IAIM
PECO icon

International Assets Investment Management’s Phillips Edison & Co PECO Stock Holding History

International Assets Investment Management’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 		$81.5K Hold
1,962
– – ﹤0.01% 1155
2026
Q1 		$73.1K Sell
1,962
-200
-9% -$7.43K 0.01% 1105
2025
Q4 		$76.9K Buy
+2,162
New +$75K 0.01% 1079
2024
Q4 		– Sell
-104,117
Closed -$2.76K – 1569
2024
Q3 		$2.76K Buy
104,117
+100,856
+3,093% +$3.6M 0.01% 774
2024
Q2 		$107K Buy
+3,261
New +$106K 0.01% 926
2023
Q3 		– Sell
-6,976
Closed -$238K – 697
2023
Q2 		$238K Sell
6,976
-699
-9% -$21.8K 0.03% 453
2023
Q1 		$250K Sell
7,675
-9,419
-55% -$308K 0.04% 411
2022
Q4 		$544K Buy
+17,094
New +$526K 0.06% 331

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

International Assets Investment Management's PECO Position: Q2 2026 in Review

International Assets Investment Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 1,962 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

International Assets Investment Management first reported a position in PECO in Q4 2022 and has held it in 8 quarters since. The position peaked at $544K in Q4 2022. 287 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • International Assets Investment Management held 1,962 shares of Phillips Edison & Co worth $81.5K as of Q2 2026.
  • International Assets Investment Management left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1155 holding.
  • International Assets Investment Management first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 8 quarters since.
  • International Assets Investment Management's Phillips Edison & Co position peaked at $544K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.