Natixis Advisors’s Phillips Edison & Co PECO Stock Holding History

Natixis 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	$1.15M	Buy	30,673 +5,619	+22%	+$209K	﹤0.01%	1310
2025 Q4	$891K	Sell	25,054 -32,116	-56%	-$1.11M	﹤0.01%	1297
2025 Q3	$1.96M	Sell	57,170 -571	-1%	-$19.8K	﹤0.01%	1112
2025 Q2	$2.02M	Buy	57,741 +4,454	+8%	+$158K	﹤0.01%	1078
2025 Q1	$1.94M	Sell	53,287 -1,360	-2%	-$49.1K	﹤0.01%	1092
2024 Q4	$2.05M	Buy	54,647 +10,865	+25%	+$414K	﹤0.01%	1092
2024 Q3	$1.65M	Buy	43,782 +24,963	+133%	+$891K	﹤0.01%	1145
2024 Q2	$616K	Sell	18,819 -12,700	-40%	-$414K	﹤0.01%	1390
2024 Q1	$1.13M	Buy	31,519 +1,325	+4%	+$46.8K	﹤0.01%	1183
2023 Q4	$1.1M	Buy	30,194 +2,073	+7%	+$72.5K	﹤0.01%	1180
2023 Q3	$943K	Buy	28,121 +7,337	+35%	+$254K	﹤0.01%	1184
2023 Q2	$708K	Sell	20,784 -1,762	-8%	-$55K	﹤0.01%	1248
2023 Q1	$735K	Buy	+22,546	New	+$738K	﹤0.01%	1208

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Natixis Advisors's PECO Position: Q1 2026 in Review

Natixis Advisors increased its Phillips Edison & Co (PECO) stake by 22% in Q1 2026, buying an estimated $209K and bringing the position to 30,673 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Natixis Advisors first reported a position in PECO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Natixis Advisors held 30,673 shares of Phillips Edison & Co worth $1.15M as of Q1 2026.
Natixis Advisors bought 5,619 Phillips Edison & Co shares in Q1 2026, an estimated $209K.
Phillips Edison & Co made up ﹤0.01% of Natixis Advisors's portfolio in Q1 2026, its #1310 holding.
Natixis Advisors first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 13 quarters since.
Natixis Advisors's Phillips Edison & Co position peaked at $2.05M in Q4 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Natixis Advisors's 13F filing for Q1 2026, filed 13 May 2026.