Laird Norton Wetherby Trust Company’s Phillips Edison & Co PECO Stock Holding History

Laird Norton Wetherby Trust Company’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	$295K	Sell	7,073 -25	-0.4%	-$999	0.01%	875
2026 Q1	$266K	Buy	7,098 +33	+0.5%	+$1.23K	0.01%	900
2025 Q4	$252K	Buy	+7,065	New	+$245K	0.01%	940
2023 Q4	–	Sell	-6,800	Closed	-$229K	–	135
2023 Q3	$229K	Hold	6,800	–	–	0.03%	105
2023 Q2	$232K	Hold	6,800	–	–	0.03%	101
2023 Q1	$222K	Hold	6,800	–	–	0.03%	105
2022 Q4	$217K	Buy	+6,800	New	+$209K	0.03%	104
2022 Q3	–	Sell	-6,800	Closed	-$227K	–	108
2022 Q2	$227K	Hold	6,800	–	–	0.03%	106
2022 Q1	$233K	Buy	+6,800	New	+$223K	0.02%	172

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

Laird Norton Wetherby Trust Company's PECO Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Phillips Edison & Co (PECO) stake by 0.35% in Q2 2026, selling an estimated $999 and leaving 7,073 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #875.

Laird Norton Wetherby Trust Company first reported a position in PECO in Q1 2022 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Laird Norton Wetherby Trust Company held 7,073 shares of Phillips Edison & Co worth $295K as of Q2 2026.
Laird Norton Wetherby Trust Company sold 25 Phillips Edison & Co shares in Q2 2026, an estimated $999.
Phillips Edison & Co made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #875 holding.
Laird Norton Wetherby Trust Company first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 9 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.