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 Q2	$20.1M	Sell	481,848 -14,861	-3%	-$594K	0.36%	79
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 $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

Kennedy Capital Management's PECO Position: Q2 2026 in Review

Kennedy Capital Management reduced its Phillips Edison & Co (PECO) stake by 3% in Q2 2026, selling an estimated $594K and leaving 481,848 shares worth $20.1M. The position accounts for 0.36% of the portfolio, ranked #79.

Kennedy Capital Management first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Kennedy Capital Management held 481,848 shares of Phillips Edison & Co worth $20.1M as of Q2 2026.
Kennedy Capital Management sold 14,861 Phillips Edison & Co shares in Q2 2026, an estimated $594K.
Phillips Edison & Co made up 0.36% of Kennedy Capital Management's portfolio in Q2 2026, its #79 holding.
Kennedy Capital Management first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.