Granite Investment Partners’s Phillips Edison & Co PECO Stock Holding History

Granite Investment Partners’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	-142,945	Closed	-$5.08M	–	279
2025 Q4	$5.08M	Sell	142,945 -9,619	-6%	-$334K	0.3%	108
2025 Q3	$5.24M	Sell	152,564 -69,365	-31%	-$2.4M	0.3%	110
2025 Q2	$7.77M	Buy	+221,929	New	+$7.85M	0.38%	88
2023 Q1	–	Sell	-137,399	Closed	-$4.37M	–	274
2022 Q4	$4.37M	Sell	137,399 -39,591	-22%	-$1.22M	0.18%	147
2022 Q3	$4.96M	Buy	176,990 +1,085	+0.6%	+$35.7K	0.22%	139
2022 Q2	$5.88M	Buy	175,905 +10,120	+6%	+$344K	0.24%	117
2022 Q1	$5.7M	Buy	+165,785	New	+$5.44M	0.19%	135

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Granite Investment Partners's PECO Position: Q1 2026 in Review

Granite Investment Partners sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 142,945 shares — an estimated $5.08M sold.

Granite Investment Partners first reported a position in PECO in Q1 2022 and held it in 7 quarters. The position peaked at $7.77M in Q2 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Granite Investment Partners reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Granite Investment Partners sold 142,945 Phillips Edison & Co shares in Q1 2026, an estimated $5.08M.
Granite Investment Partners first reported a position in Phillips Edison & Co in Q1 2022 and held it in 7 quarters.
Granite Investment Partners's Phillips Edison & Co position peaked at $7.77M in Q2 2025.
441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.