Morgan Stanley
PECO icon

Morgan Stanley’s Phillips Edison & Co PECO Stock Holding History

Morgan Stanley’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 		$35.4M Sell
946,127
-198,987
-17% -$7.4M ﹤0.01% 2439
2025
Q4 		$40.7M Buy
1,145,114
+41,900
+4% +$1.45M ﹤0.01% 2290
2025
Q3 		$37.9M Sell
1,103,214
-119,363
-10% -$4.14M ﹤0.01% 2260
2025
Q2 		$42.8M Buy
1,222,577
+217,566
+22% +$7.7M ﹤0.01% 2068
2025
Q1 		$36.7M Sell
1,005,011
-42,484
-4% -$1.53M ﹤0.01% 2103
2024
Q4 		$39.2M Sell
1,047,495
-226,466
-18% -$8.63M ﹤0.01% 2063
2024
Q3 		$48M Buy
1,273,961
+242,371
+23% +$8.65M ﹤0.01% 1856
2024
Q2 		$33.7M Buy
1,031,590
+24,174
+2% +$788K ﹤0.01% 2130
2024
Q1 		$36.1M Sell
1,007,416
-824,130
-45% -$29.1M ﹤0.01% 2066
2023
Q4 		$66.8M Buy
1,831,546
+995,583
+119% +$34.8M ﹤0.01% 2139
2023
Q3 		$28M Sell
835,963
-6,520
-0.8% -$225K ﹤0.01% 2107
2023
Q2 		$28.7M Buy
842,483
+75,802
+10% +$2.37M ﹤0.01% 2104
2023
Q1 		$25M Buy
766,681
+48,684
+7% +$1.59M ﹤0.01% 2182
2022
Q4 		$22.9M Sell
717,997
-389,142
-35% -$12M ﹤0.01% 2203
2022
Q3 		$31.1M Sell
1,107,139
-183,779
-14% -$6.04M ﹤0.01% 1735
2022
Q2 		$43.1M Buy
1,290,918
+367,618
+40% +$12.5M 0.01% 1491
2022
Q1 		$31.8M Buy
923,300
+780,217
+545% +$25.6M ﹤0.01% 1657
2021
Q4 		$4.73M Buy
143,083
+132,677
+1,275% +$4.26M ﹤0.01% 3778
2021
Q3 		$319K Buy
+10,406
New +$305K ﹤0.01% 5746

Other funds holding PECO

BlackRock
BlackRock New York $5.7T 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