Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Northwestern Mutual Wealth 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 		$144K Buy
3,860
+995
+35% +$37K ﹤0.01% 2030
2025
Q4 		$102K Hold
2,865
– – ﹤0.01% 2129
2025
Q3 		$98.4K Buy
2,865
+61
+2% +$2.11K ﹤0.01% 2052
2025
Q2 		$98.2K Hold
2,804
– – ﹤0.01% 2002
2025
Q1 		$102K Sell
2,804
-15
-0.5% -$542 ﹤0.01% 1918
2024
Q4 		$106K Buy
2,819
+15
+0.5% +$571 ﹤0.01% 1903
2024
Q3 		$106K Sell
2,804
-372
-12% -$13.3K ﹤0.01% 1873
2024
Q2 		$104K Sell
3,176
-2,745
-46% -$89.5K ﹤0.01% 1818
2024
Q1 		$212K Sell
5,921
-2,453
-29% -$86.7K ﹤0.01% 1535
2023
Q4 		$305K Buy
8,374
+816
+11% +$28.5K ﹤0.01% 1364
2023
Q3 		$253K Sell
7,558
-1,683
-18% -$58.2K ﹤0.01% 1383
2023
Q2 		$315K Sell
9,241
-1,360
-13% -$42.5K ﹤0.01% 1316
2023
Q1 		$346K Sell
10,601
-3,888
-27% -$127K ﹤0.01% 1251
2022
Q4 		$461K Buy
14,489
+1,238
+9% +$38.1K ﹤0.01% 1126
2022
Q3 		$372K Buy
13,251
+781
+6% +$25.7K ﹤0.01% 1176
2022
Q2 		$417K Sell
12,470
-2,909
-19% -$98.8K ﹤0.01% 1116
2022
Q1 		$528K Buy
+15,379
New +$505K ﹤0.01% 1063

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's PECO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Phillips Edison & Co (PECO) stake by 35% in Q1 2026, buying an estimated $37K and bringing the position to 3,860 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Northwestern Mutual Wealth Management first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $528K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,860 shares of Phillips Edison & Co worth $144K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 995 Phillips Edison & Co shares in Q1 2026, an estimated $37K.
  • Phillips Edison & Co made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2030 holding.
  • Northwestern Mutual Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Northwestern Mutual Wealth Management's Phillips Edison & Co position peaked at $528K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.