HSBC Holdings
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HSBC Holdings’s Phillips Edison & Co PECO Stock Holding History

HSBC Holdings’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 		$9.65M Buy
257,698
+8,713
+3% +$324K 0.01% 941
2025
Q4 		$8.86M Buy
248,985
+62,523
+34% +$2.17M ﹤0.01% 1000
2025
Q3 		$6.4M Buy
186,462
+63,973
+52% +$2.22M ﹤0.01% 1093
2025
Q2 		$4.29M Buy
122,489
+7,119
+6% +$252K ﹤0.01% 1215
2025
Q1 		$4.2M Buy
115,370
+10,188
+10% +$368K ﹤0.01% 1165
2024
Q4 		$3.94M Buy
105,182
+9,422
+10% +$359K ﹤0.01% 1219
2024
Q3 		$3.61M Sell
95,760
-2,633
-3% -$93.9K ﹤0.01% 1222
2024
Q2 		$3.22M Sell
98,393
-519
-0.5% -$16.9K ﹤0.01% 1219
2024
Q1 		$3.55M Buy
98,912
+30,960
+46% +$1.09M ﹤0.01% 1230
2023
Q4 		$2.48M Buy
67,952
+8,801
+15% +$308K ﹤0.01% 1402
2023
Q3 		$1.98M Sell
59,151
-7,095
-11% -$245K ﹤0.01% 1454
2023
Q2 		$2.26M Sell
66,246
-9,873
-13% -$308K ﹤0.01% 1395
2023
Q1 		$2.47M Buy
76,119
+25,522
+50% +$835K ﹤0.01% 1429
2022
Q4 		$1.61M Sell
50,597
-58,063
-53% -$1.79M ﹤0.01% 1777
2022
Q3 		$3.02M Buy
108,660
+92,589
+576% +$3.04M ﹤0.01% 1380
2022
Q2 		$537K Buy
+16,071
New +$546K ﹤0.01% 2284
2022
Q1 		– Sell
-18,817
Closed -$623K – 3421
2021
Q4 		$623K Buy
+18,817
New +$604K ﹤0.01% 2320

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

HSBC Holdings's PECO Position: Q1 2026 in Review

HSBC Holdings increased its Phillips Edison & Co (PECO) stake by 3.5% in Q1 2026, buying an estimated $324K and bringing the position to 257,698 shares worth $9.65M. The position accounts for 0.01% of the portfolio, ranked #941.

HSBC Holdings first reported a position in PECO in Q4 2021 and has held it in 17 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • HSBC Holdings held 257,698 shares of Phillips Edison & Co worth $9.65M as of Q1 2026.
  • HSBC Holdings bought 8,713 Phillips Edison & Co shares in Q1 2026, an estimated $324K.
  • Phillips Edison & Co made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #941 holding.
  • HSBC Holdings first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 17 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.