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Flagship Harbor Advisors’s Phillips Edison & Co PECO Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-859
Closed -$30.6K – 1746
2025
Q4 		$30.6K Buy
+859
New +$29.8K ﹤0.01% 1203

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Flagship Harbor Advisors's PECO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 859 shares — an estimated $30.6K sold.

Flagship Harbor Advisors first reported a position in PECO in Q4 2025 and held it in 1 quarter. The position peaked at $30.6K in Q4 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 859 Phillips Edison & Co shares in Q1 2026, an estimated $30.6K.
  • Flagship Harbor Advisors first reported a position in Phillips Edison & Co in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Phillips Edison & Co position peaked at $30.6K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.