Mutual of America Capital Management’s Phillips Edison & Co PECO Stock Holding History

Mutual of America Capital 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 Q1	$3.85M	Sell	102,794 -202	-0.2%	-$7.51K	0.04%	496
2025 Q4	$3.66M	Sell	102,996 -257	-0.2%	-$8.92K	0.04%	543
2025 Q3	$3.54M	Buy	103,253 +230	+0.2%	+$7.97K	0.04%	574
2025 Q2	$3.61M	Buy	103,023 +5,268	+5%	+$186K	0.04%	576
2025 Q1	$3.57M	Sell	97,755 -69	-0.1%	-$2.49K	0.04%	572
2024 Q4	$3.66M	Buy	97,824 +77	+0.1%	+$2.93K	0.04%	609
2024 Q3	$3.69M	Sell	97,747 -2,437	-2%	-$87K	0.04%	631
2024 Q2	$3.28M	Buy	100,184 +27,796	+38%	+$906K	0.04%	670
2024 Q1	$2.6M	Sell	72,388 -4,084	-5%	-$144K	0.03%	796
2023 Q4	$2.79M	Sell	76,472 -2,121	-3%	-$74.2K	0.03%	747
2023 Q3	$2.64M	Buy	78,593 +27,641	+54%	+$956K	0.03%	735
2023 Q2	$1.74M	Buy	+50,952	New	+$1.59M	0.02%	952

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mutual of America Capital Management's PECO Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Phillips Edison & Co (PECO) stake by 0.2% in Q1 2026, selling an estimated $7.51K and leaving 102,794 shares worth $3.85M. The position accounts for 0.04% of the portfolio, ranked #496.

Mutual of America Capital Management first reported a position in PECO in Q2 2023 and has held it in 12 quarters since. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Mutual of America Capital Management held 102,794 shares of Phillips Edison & Co worth $3.85M as of Q1 2026.
Mutual of America Capital Management sold 202 Phillips Edison & Co shares in Q1 2026, an estimated $7.51K.
Phillips Edison & Co made up 0.04% of Mutual of America Capital Management's portfolio in Q1 2026, its #496 holding.
Mutual of America Capital Management first reported a position in Phillips Edison & Co in Q2 2023 and has held it in 12 quarters since.
440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.