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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Fidelity Investments's PECO Position: Q1 2026 in Review

Fidelity Investments reduced its Phillips Edison & Co (PECO) stake by 0.95% in Q1 2026, selling an estimated $1.48M and leaving 4,132,592 shares worth $155M. The position accounts for 0.01% of the portfolio, ranked #978.

Fidelity Investments first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. The position peaked at $196M in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Fidelity Investments held 4,132,592 shares of Phillips Edison & Co worth $155M as of Q1 2026.
  • Fidelity Investments sold 39,810 Phillips Edison & Co shares in Q1 2026, an estimated $1.48M.
  • Phillips Edison & Co made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #978 holding.
  • Fidelity Investments first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Phillips Edison & Co position peaked at $196M in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.