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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
Q2 		$3.65M Buy
87,770
+5,502
+7% +$220K 0.09% 242
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
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

Martingale Asset Management's PECO Position: Q2 2026 in Review

Martingale Asset Management increased its Phillips Edison & Co (PECO) stake by 6.7% in Q2 2026, buying an estimated $220K and bringing the position to 87,770 shares worth $3.65M. The position accounts for 0.09% of the portfolio, ranked #242.

Martingale Asset Management first reported a position in PECO in Q4 2021 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Martingale Asset Management held 87,770 shares of Phillips Edison & Co worth $3.65M as of Q2 2026.
  • Martingale Asset Management bought 5,502 Phillips Edison & Co shares in Q2 2026, an estimated $220K.
  • Phillips Edison & Co made up 0.09% of Martingale Asset Management's portfolio in Q2 2026, its #242 holding.
  • Martingale Asset Management first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 9 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.