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Provident Investment Management’s Phillips Edison & Co PECO Stock Holding History

Provident Investment 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 		$878K Sell
21,095
-8,800
-29% -$352K 0.09% 59
2026
Q1 		$1.12M Buy
29,895
+7,425
+33% +$276K 0.11% 47
2025
Q4 		$799K Buy
22,470
+8,325
+59% +$289K 0.07% 57
2025
Q3 		$486K Buy
14,145
+5,145
+57% +$178K 0.04% 65
2025
Q2 		$315K Buy
+9,000
New +$318K 0.03% 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 $3.38T AUM 44.17% 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

Provident Investment Management's PECO Position: Q2 2026 in Review

Provident Investment Management reduced its Phillips Edison & Co (PECO) stake by 29% in Q2 2026, selling an estimated $352K and leaving 21,095 shares worth $878K. The position accounts for 0.09% of the portfolio, ranked #59.

Provident Investment Management first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2026. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Provident Investment Management held 21,095 shares of Phillips Edison & Co worth $878K as of Q2 2026.
  • Provident Investment Management sold 8,800 Phillips Edison & Co shares in Q2 2026, an estimated $352K.
  • Phillips Edison & Co made up 0.09% of Provident Investment Management's portfolio in Q2 2026, its #59 holding.
  • Provident Investment Management first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • Provident Investment Management's Phillips Edison & Co position peaked at $1.12M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Provident Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.