MAI Capital Management’s Phillips Edison & Co PECO Stock Holding History

MAI Capital 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 Q2	–	Sell	-6,090	Closed	-$228K	–	3962
2026 Q1	$228K	Buy	6,090 +3,072	+102%	+$114K	﹤0.01%	1397
2025 Q4	$107K	Buy	3,018 +18	+0.6%	+$625	﹤0.01%	1604
2025 Q3	$103K	Hold	3,000	–	–	﹤0.01%	1559
2025 Q2	$105K	Hold	3,000	–	–	﹤0.01%	1461
2025 Q1	$109K	Sell	3,000 -2,500	-45%	-$90.3K	﹤0.01%	1362
2024 Q4	$206K	Buy	+5,500	New	+$210K	﹤0.01%	1137
2023 Q3	–	Sell	-17,606	Closed	-$600K	–	1107
2023 Q2	$600K	Buy	+17,606	New	+$550K	0.01%	564

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MAI Capital Management's PECO Position: Q2 2026 in Review

MAI Capital Management sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 6,090 shares — an estimated $228K sold.

MAI Capital Management first reported a position in PECO in Q2 2023 and held it in 7 quarters. The position peaked at $600K in Q2 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

MAI Capital Management reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 6,090 Phillips Edison & Co shares in Q2 2026, an estimated $228K.
MAI Capital Management first reported a position in Phillips Edison & Co in Q2 2023 and held it in 7 quarters.
MAI Capital Management's Phillips Edison & Co position peaked at $600K in Q2 2023.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.