PA
PECO icon

Profund Advisors’s Phillips Edison & Co PECO Stock Holding History

Profund Advisors’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 		$225K Sell
6,018
-3,723
-38% -$138K 0.01% 951
2025
Q4 		$346K Buy
+9,741
New +$338K 0.01% 775
2025
Q3 		– Sell
-5,739
Closed -$201K – 1079
2025
Q2 		$201K Buy
5,739
+99
+2% +$3.5K 0.01% 906
2025
Q1 		$206K Sell
5,640
-1,246
-18% -$45K 0.01% 896
2024
Q4 		$258K Buy
6,886
+518
+8% +$19.7K 0.01% 849
2024
Q3 		$240K Buy
6,368
+174
+3% +$6.21K 0.01% 950
2024
Q2 		$203K Sell
6,194
-580
-9% -$18.9K 0.01% 983
2024
Q1 		$243K Sell
6,774
-842
-11% -$29.8K 0.01% 972
2023
Q4 		$278K Buy
7,616
+973
+15% +$34K 0.01% 823
2023
Q3 		$223K Sell
6,643
-539
-8% -$18.6K 0.01% 813
2023
Q2 		$245K Buy
+7,182
New +$224K 0.01% 843

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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