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

Hendershot 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 		$459K Hold
11,021
– – 0.06% 90
2026
Q1 		$412K Hold
11,021
– – 0.06% 92
2025
Q4 		$392K Hold
11,021
– – 0.05% 88
2025
Q3 		$378K Hold
11,021
– – 0.05% 91
2025
Q2 		$386K Hold
11,021
– – 0.05% 90
2025
Q1 		$402K Sell
11,021
-2,867
-21% -$104K 0.05% 89
2024
Q4 		$520K Sell
13,888
-8
-0.1% -$305 0.07% 84
2024
Q3 		$524K Hold
13,896
– – 0.07% 87
2024
Q2 		$455K Sell
13,896
-135
-1% -$4.4K 0.07% 90
2024
Q1 		$503K Sell
14,031
-28
-0.2% -$989 0.07% 85
2023
Q4 		$513K Sell
14,059
-1,530
-10% -$53.5K 0.08% 83
2023
Q3 		$523K Sell
15,589
-58
-0.4% -$2K 0.09% 80
2023
Q2 		$533K Hold
15,647
– – 0.09% 81
2023
Q1 		$510K Sell
15,647
-2,008
-11% -$65.7K 0.09% 84
2022
Q4 		$562K Hold
17,655
– – 0.09% 91
2022
Q3 		$495K Hold
17,655
– – 0.09% 93
2022
Q2 		$590K Hold
17,655
– – 0.1% 92
2022
Q1 		$607K Buy
+17,655
New +$580K 0.09% 94

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hendershot Investments's PECO Position: Q2 2026 in Review

Hendershot Investments held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 11,021 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #90.

Hendershot Investments first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $607K in Q1 2022. 262 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Hendershot Investments held 11,021 shares of Phillips Edison & Co worth $459K as of Q2 2026.
  • Hendershot Investments left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.06% of Hendershot Investments's portfolio in Q2 2026, its #90 holding.
  • Hendershot Investments first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Hendershot Investments's Phillips Edison & Co position peaked at $607K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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