Martingale Asset Management’s Phillips Edison & Co PECO Stock Holding History

Martingale Asset 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 Q1	$3.08M	Buy	82,268 +26,818	+48%	+$997K	0.08%	254
2025 Q4	$1.97M	Sell	55,450 -14,683	-21%	-$510K	0.05%	319
2025 Q3	$2.41M	Sell	70,133 -11,191	-14%	-$388K	0.06%	270
2025 Q2	$2.85M	Sell	81,324 -13,613	-14%	-$482K	0.07%	232
2025 Q1	$3.46M	Buy	94,937 +28,777	+43%	+$1.04M	0.09%	187
2024 Q4	$2.48M	Buy	+66,160	New	+$2.52M	0.06%	262
2022 Q2	–	Sell	-35,318	Closed	-$1.22M	–	875
2022 Q1	$1.22M	Buy	35,318 +13,695	+63%	+$450K	0.02%	427
2021 Q4	$715K	Buy	+21,623	New	+$694K	0.01%	565

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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