Oliver Lagore Vanvalin Investment Group’s Phillips Edison & Co PECO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$687K	Buy	+18,827	New	+$666K	0.27%	79
2024 Q4	$1.16M	Buy	30,988 +447	+1%	+$17K	0.3%	67
2024 Q3	$1.15M	Buy	30,541 +5,500	+22%	+$196K	0.31%	65
2024 Q2	$819K	Buy	25,041 +5,803	+30%	+$189K	0.24%	71
2024 Q1	$690K	Buy	19,238 +5,279	+38%	+$187K	0.2%	80
2023 Q4	$509K	Buy	13,959 +2,091	+18%	+$73.1K	0.19%	81
2023 Q3	$398K	Sell	11,868 -3,340	-22%	-$115K	0.16%	93
2023 Q2	$518K	Buy	15,208 +1,035	+7%	+$32.3K	0.19%	78
2023 Q1	$462K	Buy	14,173 +7,586	+115%	+$248K	0.2%	55
2022 Q4	$210K	Sell	6,587 -3,773	-36%	-$116K	0.12%	89
2022 Q3	$291K	Sell	10,360 -1,615	-13%	-$53.1K	0.19%	69
2022 Q2	$400K	Sell	11,975 -6,129	-34%	-$208K	0.23%	60
2022 Q1	$623K	Buy	+18,104	New	+$594K	0.42%	43

Other funds holding PECO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's PECO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Phillips Edison & Co (PECO) in Q2 2025: 18,827 shares worth $687K. The stake represents 0.27% of the portfolio and ranks #79 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PECO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PECO in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 18,827 shares of Phillips Edison & Co worth $687K as of Q2 2025.
Phillips Edison & Co was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Phillips Edison & Co made up 0.27% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #79 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Phillips Edison & Co position peaked at $1.16M in Q4 2024.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.