Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Phillips Edison & Co PECO Stock Holding History

Jacobs Levy Equity 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
Q1 		$542K Hold
14,475
– – ﹤0.01% 816
2025
Q4 		$515K Sell
14,475
-487
-3% -$16.9K ﹤0.01% 793
2025
Q3 		$514K Sell
14,962
-55,352
-79% -$1.92M ﹤0.01% 818
2025
Q2 		$2.46M Sell
70,314
-88,735
-56% -$3.14M 0.01% 581
2025
Q1 		$5.8M Sell
159,049
-22,807
-13% -$824K 0.02% 436
2024
Q4 		$6.81M Buy
181,856
+42,710
+31% +$1.63M 0.02% 371
2024
Q3 		$5.25M Buy
139,146
+118,640
+579% +$4.23M 0.02% 438
2024
Q2 		$671K Buy
+20,506
New +$669K ﹤0.01% 803
2022
Q3 		– Sell
-184,576
Closed -$6.17M – 1125
2022
Q2 		$6.17M Buy
184,576
+167,090
+956% +$5.67M 0.05% 380
2022
Q1 		$601K Buy
+17,486
New +$574K ﹤0.01% 836

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

Jacobs Levy Equity Management's PECO Position: Q1 2026 in Review

Jacobs Levy Equity Management held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 14,475 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Jacobs Levy Equity Management first reported a position in PECO in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.81M in Q4 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Jacobs Levy Equity Management held 14,475 shares of Phillips Edison & Co worth $542K as of Q1 2026.
  • Jacobs Levy Equity Management left its Phillips Edison & Co share count unchanged in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #816 holding.
  • Jacobs Levy Equity Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 10 quarters since.
  • Jacobs Levy Equity Management's Phillips Edison & Co position peaked at $6.81M in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.