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

Parallel 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 		$29.1K Buy
777
+55
+8% +$2.04K ﹤0.01% 2293
2025
Q4 		$25.7K Sell
722
-25
-3% -$868 ﹤0.01% 2170
2025
Q3 		$25.6K Buy
747
+177
+31% +$6.13K ﹤0.01% 2127
2025
Q2 		$20K Hold
570
– – ﹤0.01% 2202
2025
Q1 		$20.8K Buy
570
+551
+2,900% +$19.9K ﹤0.01% 2123
2024
Q4 		$712 Buy
+19
New +$724 ﹤0.01% 3169

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

Parallel Advisors's PECO Position: Q1 2026 in Review

Parallel Advisors increased its Phillips Edison & Co (PECO) stake by 7.6% in Q1 2026, buying an estimated $2.04K and bringing the position to 777 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Parallel Advisors first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Parallel Advisors held 777 shares of Phillips Edison & Co worth $29.1K as of Q1 2026.
  • Parallel Advisors bought 55 Phillips Edison & Co shares in Q1 2026, an estimated $2.04K.
  • Phillips Edison & Co made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2293 holding.
  • Parallel Advisors first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 6 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.