Nisa Investment Advisors
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Nisa Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Nisa Investment 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 		$319K Buy
7,635
+91
+1% +$3.63K ﹤0.01% 1095
2026
Q1 		$284K Sell
7,544
-5,659
-43% -$210K ﹤0.01% 1106
2025
Q4 		$472K Sell
13,203
-14,991
-53% -$520K ﹤0.01% 1015
2025
Q3 		$971K Buy
28,194
+6,631
+31% +$230K ﹤0.01% 848
2025
Q2 		$758K Sell
21,563
-8,498
-28% -$301K ﹤0.01% 885
2025
Q1 		$1.1M Sell
30,061
-3,154
-9% -$114K 0.01% 797
2024
Q4 		$1.25M Sell
33,215
-1,252
-4% -$47.7K ﹤0.01% 815
2024
Q3 		$1.3M Sell
34,467
-6,970
-17% -$249K 0.01% 787
2024
Q2 		$1.36M Buy
41,437
+1,776
+4% +$57.9K 0.01% 802
2024
Q1 		$1.43M Buy
39,661
+95
+0.2% +$3.36K 0.01% 770
2023
Q4 		$1.44M Sell
39,566
-6,487
-14% -$227K 0.01% 748
2023
Q3 		$1.54M Buy
46,053
+2,233
+5% +$77.2K 0.01% 739
2023
Q2 		$1.49M Sell
43,820
-197
-0.4% -$6.15K 0.01% 764
2023
Q1 		$1.44M Buy
44,017
+5,625
+15% +$184K 0.01% 751
2022
Q4 		$1.22M Hold
38,392
– – 0.01% 858
2022
Q3 		$1.08M Sell
38,392
-10,176
-21% -$335K 0.01% 788
2022
Q2 		$1.62M Buy
48,568
+9,372
+24% +$318K 0.01% 689
2022
Q1 		$1.35M Buy
39,196
+31,659
+420% +$1.04M 0.01% 772
2021
Q4 		$238K Sell
7,537
-966
-11% -$31K ﹤0.01% 1219
2021
Q3 		$261 Buy
+8,503
New +$250K ﹤0.01% 1317

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Nisa Investment Advisors's PECO Position: Q2 2026 in Review

Nisa Investment Advisors increased its Phillips Edison & Co (PECO) stake by 1.2% in Q2 2026, buying an estimated $3.63K and bringing the position to 7,635 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Nisa Investment Advisors first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q2 2022. 215 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Nisa Investment Advisors held 7,635 shares of Phillips Edison & Co worth $319K as of Q2 2026.
  • Nisa Investment Advisors bought 91 Phillips Edison & Co shares in Q2 2026, an estimated $3.63K.
  • Phillips Edison & Co made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1095 holding.
  • Nisa Investment Advisors first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Phillips Edison & Co position peaked at $1.62M in Q2 2022.
  • 215 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.