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

Mackenzie 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
Q2 		$16.8M Buy
404,204
+360,157
+818% +$14.4M 0.02% 491
2026
Q1 		$1.65M Buy
44,047
+35,435
+411% +$1.32M ﹤0.01% 976
2025
Q4 		$308K Sell
8,612
-5
-0.1% -$174 ﹤0.01% 1377
2025
Q3 		$296K Sell
8,617
-1
-0% -$35 ﹤0.01% 1413
2025
Q2 		$302K Buy
8,618
+252
+3% +$8.92K ﹤0.01% 1397
2025
Q1 		$305K Buy
8,366
+1
+0% +$36 ﹤0.01% 1374
2024
Q4 		$313K Sell
8,365
-7
-0.1% -$267 ﹤0.01% 1367
2024
Q3 		$316K Buy
8,372
+802
+11% +$28.6K ﹤0.01% 1161
2024
Q2 		$248K Buy
7,570
+18
+0.2% +$587 ﹤0.01% 1259
2024
Q1 		$271K Sell
7,552
-4
-0.1% -$141 ﹤0.01% 1215
2023
Q4 		$276K Buy
7,556
+1
+0% +$35 ﹤0.01% 1188
2023
Q3 		$245K Sell
7,555
-23
-0.3% -$795 ﹤0.01% 1206
2023
Q2 		$259K Buy
7,578
+16
+0.2% +$499 ﹤0.01% 1224
2023
Q1 		$247K Buy
7,562
+1
+0% +$33 ﹤0.01% 1262
2022
Q4 		$241K Sell
7,561
-1,559
-17% -$47.9K ﹤0.01% 1167
2022
Q3 		$256K Sell
9,120
-1,036
-10% -$34.1K ﹤0.01% 1150
2022
Q2 		$339K Buy
10,156
+2,289
+29% +$77.7K ﹤0.01% 1050
2022
Q1 		$271K Buy
+7,867
New +$258K ﹤0.01% 1166

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 $3.37T AUM 44.26% 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

Mackenzie Financial's PECO Position: Q2 2026 in Review

Mackenzie Financial increased its Phillips Edison & Co (PECO) stake by 818% in Q2 2026, buying an estimated $14.4M and bringing the position to 404,204 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #491.

Mackenzie Financial first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Mackenzie Financial held 404,204 shares of Phillips Edison & Co worth $16.8M as of Q2 2026.
  • Mackenzie Financial bought 360,157 Phillips Edison & Co shares in Q2 2026, an estimated $14.4M.
  • Phillips Edison & Co made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #491 holding.
  • Mackenzie Financial first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.