Morgan Stanley
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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
Q2 		$37.5M Sell
901,192
-44,935
-5% -$1.8M ﹤0.01% 2505
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 Buy
1,007,416
+91,643
+10% +$3.24M ﹤0.01% 2066
2023
Q4 		$33.4M Buy
915,773
+79,810
+10% +$2.79M ﹤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 $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

Morgan Stanley's PECO Position: Q2 2026 in Review

Morgan Stanley reduced its Phillips Edison & Co (PECO) stake by 4.7% in Q2 2026, selling an estimated $1.8M and leaving 901,192 shares worth $37.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Morgan Stanley first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $48M in Q3 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Morgan Stanley held 901,192 shares of Phillips Edison & Co worth $37.5M as of Q2 2026.
  • Morgan Stanley sold 44,935 Phillips Edison & Co shares in Q2 2026, an estimated $1.8M.
  • Phillips Edison & Co made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2505 holding.
  • Morgan Stanley first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Phillips Edison & Co position peaked at $48M in Q3 2024.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.