Lighthouse Investment Partners’s Phillips Edison & Co PECO Stock Holding History

Lighthouse Investment Partners’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	–	Sell	-95,000	Closed	-$3.38M	–	976
2025 Q4	$3.38M	Sell	95,000 -5,000	-5%	-$174K	0.1%	250
2025 Q3	$3.43M	Buy	+100,000	New	+$3.46M	0.1%	258
2023 Q1	–	Sell	-7,830	Closed	-$249K	–	351
2022 Q4	$249K	Buy	+7,830	New	+$241K	0.03%	200

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lighthouse Investment Partners's PECO Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 95,000 shares — an estimated $3.38M sold.

Lighthouse Investment Partners first reported a position in PECO in Q4 2022 and held it in 3 quarters. The position peaked at $3.43M in Q3 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Lighthouse Investment Partners reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 95,000 Phillips Edison & Co shares in Q1 2026, an estimated $3.38M.
Lighthouse Investment Partners first reported a position in Phillips Edison & Co in Q4 2022 and held it in 3 quarters.
Lighthouse Investment Partners's Phillips Edison & Co position peaked at $3.43M in Q3 2025.
441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.