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LaSalle St. Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

LaSalle St. Investment Advisors’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 		$209K Buy
+5,014
New +$200K 0.03% 411
2025
Q4 		– Sell
-7,040
Closed -$241K – 382
2025
Q3 		$241K Sell
7,040
-660
-9% -$22.9K 0.04% 297
2025
Q2 		$269K Sell
7,700
-877
-10% -$31K 0.07% 249
2025
Q1 		$312K Buy
8,577
+987
+13% +$35.7K 0.07% 216
2024
Q4 		$284K Buy
+7,590
New +$289K 0.09% 205

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 $3.38T AUM 44.17% 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

LaSalle St. Investment Advisors's PECO Position: Q2 2026 in Review

LaSalle St. Investment Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 5,014 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #411 among its holdings. This is a return to the name: LaSalle St. Investment Advisors previously reported a position in PECO as recently as Q3 2025.

LaSalle St. Investment Advisors first reported a position in PECO in Q4 2024 and has held it in 5 quarters since. The position peaked at $312K in Q1 2025. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • LaSalle St. Investment Advisors held 5,014 shares of Phillips Edison & Co worth $209K as of Q2 2026.
  • Phillips Edison & Co was a new LaSalle St. Investment Advisors position in Q2 2026.
  • Phillips Edison & Co made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #411 holding.
  • LaSalle St. Investment Advisors first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 5 quarters since.
  • LaSalle St. Investment Advisors's Phillips Edison & Co position peaked at $312K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.