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 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 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