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Jackson Creek Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Jackson Creek Investment Advisors’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 		$507K Buy
+11,942
New +$477K 0.17% 250
2023
Q4 		– Sell
-27,833
Closed -$934K – 350
2023
Q3 		$934K Buy
+27,833
New +$962K 0.39% 98
2022
Q3 		– Sell
-31,979
Closed -$1.09M – 336
2022
Q2 		$1.09M Sell
31,979
-2,616
-8% -$88.8K 0.44% 48
2022
Q1 		$1.19M Buy
+34,595
New +$1.14M 0.43% 68

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

Jackson Creek Investment Advisors's PECO Position: Q2 2026 in Review

Jackson Creek Investment Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 11,942 shares worth $507K. The stake represents 0.17% of the portfolio and ranks #250 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in PECO as recently as Q3 2023.

Jackson Creek Investment Advisors first reported a position in PECO in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2022. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Jackson Creek Investment Advisors held 11,942 shares of Phillips Edison & Co worth $507K as of Q2 2026.
  • Phillips Edison & Co was a new Jackson Creek Investment Advisors position in Q2 2026.
  • Phillips Edison & Co made up 0.17% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Jackson Creek Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 4 quarters since.
  • Jackson Creek Investment Advisors's Phillips Edison & Co position peaked at $1.19M in Q1 2022.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.