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Harbour Investments’s Phillips Edison & Co PECO Stock Holding History

Harbour Investments’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 		$1.16M Sell
27,954
-816
-3% -$32.6K 0.02% 762
2026
Q1 		$1.08M Buy
28,770
+11,010
+62% +$409K 0.02% 736
2025
Q4 		$632K Sell
17,760
-1,611
-8% -$55.9K 0.01% 762
2025
Q3 		$665K Sell
19,371
-1,059
-5% -$36.7K 0.02% 709
2025
Q2 		$716K Sell
20,430
-771
-4% -$27.3K 0.02% 648
2025
Q1 		$774K Sell
21,201
-476
-2% -$17.2K 0.02% 565
2024
Q4 		$812K Sell
21,677
-923
-4% -$35.2K 0.02% 538
2024
Q3 		$852K Sell
22,600
-295
-1% -$10.5K 0.03% 499
2024
Q2 		$749K Sell
22,895
-1,036
-4% -$33.8K 0.03% 496
2024
Q1 		$858K Buy
23,931
+1,127
+5% +$39.8K 0.03% 447
2023
Q4 		$832K Sell
22,804
-1,321
-5% -$46.2K 0.03% 404
2023
Q3 		$809K Sell
24,125
-43,156
-64% -$1.49M 0.04% 372
2023
Q2 		$2.29M Sell
67,281
-6,086
-8% -$190K 0.11% 172
2023
Q1 		$2.39M Sell
73,367
-4,014
-5% -$131K 0.13% 145
2022
Q4 		$2.46M Sell
77,381
-1,856
-2% -$57.1K 0.15% 127
2022
Q3 		$2.65M Hold
79,237
– – 0.18% 104
2022
Q2 		$2.65M Buy
+79,237
New +$2.69M 0.18% 104
2021
Q4 		$29K Hold
890
– – ﹤0.01% 1505
2021
Q3 		$27K Buy
+890
New +$26.1K ﹤0.01% 2138

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harbour Investments's PECO Position: Q2 2026 in Review

Harbour Investments reduced its Phillips Edison & Co (PECO) stake by 2.8% in Q2 2026, selling an estimated $32.6K and leaving 27,954 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #762.

Harbour Investments first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q3 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Harbour Investments held 27,954 shares of Phillips Edison & Co worth $1.16M as of Q2 2026.
  • Harbour Investments sold 816 Phillips Edison & Co shares in Q2 2026, an estimated $32.6K.
  • Phillips Edison & Co made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #762 holding.
  • Harbour Investments first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • Harbour Investments's Phillips Edison & Co position peaked at $2.65M in Q3 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.