Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Phillips Edison & Co PECO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$1.55M Sell
41,363
-120,307
-74% -$4.47M ﹤0.01% 1057
2025
Q4 		$5.75M Buy
+161,670
New +$5.61M 0.01% 624

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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 $1.88T AUM 44.46% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's PECO Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Phillips Edison & Co (PECO) stake by 74% in Q1 2026, selling an estimated $4.47M and leaving 41,363 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in PECO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.75M in Q4 2025. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 41,363 shares of Phillips Edison & Co worth $1.55M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 120,307 Phillips Edison & Co shares in Q1 2026, an estimated $4.47M.
  • Phillips Edison & Co made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1057 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 2 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Phillips Edison & Co position peaked at $5.75M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.