LPL Financial
PECO icon

LPL Financial’s Phillips Edison & Co PECO Stock Holding History

LPL Financial’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 		$12.9M Sell
345,513
-10,943
-3% -$407K ﹤0.01% 1792
2025
Q4 		$12.7M Sell
356,456
-35,203
-9% -$1.22M ﹤0.01% 1732
2025
Q3 		$13.4M Sell
391,659
-21,027
-5% -$729K ﹤0.01% 1631
2025
Q2 		$14.5M Buy
412,686
+24,602
+6% +$870K ﹤0.01% 1465
2025
Q1 		$14.2M Buy
388,084
+17,448
+5% +$630K 0.01% 1371
2024
Q4 		$13.9M Buy
370,636
+41,468
+13% +$1.58M 0.01% 1306
2024
Q3 		$12.4M Buy
329,168
+42,674
+15% +$1.52M 0.01% 1322
2024
Q2 		$9.37M Sell
286,494
-33,275
-10% -$1.09M ﹤0.01% 1417
2024
Q1 		$11.5M Sell
319,769
-53,599
-14% -$1.89M 0.01% 1247
2023
Q4 		$13.6M Buy
373,368
+25,333
+7% +$886K 0.01% 1061
2023
Q3 		$11.7M Buy
348,035
+93,719
+37% +$3.24M 0.01% 1076
2023
Q2 		$8.67M Sell
254,316
-12,650
-5% -$395K 0.01% 1216
2023
Q1 		$8.71M Sell
266,966
-60,404
-18% -$1.98M 0.01% 1172
2022
Q4 		$10.4M Sell
327,370
-129,801
-28% -$3.99M 0.01% 1003
2022
Q3 		$12.8M Buy
457,171
+41,489
+10% +$1.36M 0.01% 831
2022
Q2 		$13.9M Buy
+415,682
New +$14.1M 0.01% 802

Other funds holding PECO

BlackRock
BlackRock New York $5.7T 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