First Foundation Advisors’s Phillips Edison & Co PECO Stock Holding History

First Foundation Advisors’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	$1.44M	Hold	34,493	–	–	0.05%	160
2026 Q1	$1.29M	Hold	34,493	–	–	0.05%	165
2025 Q4	$1.23M	Hold	34,493	–	–	0.05%	164
2025 Q3	$1.18M	Sell	34,493 -20,497	-37%	-$710K	0.04%	170
2025 Q2	$1.93M	Sell	54,990 -1,720	-3%	-$60.9K	0.07%	140
2025 Q1	$2.07M	Sell	56,710 -2,905	-5%	-$105K	0.08%	119
2024 Q4	$2.23M	Sell	59,615 -4,067	-6%	-$155K	0.08%	115
2024 Q3	$2.4M	Sell	63,682 -6,150	-9%	-$219K	0.09%	115
2024 Q2	$2.28M	Sell	69,832 -7,480	-10%	-$244K	0.09%	110
2024 Q1	$2.77M	Sell	77,312 -10,072	-12%	-$356K	0.11%	100
2023 Q4	$3.19M	Sell	87,384 -43,815	-33%	-$1.53M	0.15%	89
2023 Q3	$4.4M	Sell	131,199 -11,470	-8%	-$397K	0.21%	79
2023 Q2	$4.86M	Sell	142,669 -43,708	-23%	-$1.36M	0.21%	82
2023 Q1	$6.08M	Sell	186,377 -61,345	-25%	-$2.01M	0.28%	71
2022 Q4	$7.89M	Sell	247,722 -1,012,441	-80%	-$31.1M	0.38%	64
2022 Q3	$35.3M	Buy	1,260,163 +2,853	+0.2%	+$93.8K	1.73%	10
2022 Q2	$42M	Buy	1,257,310 +352,855	+39%	+$12M	1.86%	12
2022 Q1	$31.1M	Buy	+904,455	New	+$29.7M	1.12%	22

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

First Foundation Advisors's PECO Position: Q2 2026 in Review

First Foundation Advisors held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 34,493 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #160.

First Foundation Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $42M in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

First Foundation Advisors held 34,493 shares of Phillips Edison & Co worth $1.44M as of Q2 2026.
First Foundation Advisors left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.05% of First Foundation Advisors's portfolio in Q2 2026, its #160 holding.
First Foundation Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
First Foundation Advisors's Phillips Edison & Co position peaked at $42M in Q2 2022.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.