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MSH Capital Advisors’s Phillips Edison & Co PECO Stock Holding History

MSH Capital 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
Q2 		$202K Buy
+4,853
New +$194K 0.04% 316
2024
Q4 		– Sell
-7,670
Closed -$289K – 234
2024
Q3 		$289K Sell
7,670
-294
-4% -$10.5K 0.09% 198
2024
Q2 		$260K Buy
7,964
+1,679
+27% +$54.8K 0.09% 195
2024
Q1 		$225K Buy
6,285
+12
+0.2% +$424 0.08% 193
2023
Q4 		$229K Buy
+6,273
New +$219K 0.09% 188

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

MSH Capital Advisors's PECO Position: Q2 2026 in Review

MSH Capital Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 4,853 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #316 among its holdings. This is a return to the name: MSH Capital Advisors previously reported a position in PECO as recently as Q3 2024.

MSH Capital Advisors first reported a position in PECO in Q4 2023 and has held it in 5 quarters since. The position peaked at $289K in Q3 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • MSH Capital Advisors held 4,853 shares of Phillips Edison & Co worth $202K as of Q2 2026.
  • Phillips Edison & Co was a new MSH Capital Advisors position in Q2 2026.
  • Phillips Edison & Co made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #316 holding.
  • MSH Capital Advisors first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 5 quarters since.
  • MSH Capital Advisors's Phillips Edison & Co position peaked at $289K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.