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Henshaw Capital’s Phillips Edison & Co PECO Stock Holding History

Henshaw Capital’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
2025
Q4 		– Sell
-7,588
Closed -$260K – 238
2025
Q3 		$260K Sell
7,588
-2,651
-26% -$91.9K 0.01% 244
2025
Q2 		$359K Hold
10,239
– – 0.01% 264
2025
Q1 		$374K Hold
10,239
– – 0.02% 261
2024
Q4 		$384K Hold
10,239
– – 0.02% 257
2024
Q3 		$386K Hold
10,239
– – 0.02% 260
2024
Q2 		$335K Hold
10,239
– – 0.02% 230
2024
Q1 		$367K Hold
10,239
– – 0.02% 221
2023
Q4 		$374K Hold
10,239
– – 0.02% 208
2023
Q3 		$343K Buy
10,239
+3,865
+61% +$134K 0.02% 209
2023
Q2 		$217K Buy
+6,374
New +$199K 0.01% 237

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return