Principal Financial Group
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Principal Financial Group’s Phillips Edison & Co PECO Stock Holding History

Principal Financial Group’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 		$25.3M Sell
609,014
-3,115
-0.5% -$124K 0.01% 843
2026
Q1 		$22.9M Buy
612,129
+12,155
+2% +$452K 0.01% 847
2025
Q4 		$21.3M Sell
599,974
-6,691
-1% -$232K 0.01% 866
2025
Q3 		$20.8M Sell
606,665
-15,251
-2% -$528K 0.01% 844
2025
Q2 		$21.8M Sell
621,916
-1,504
-0.2% -$53.2K 0.01% 801
2025
Q1 		$22.7M Buy
623,420
+28,255
+5% +$1.02M 0.01% 744
2024
Q4 		$22.3M Buy
595,165
+17,235
+3% +$657K 0.01% 791
2024
Q3 		$21.8M Sell
577,930
-26,550
-4% -$947K 0.01% 788
2024
Q2 		$19.8M Sell
604,480
-29,227
-5% -$953K 0.01% 863
2024
Q1 		$22.7M Buy
633,707
+10,767
+2% +$380K 0.01% 837
2023
Q4 		$22.7M Sell
622,940
-8,685
-1% -$304K 0.01% 802
2023
Q3 		$21.2M Sell
631,625
-34,844
-5% -$1.2M 0.02% 775
2023
Q2 		$22.7M Buy
666,469
+653,553
+5,060% +$20.4M 0.02% 773
2023
Q1 		$421K Sell
12,916
-1,160
-8% -$38K ﹤0.01% 2012
2022
Q4 		$448K Sell
14,076
-2,827
-17% -$86.9K ﹤0.01% 2004
2022
Q3 		$474K Sell
16,903
-839
-5% -$27.6K ﹤0.01% 1974
2022
Q2 		$593K Buy
17,742
+7,239
+69% +$246K ﹤0.01% 2017
2022
Q1 		$361K Buy
+10,503
New +$345K ﹤0.01% 2189

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

Principal Financial Group's PECO Position: Q2 2026 in Review

Principal Financial Group reduced its Phillips Edison & Co (PECO) stake by 0.51% in Q2 2026, selling an estimated $124K and leaving 609,014 shares worth $25.3M. The position accounts for 0.01% of the portfolio, ranked #843.

Principal Financial Group 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.

  • Principal Financial Group held 609,014 shares of Phillips Edison & Co worth $25.3M as of Q2 2026.
  • Principal Financial Group sold 3,115 Phillips Edison & Co shares in Q2 2026, an estimated $124K.
  • Phillips Edison & Co made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #843 holding.
  • Principal Financial Group 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 Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.