HI
PECO icon

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
Q2 		$1.82M Buy
43,905
+11,358
+35% +$454K 0.02% 550
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horizon Investments's PECO Position: Q2 2026 in Review

Horizon Investments increased its Phillips Edison & Co (PECO) stake by 35% in Q2 2026, buying an estimated $454K and bringing the position to 43,905 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #550.

Horizon Investments first reported a position in PECO in Q4 2023 and has held it in 8 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Horizon Investments held 43,905 shares of Phillips Edison & Co worth $1.82M as of Q2 2026.
  • Horizon Investments bought 11,358 Phillips Edison & Co shares in Q2 2026, an estimated $454K.
  • Phillips Edison & Co made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #550 holding.
  • Horizon Investments first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 8 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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