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

Perbak Capital 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 		– Sell
-22,835
Closed -$854K – 180
2026
Q1 		$854K Buy
+22,835
New +$849K 0.21% 96

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Fidelity Investments
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Wellington Management Group
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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

Perbak Capital Partners's PECO Position: Q2 2026 in Review

Perbak Capital Partners sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 22,835 shares — an estimated $854K sold.

Perbak Capital Partners first reported a position in PECO in Q1 2026 and held it in 1 quarter. The position peaked at $854K in Q1 2026. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Perbak Capital Partners reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 22,835 Phillips Edison & Co shares in Q2 2026, an estimated $854K.
  • Perbak Capital Partners first reported a position in Phillips Edison & Co in Q1 2026 and held it in 1 quarter.
  • Perbak Capital Partners's Phillips Edison & Co position peaked at $854K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.