Invesco
PECO icon

Invesco’s Phillips Edison & Co PECO Stock Holding History

Invesco’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 		$17.3M Buy
462,515
+6,717
+1% +$250K ﹤0.01% 1531
2025
Q4 		$16.2M Buy
455,798
+17,097
+4% +$593K ﹤0.01% 1579
2025
Q3 		$15.1M Buy
438,701
+20,317
+5% +$704K ﹤0.01% 1590
2025
Q2 		$14.7M Sell
418,384
-13,501
-3% -$478K ﹤0.01% 1574
2025
Q1 		$15.8M Buy
431,885
+38,264
+10% +$1.38M ﹤0.01% 1548
2024
Q4 		$14.7M Buy
393,621
+12,521
+3% +$477K ﹤0.01% 1638
2024
Q3 		$14.4M Sell
381,100
-6,251
-2% -$223K ﹤0.01% 1643
2024
Q2 		$12.7M Buy
387,351
+16,573
+4% +$540K ﹤0.01% 1669
2024
Q1 		$13.3M Sell
370,778
-44,497
-11% -$1.57M ﹤0.01% 1658
2023
Q4 		$15.1M Buy
415,275
+22,638
+6% +$792K ﹤0.01% 1568
2023
Q3 		$13.2M Buy
392,637
+116,369
+42% +$4.02M ﹤0.01% 1584
2023
Q2 		$9.42M Buy
276,268
+34,319
+14% +$1.07M ﹤0.01% 1851
2023
Q1 		$7.89M Buy
241,949
+23,266
+11% +$761K ﹤0.01% 1978
2022
Q4 		$6.96M Buy
218,683
+27,189
+14% +$836K ﹤0.01% 2073
2022
Q3 		$5.37M Buy
191,494
+19,527
+11% +$642K ﹤0.01% 2188
2022
Q2 		$5.75M Buy
171,967
+83,226
+94% +$2.83M ﹤0.01% 2213
2022
Q1 		$3.05M Buy
88,741
+81,621
+1,146% +$2.68M ﹤0.01% 2618
2021
Q4 		$235K Buy
+7,120
New +$228K ﹤0.01% 3721

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