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InceptionR’s Phillips Edison & Co PECO Stock Holding History

InceptionR’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 		$578K Sell
13,891
-11,685
-46% -$467K 0.14% 270
2026
Q1 		$957K Sell
25,576
-10,865
-30% -$404K 0.23% 132
2025
Q4 		$1.3M Buy
36,441
+17,801
+95% +$618K 0.36% 53
2025
Q3 		$640K Sell
18,640
-94
-0.5% -$3.26K 0.15% 241
2025
Q2 		$656K Buy
+18,734
New +$663K 0.15% 245

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 $3.37T AUM 44.26% 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

InceptionR's PECO Position: Q2 2026 in Review

InceptionR reduced its Phillips Edison & Co (PECO) stake by 46% in Q2 2026, selling an estimated $467K and leaving 13,891 shares worth $578K. The position accounts for 0.14% of the portfolio, ranked #270.

InceptionR first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q4 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • InceptionR held 13,891 shares of Phillips Edison & Co worth $578K as of Q2 2026.
  • InceptionR sold 11,685 Phillips Edison & Co shares in Q2 2026, an estimated $467K.
  • Phillips Edison & Co made up 0.14% of InceptionR's portfolio in Q2 2026, its #270 holding.
  • InceptionR first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • InceptionR's Phillips Edison & Co position peaked at $1.3M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.