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Polaris Capital Management’s Phillips Edison & Co PECO Stock Holding History

Polaris Capital 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 		$2.19M Sell
52,600
-900
-2% -$36K 0.21% 62
2026
Q1 		$2M Sell
53,500
-6,100
-10% -$227K 0.16% 58
2025
Q4 		$2.12M Hold
59,600
– – 0.18% 48
2025
Q3 		$2.05M Buy
59,600
+13,400
+29% +$464K 0.13% 51
2025
Q2 		$1.62M Buy
+46,200
New +$1.63M 0.11% 69

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

Polaris Capital Management's PECO Position: Q2 2026 in Review

Polaris Capital Management reduced its Phillips Edison & Co (PECO) stake by 1.7% in Q2 2026, selling an estimated $36K and leaving 52,600 shares worth $2.19M. The position accounts for 0.21% of the portfolio, ranked #62.

Polaris Capital Management first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Polaris Capital Management held 52,600 shares of Phillips Edison & Co worth $2.19M as of Q2 2026.
  • Polaris Capital Management sold 900 Phillips Edison & Co shares in Q2 2026, an estimated $36K.
  • Phillips Edison & Co made up 0.21% of Polaris Capital Management's portfolio in Q2 2026, its #62 holding.
  • Polaris Capital Management first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.