Peak Asset Management’s Phillips Edison & Co PECO Stock Holding History

Peak Asset 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 Q2	$342K	Hold	8,214	–	–	0.05%	147
2026 Q1	$307K	Hold	8,214	–	–	0.05%	125
2025 Q4	$292K	Hold	8,214	–	–	0.05%	132
2025 Q3	$282K	Hold	8,214	–	–	0.05%	129
2025 Q2	$288K	Hold	8,214	–	–	0.05%	117
2025 Q1	$300K	Hold	8,214	–	–	0.06%	115
2024 Q4	$308K	Hold	8,214	–	–	0.06%	121
2024 Q3	$310K	Hold	8,214	–	–	0.06%	119
2024 Q2	$269K	Hold	8,214	–	–	0.05%	123
2024 Q1	$295K	Hold	8,214	–	–	0.06%	124
2023 Q4	$300K	Hold	8,214	–	–	0.07%	117
2023 Q3	$275K	Hold	8,214	–	–	0.07%	117
2023 Q2	$280K	Hold	8,214	–	–	0.06%	117
2023 Q1	$268K	Hold	8,214	–	–	0.07%	128
2022 Q4	$262K	Hold	8,214	–	–	0.07%	120
2022 Q3	$230K	Hold	8,214	–	–	0.07%	124
2022 Q2	$274K	Hold	8,214	–	–	0.07%	114
2022 Q1	$282K	Buy	+8,214	New	+$270K	0.07%	119

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peak Asset Management's PECO Position: Q2 2026 in Review

Peak Asset Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 8,214 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #147.

Peak Asset Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Peak Asset Management held 8,214 shares of Phillips Edison & Co worth $342K as of Q2 2026.
Peak Asset Management left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #147 holding.
Peak Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.