First Trust Advisors
PECO icon

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

First Trust 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 		$6.17M Buy
148,311
+28,426
+24% +$1.14M ﹤0.01% 1455
2026
Q1 		$4.49M Buy
119,885
+81,293
+211% +$3.02M ﹤0.01% 1508
2025
Q4 		$1.37M Buy
38,592
+7,397
+24% +$257K ﹤0.01% 2047
2025
Q3 		$1.07M Sell
31,195
-53,462
-63% -$1.85M ﹤0.01% 2077
2025
Q2 		$2.97M Sell
84,657
-35,286
-29% -$1.25M ﹤0.01% 1629
2025
Q1 		$4.38M Buy
119,943
+30,275
+34% +$1.09M ﹤0.01% 1384
2024
Q4 		$3.36M Buy
89,668
+7,271
+9% +$277K ﹤0.01% 1592
2024
Q3 		$3.11M Buy
82,397
+66,037
+404% +$2.36M ﹤0.01% 1570
2024
Q2 		$535K Sell
16,360
-109,565
-87% -$3.57M ﹤0.01% 2114
2024
Q1 		$4.52M Sell
125,925
-67,990
-35% -$2.4M ﹤0.01% 1348
2023
Q4 		$7.07M Buy
193,915
+52,187
+37% +$1.83M 0.01% 1123
2023
Q3 		$4.75M Sell
141,728
-27,805
-16% -$961K 0.01% 1248
2023
Q2 		$5.78M Sell
169,533
-3,749
-2% -$117K 0.01% 1175
2023
Q1 		$5.65M Sell
173,282
-182,347
-51% -$5.97M 0.01% 1172
2022
Q4 		$11.3M Buy
355,629
+135,939
+62% +$4.18M 0.01% 928
2022
Q3 		$6.16M Buy
219,690
+35,551
+19% +$1.17M 0.01% 1107
2022
Q2 		$6.15M Buy
184,139
+15,305
+9% +$520K 0.01% 1132
2022
Q1 		$5.81M Buy
168,834
+72,172
+75% +$2.37M 0.01% 1245
2021
Q4 		$3.19M Buy
+96,662
New +$3.1M ﹤0.01% 1596

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

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

First Trust Advisors increased its Phillips Edison & Co (PECO) stake by 24% in Q2 2026, buying an estimated $1.14M and bringing the position to 148,311 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

First Trust Advisors first reported a position in PECO in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q4 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • First Trust Advisors held 148,311 shares of Phillips Edison & Co worth $6.17M as of Q2 2026.
  • First Trust Advisors bought 28,426 Phillips Edison & Co shares in Q2 2026, an estimated $1.14M.
  • Phillips Edison & Co made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1455 holding.
  • First Trust Advisors first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 19 quarters since.
  • First Trust Advisors's Phillips Edison & Co position peaked at $11.3M in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.