Mercer Global Advisors
PECO icon

Mercer Global Advisors’s Phillips Edison & Co PECO Stock Holding History

Mercer Global Advisors’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 		$1.67M Sell
44,719
-34,545
-44% -$1.28M ﹤0.01% 1280
2025
Q4 		$2.82M Buy
79,264
+42,155
+114% +$1.46M ﹤0.01% 953
2025
Q3 		$1.27M Sell
37,109
-1,091
-3% -$37.8K ﹤0.01% 1256
2025
Q2 		$1.34M Sell
38,200
-16
-0% -$566 ﹤0.01% 1072
2025
Q1 		$1.39M Buy
38,216
+63
+0.2% +$2.28K ﹤0.01% 975
2024
Q4 		$1.43M Sell
38,153
-63,435
-62% -$2.42M ﹤0.01% 934
2024
Q3 		$3.82M Sell
101,588
-4,531
-4% -$162K 0.01% 571
2024
Q2 		$3.47M Sell
106,119
-5,638
-5% -$184K 0.01% 549
2024
Q1 		$4.01M Sell
111,757
-4,511
-4% -$159K 0.01% 525
2023
Q4 		$4.24M Sell
116,268
-30,937
-21% -$1.08M 0.01% 515
2023
Q3 		$4.94M Sell
147,205
-31,499
-18% -$1.09M 0.02% 442
2023
Q2 		$6.09M Sell
178,704
-140,451
-44% -$4.38M 0.02% 405
2023
Q1 		$10.4M Sell
319,155
-7,164
-2% -$234K 0.05% 262
2022
Q4 		$10.4M Buy
326,319
+315,509
+2,919% +$9.7M 0.05% 263
2022
Q3 		$273K Sell
10,810
-36,750
-77% -$1.21M ﹤0.01% 1473
2022
Q2 		$1.59M Sell
47,560
-8,537
-15% -$290K 0.01% 673
2022
Q1 		$1.93M Buy
+56,097
New +$1.84M 0.01% 658

Other funds holding PECO

BlackRock
BlackRock New York $5.72T 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

Mercer Global Advisors's PECO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Phillips Edison & Co (PECO) stake by 44% in Q1 2026, selling an estimated $1.28M and leaving 44,719 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Mercer Global Advisors first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.4M in Q1 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Mercer Global Advisors held 44,719 shares of Phillips Edison & Co worth $1.67M as of Q1 2026.
  • Mercer Global Advisors sold 34,545 Phillips Edison & Co shares in Q1 2026, an estimated $1.28M.
  • Phillips Edison & Co made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1280 holding.
  • Mercer Global Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's Phillips Edison & Co position peaked at $10.4M in Q1 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.