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&Partners’s Phillips Edison & Co PECO Stock Holding History

&Partners’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 		$1.69M Buy
40,540
+345
+0.9% +$13.8K 0.01% 1121
2026
Q1 		$1.5M Sell
40,195
-1,086
-3% -$40.4K 0.01% 1060
2025
Q4 		$1.47M Buy
41,281
+25,489
+161% +$885K 0.01% 1020
2025
Q3 		$542K Buy
+15,792
New +$547K ﹤0.01% 1403

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

&Partners's PECO Position: Q2 2026 in Review

&Partners increased its Phillips Edison & Co (PECO) stake by 0.86% in Q2 2026, buying an estimated $13.8K and bringing the position to 40,540 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #1121.

&Partners first reported a position in PECO in Q3 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • &Partners held 40,540 shares of Phillips Edison & Co worth $1.69M as of Q2 2026.
  • &Partners bought 345 Phillips Edison & Co shares in Q2 2026, an estimated $13.8K.
  • Phillips Edison & Co made up 0.01% of &Partners's portfolio in Q2 2026, its #1121 holding.
  • &Partners first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.