Halbert Hargrove Global Advisors’s Phillips Edison & Co PECO Stock Holding History

Halbert Hargrove Global 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 Q3	$75.5K	Buy	+2,021	New	+$81.4K	﹤0.01%	170

Other funds holding PECO

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Halbert Hargrove Global Advisors's PECO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Phillips Edison & Co (PECO) in Q3 2026: 2,021 shares worth $75.5K. The stake represents ﹤0.01% of the portfolio and ranks #170 among its holdings.

242 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

Halbert Hargrove Global Advisors held 2,021 shares of Phillips Edison & Co worth $75.5K as of Q3 2026.
Phillips Edison & Co was a new Halbert Hargrove Global Advisors position in Q3 2026.
Phillips Edison & Co made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #170 holding.
242 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.