Janney Montgomery Scott
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Janney Montgomery Scott’s Phillips Edison & Co PECO Stock Holding History

Janney Montgomery Scott’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 		$975K Hold
26,063
– – ﹤0.01% 1660
2025
Q4 		$927K Sell
26,063
-316
-1% -$11K ﹤0.01% 1777
2025
Q3 		$906K Sell
26,379
-190
-0.7% -$6.58K ﹤0.01% 1765
2025
Q2 		$931K Sell
26,569
-880
-3% -$31.1K ﹤0.01% 1621
2025
Q1 		$1M Buy
+27,449
New +$992K ﹤0.01% 1541
2024
Q4 		– Sell
-27,449
Closed -$1.03M – 2805
2024
Q3 		$1.03M Sell
27,449
-524
-2% -$18.7K ﹤0.01% 1479
2024
Q2 		$915K Sell
27,973
-2,675
-9% -$87.2K ﹤0.01% 1496
2024
Q1 		$1.1M Hold
30,648
– – ﹤0.01% 1469
2023
Q4 		$1.12M Hold
30,648
– – ﹤0.01% 1384
2023
Q3 		$1.03M Hold
30,648
– – ﹤0.01% 1328
2023
Q2 		$1.04M Hold
30,648
– – ﹤0.01% 1389
2023
Q1 		$1M Sell
30,648
-500
-2% -$16.4K ﹤0.01% 1316
2022
Q4 		$992K Sell
31,148
-194
-0.6% -$5.96K ﹤0.01% 1383
2022
Q3 		$879K Buy
31,342
+1,200
+4% +$39.4K ﹤0.01% 1375
2022
Q2 		$1.02M Buy
+30,142
New +$1.02M ﹤0.01% 1233

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

Janney Montgomery Scott's PECO Position: Q1 2026 in Review

Janney Montgomery Scott held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 26,063 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Janney Montgomery Scott first reported a position in PECO in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Janney Montgomery Scott held 26,063 shares of Phillips Edison & Co worth $975K as of Q1 2026.
  • Janney Montgomery Scott left its Phillips Edison & Co share count unchanged in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1660 holding.
  • Janney Montgomery Scott first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 15 quarters since.
  • Janney Montgomery Scott's Phillips Edison & Co position peaked at $1.12M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.