Fidelity Investments
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Fidelity Investments’s Phillips Edison & Co PECO Stock Holding History

Fidelity Investments’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 		$176M Buy
4,220,531
+87,939
+2% +$3.51M 0.01% 984
2026
Q1 		$155M Sell
4,132,592
-39,810
-1% -$1.48M 0.01% 978
2025
Q4 		$148M Buy
4,172,402
+65,338
+2% +$2.27M 0.01% 1003
2025
Q3 		$141M Buy
4,107,064
+168,458
+4% +$5.84M 0.01% 1015
2025
Q2 		$138M Buy
3,938,606
+294,767
+8% +$10.4M 0.01% 976
2025
Q1 		$133M Buy
3,643,839
+617,481
+20% +$22.3M 0.01% 971
2024
Q4 		$113M Buy
3,026,358
+385,983
+15% +$14.7M 0.01% 1068
2024
Q3 		$99.6M Sell
2,640,375
-184,119
-7% -$6.57M 0.01% 1106
2024
Q2 		$92.4M Sell
2,824,494
-317,594
-10% -$10.4M 0.01% 1074
2024
Q1 		$113M Sell
3,142,088
-1,120,452
-26% -$39.6M 0.01% 1007
2023
Q4 		$155M Sell
4,262,540
-611,666
-13% -$21.4M 0.01% 847
2023
Q3 		$163M Buy
4,874,206
+186,651
+4% +$6.45M 0.01% 780
2023
Q2 		$160M Buy
4,687,555
+169,720
+4% +$5.3M 0.01% 809
2023
Q1 		$147M Sell
4,517,835
-1,181,037
-21% -$38.6M 0.01% 837
2022
Q4 		$181M Buy
5,698,872
+283,519
+5% +$8.72M 0.02% 723
2022
Q3 		$152M Sell
5,415,353
-458,790
-8% -$15.1M 0.02% 778
2022
Q2 		$196M Buy
5,874,143
+691,059
+13% +$23.5M 0.02% 694
2022
Q1 		$178M Buy
5,183,084
+1,601,240
+45% +$52.6M 0.01% 833
2021
Q4 		$118M Buy
3,581,844
+373,772
+12% +$12M 0.01% 1030
2021
Q3 		$98.5M Buy
+3,208,072
New +$94.2M 0.01% 1113

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments's PECO Position: Q2 2026 in Review

Fidelity Investments increased its Phillips Edison & Co (PECO) stake by 2.1% in Q2 2026, buying an estimated $3.51M and bringing the position to 4,220,531 shares worth $176M. The position accounts for 0.01% of the portfolio, ranked #984.

Fidelity Investments first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $196M in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Fidelity Investments held 4,220,531 shares of Phillips Edison & Co worth $176M as of Q2 2026.
  • Fidelity Investments bought 87,939 Phillips Edison & Co shares in Q2 2026, an estimated $3.51M.
  • Phillips Edison & Co made up 0.01% of Fidelity Investments's portfolio in Q2 2026, its #984 holding.
  • Fidelity Investments first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Fidelity Investments's Phillips Edison & Co position peaked at $196M in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.