John Overdeck’s Phillips Edison & Co PECO Stock Holding History

John Overdeck’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	$486K	Buy	+11,689	New	+$467K	﹤0.01%	4177
2023 Q2	–	Sell	-9,000	Closed	-$294K	–	3207
2023 Q1	$294K	Buy	+9,000	New	+$294K	﹤0.01%	2427
2022 Q3	–	Sell	-143,100	Closed	-$4.78M	–	2723
2022 Q2	$4.78M	Sell	143,100 -67,200	-32%	-$2.28M	0.02%	796
2022 Q1	$7.23M	Buy	+210,300	New	+$6.9M	0.02%	746
2021 Q4	–	Sell	-41,900	Closed	-$1.29M	–	4729
2021 Q3	$1.29M	Buy	+41,900	New	+$1.23M	﹤0.01%	2382

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's PECO Position: Q2 2026 in Review

John Overdeck opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 11,689 shares worth $486K. The stake represents ﹤0.01% of the portfolio and ranks #4177 among its holdings. This is a return to the name: John Overdeck previously reported a position in PECO as recently as Q1 2023.

John Overdeck first reported a position in PECO in Q3 2021 and has held it in 5 quarters since. The position peaked at $7.23M in Q1 2022. 442 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

John Overdeck held 11,689 shares of Phillips Edison & Co worth $486K as of Q2 2026.
Phillips Edison & Co was a new John Overdeck position in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4177 holding.
John Overdeck first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 5 quarters since.
John Overdeck's Phillips Edison & Co position peaked at $7.23M in Q1 2022.
442 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.