Lazard Asset Management
PECO icon

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

Lazard 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
Q1 		$1.56M Buy
41,796
+789
+2% +$29.3K ﹤0.01% 1023
2025
Q4 		$1.46M Buy
+41,007
New +$1.42M ﹤0.01% 1025
2025
Q3 		– Sell
-30,876
Closed -$1.08M – 2194
2025
Q2 		$1.08M Buy
30,876
+314
+1% +$11.1K ﹤0.01% 1276
2025
Q1 		$1.11M Buy
30,562
+5,666
+23% +$205K ﹤0.01% 1182
2024
Q4 		$932K Buy
24,896
+7,740
+45% +$295K ﹤0.01% 1178
2024
Q3 		$646K Buy
17,156
+9,180
+115% +$328K ﹤0.01% 1283
2024
Q2 		$260K Buy
7,976
+4,902
+159% +$160K ﹤0.01% 1471
2024
Q1 		$110K Sell
3,074
-76
-2% -$2.69K ﹤0.01% 1504
2023
Q4 		$114K Buy
3,150
+22
+0.7% +$769 ﹤0.01% 1611
2023
Q3 		$104K Buy
3,128
+411
+15% +$14.2K ﹤0.01% 1618
2023
Q2 		$92K Hold
2,717
– – ﹤0.01% 1609
2023
Q1 		$88K Hold
2,717
– – ﹤0.01% 1581
2022
Q4 		$86K Hold
2,717
– – ﹤0.01% 1585
2022
Q3 		$76K Hold
2,717
– – ﹤0.01% 1600
2022
Q2 		$90K Buy
2,717
+1,875
+223% +$63.6K ﹤0.01% 1549
2022
Q1 		$28K Hold
842
– – ﹤0.01% 1995
2021
Q4 		$27K Hold
842
– – ﹤0.01% 1972
2021
Q3 		$25K Buy
+842
New +$24.7K ﹤0.01% 1972

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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

Lazard Asset Management's PECO Position: Q1 2026 in Review

Lazard Asset Management increased its Phillips Edison & Co (PECO) stake by 1.9% in Q1 2026, buying an estimated $29.3K and bringing the position to 41,796 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Lazard Asset Management first reported a position in PECO in Q3 2021 and has held it in 18 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Lazard Asset Management held 41,796 shares of Phillips Edison & Co worth $1.56M as of Q1 2026.
  • Lazard Asset Management bought 789 Phillips Edison & Co shares in Q1 2026, an estimated $29.3K.
  • Phillips Edison & Co made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1023 holding.
  • Lazard Asset Management first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 18 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.