Loomis, Sayles & Company
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Loomis, Sayles & Company’s Phillips Edison & Co PECO Stock Holding History

Loomis, Sayles & 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 		$27.5K Hold
734
– – ﹤0.01% 659
2025
Q4 		$26.1K Hold
734
– – ﹤0.01% 669
2025
Q3 		$25.2K Sell
734
-38
-5% -$1.32K ﹤0.01% 682
2025
Q2 		$27K Buy
772
+156
+25% +$5.52K ﹤0.01% 678
2025
Q1 		$22K Buy
616
+32
+5% +$1.16K ﹤0.01% 695
2024
Q4 		$22K Buy
+584
New +$22.2K ﹤0.01% 688

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

Loomis, Sayles & Company's PECO Position: Q1 2026 in Review

Loomis, Sayles & Company held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 734 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Loomis, Sayles & Company first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Loomis, Sayles & Company held 734 shares of Phillips Edison & Co worth $27.5K as of Q1 2026.
  • Loomis, Sayles & Company left its Phillips Edison & Co share count unchanged in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #659 holding.
  • Loomis, Sayles & Company first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 6 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.