Koshinski Asset Management
PECO icon

Koshinski Asset Management’s Phillips Edison & Co PECO Stock Holding History

Koshinski Asset 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 		$1.39M Sell
33,309
-74
-0.2% -$2.96K 0.07% 235
2026
Q1 		$1.25M Sell
33,383
-1,773
-5% -$65.9K 0.08% 239
2025
Q4 		$1.25M Sell
35,156
-3,190
-8% -$111K 0.08% 231
2025
Q3 		$1.32M Sell
38,346
-463
-1% -$16K 0.09% 217
2025
Q2 		$1.36M Sell
38,809
-18,175
-32% -$643K 0.1% 195
2025
Q1 		$2.08M Sell
56,984
-2,558
-4% -$92.4K 0.18% 122
2024
Q4 		$2.23M Sell
59,542
-697
-1% -$26.6K 0.19% 110
2024
Q3 		$2.27M Sell
60,239
-4,242
-7% -$151K 0.2% 111
2024
Q2 		$2.07M Buy
64,481
+5,860
+10% +$191K 0.19% 116
2024
Q1 		$2.1M Sell
58,621
-54,686
-48% -$1.93M 0.22% 105
2023
Q4 		$4.13M Buy
113,307
+39,961
+54% +$1.4M 0.63% 33
2023
Q3 		$2.46M Sell
73,346
-976
-1% -$33.7K 0.28% 78
2023
Q2 		$2.53M Sell
74,322
-50,414
-40% -$1.57M 0.27% 81
2023
Q1 		$4.07M Sell
124,736
-2,958
-2% -$96.8K 0.4% 59
2022
Q4 		$4.07M Sell
127,694
-1,981
-2% -$60.9K 0.39% 52
2022
Q3 		$3.64M Sell
129,675
-6,321
-5% -$208K 0.43% 54
2022
Q2 		$4.54M Sell
135,996
-1,464
-1% -$49.7K 0.45% 45
2022
Q1 		$4.73M Buy
137,460
+126,010
+1,101% +$4.14M 0.39% 53
2021
Q4 		$378K Buy
11,450
+500
+5% +$16K 0.03% 464
2021
Q3 		$336K Buy
+10,950
New +$321K 0.03% 482

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Koshinski Asset Management's PECO Position: Q2 2026 in Review

Koshinski Asset Management reduced its Phillips Edison & Co (PECO) stake by 0.22% in Q2 2026, selling an estimated $2.96K and leaving 33,309 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #235.

Koshinski Asset Management first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.73M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Koshinski Asset Management held 33,309 shares of Phillips Edison & Co worth $1.39M as of Q2 2026.
  • Koshinski Asset Management sold 74 Phillips Edison & Co shares in Q2 2026, an estimated $2.96K.
  • Phillips Edison & Co made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #235 holding.
  • Koshinski Asset Management first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Koshinski Asset Management's Phillips Edison & Co position peaked at $4.73M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.