PFG Investments’s Phillips Edison & Co PECO Stock Holding History

PFG Investments’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	$1.1M	Sell	29,377 -420	-1%	-$15.6K	0.05%	341
2025 Q4	$1.06M	Sell	29,797 -922	-3%	-$32K	0.05%	331
2025 Q3	$1.05M	Buy	30,719 +2,299	+8%	+$79.7K	0.05%	318
2025 Q2	$996K	Buy	28,420 +1,053	+4%	+$37.3K	0.06%	310
2025 Q1	$999K	Buy	27,367 +56	+0.2%	+$2.02K	0.06%	304
2024 Q4	$1.02M	Sell	27,311 -1,670	-6%	-$63.6K	0.06%	288
2024 Q3	$1.09M	Sell	28,981 -5,354	-16%	-$191K	0.07%	278
2024 Q2	$1.12M	Sell	34,335 -2,484	-7%	-$81K	0.08%	235
2024 Q1	$1.32M	Buy	36,819 +29,508	+404%	+$1.04M	0.08%	273
2023 Q4	$267K	Buy	7,311 +276	+4%	+$9.65K	0.05%	381
2023 Q3	$236K	Sell	7,035 -7,845	-53%	-$271K	0.04%	418
2023 Q2	$507K	Sell	14,880 -383	-3%	-$12K	0.09%	241
2023 Q1	$498K	Buy	+15,263	New	+$499K	0.1%	231

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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