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

Horizon 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 		$1.21M Buy
32,547
+11,839
+57% +$440K 0.01% 601
2025
Q4 		$734K Buy
20,708
+4,661
+29% +$162K 0.01% 724
2025
Q3 		$549K Buy
16,047
+1,136
+8% +$39.4K 0.01% 802
2025
Q2 		$521K Buy
+14,911
New +$528K 0.01% 748
2024
Q3 		– Sell
-942
Closed -$30.8K – 873
2024
Q2 		$30.8K Hold
942
– – ﹤0.01% 652
2024
Q1 		$33.8K Hold
942
– – ﹤0.01% 638
2023
Q4 		$34.3K Buy
+942
New +$32.9K ﹤0.01% 619

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T 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
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

Horizon Investments's PECO Position: Q1 2026 in Review

Horizon Investments increased its Phillips Edison & Co (PECO) stake by 57% in Q1 2026, buying an estimated $440K and bringing the position to 32,547 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #601.

Horizon Investments first reported a position in PECO in Q4 2023 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Horizon Investments held 32,547 shares of Phillips Edison & Co worth $1.21M as of Q1 2026.
  • Horizon Investments bought 11,839 Phillips Edison & Co shares in Q1 2026, an estimated $440K.
  • Phillips Edison & Co made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #601 holding.
  • Horizon Investments first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 7 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.