K.
Phillips Edison & Co made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1334 holding.
Evergreen Capital Management first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 7 quarters since.
Evergreen Capital Management's Phillips Edison & Co position peaked at $260K in Q4 2024.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.