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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

Fidelity Investments

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

Geode Capital Management

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

Canada Pension Plan Investment Board

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

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