Pathstone Holdings
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Pathstone Holdings’s Phillips Edison & Co PECO Stock Holding History

Pathstone Holdings’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
Q3 		$276K Buy
+7,397
New +$298K ﹤0.01% 2170

Other funds holding PECO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pathstone Holdings's PECO Position: Q3 2026 in Review

Pathstone Holdings opened a new position in Phillips Edison & Co (PECO) in Q3 2026: 7,397 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #2170 among its holdings.

356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Pathstone Holdings held 7,397 shares of Phillips Edison & Co worth $276K as of Q3 2026.
  • Phillips Edison & Co was a new Pathstone Holdings position in Q3 2026.
  • Phillips Edison & Co made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2170 holding.
  • 356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.