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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return