Foresight Group’s Phillips Edison & Co PECO Stock Holding History

Foresight Group’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 Q3	–	Sell	-22,347	Closed	-$942K	–	40
2026 Q2	$942K	Sell	22,347 -5,099	-19%	-$204K	0.17%	52
2026 Q1	$1.03M	Sell	27,446 -5,861	-18%	-$218K	0.18%	47
2025 Q4	$1.19M	Hold	33,307	–	–	0.18%	44
2025 Q3	$1.14M	Hold	33,307	–	–	0.17%	43
2025 Q2	$1.16M	Hold	33,307	–	–	0.17%	50
2025 Q1	$1.2M	Sell	33,307 -2,222	-6%	-$80.3K	0.17%	50
2024 Q4	$1.32M	Buy	+35,529	New	+$1.35M	0.2%	17

Other funds holding PECO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Foresight Group's PECO Position: Q3 2026 in Review

Foresight Group sold out of Phillips Edison & Co (PECO) in Q3 2026, closing a stake of 22,347 shares — an estimated $942K sold.

Foresight Group first reported a position in PECO in Q4 2024 and held it in 7 quarters. The position peaked at $1.32M in Q4 2024. 356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

Foresight Group reported no remaining Phillips Edison & Co position as of Q3 2026 after selling out during the quarter.
Foresight Group sold 22,347 Phillips Edison & Co shares in Q3 2026, an estimated $942K.
Foresight Group first reported a position in Phillips Edison & Co in Q4 2024 and held it in 7 quarters.
Foresight Group's Phillips Edison & Co position peaked at $1.32M in Q4 2024.
356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Foresight Group's 13F filing for Q3 2026.