Kennedy Capital Management’s Phillips Edison & Co PECO Stock Holding History

Kennedy Capital 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	$18.6M	Buy	496,709 +147,126	+42%	+$5.47M	0.39%	69
2025 Q4	$12.4M	Buy	349,583 +58,868	+20%	+$2.04M	0.26%	138
2025 Q3	$9.98M	Buy	290,715 +51,025	+21%	+$1.77M	0.22%	157
2025 Q2	$8.4M	Sell	239,690 -40,199	-14%	-$1.42M	0.2%	179
2025 Q1	$10.2M	Sell	279,889 -23,840	-8%	-$861K	0.24%	135
2024 Q4	$11.4M	Sell	303,729 -9,377	-3%	-$357K	0.25%	116
2024 Q3	$11.8M	Buy	313,106 +198,419	+173%	+$7.08M	0.26%	104
2024 Q2	$3.75M	Buy	+114,687	New	+$3.74M	0.08%	385

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kennedy Capital Management's PECO Position: Q1 2026 in Review

Kennedy Capital Management increased its Phillips Edison & Co (PECO) stake by 42% in Q1 2026, buying an estimated $5.47M and bringing the position to 496,709 shares worth $18.6M. The position accounts for 0.39% of the portfolio, ranked #69.

Kennedy Capital Management first reported a position in PECO in Q2 2024 and has held it in 8 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Kennedy Capital Management held 496,709 shares of Phillips Edison & Co worth $18.6M as of Q1 2026.
Kennedy Capital Management bought 147,126 Phillips Edison & Co shares in Q1 2026, an estimated $5.47M.
Phillips Edison & Co made up 0.39% of Kennedy Capital Management's portfolio in Q1 2026, its #69 holding.
Kennedy Capital Management first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 8 quarters since.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.