Fox Run Management’s Phillips Edison & Co PECO Stock Holding History

Fox Run Management’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	$530K	Buy	12,738 +3,150	+33%	+$126K	0.09%	454
2026 Q1	$358K	Sell	9,588 -10,234	-52%	-$380K	0.06%	572
2025 Q4	$705K	Buy	+19,822	New	+$688K	0.11%	352
2025 Q1	–	Sell	-12,874	Closed	-$482K	–	1147
2024 Q4	$482K	Buy	+12,874	New	+$490K	0.09%	445
2023 Q2	–	Sell	-12,366	Closed	-$403K	–	894
2023 Q1	$403K	Buy	+12,366	New	+$405K	0.13%	295

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

Fox Run Management's PECO Position: Q2 2026 in Review

Fox Run Management increased its Phillips Edison & Co (PECO) stake by 33% in Q2 2026, buying an estimated $126K and bringing the position to 12,738 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #454.

Fox Run Management first reported a position in PECO in Q1 2023 and has held it in 5 quarters since. The position peaked at $705K in Q4 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Fox Run Management held 12,738 shares of Phillips Edison & Co worth $530K as of Q2 2026.
Fox Run Management bought 3,150 Phillips Edison & Co shares in Q2 2026, an estimated $126K.
Phillips Edison & Co made up 0.09% of Fox Run Management's portfolio in Q2 2026, its #454 holding.
Fox Run Management first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 5 quarters since.
Fox Run Management's Phillips Edison & Co position peaked at $705K in Q4 2025.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.