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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
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 $5.72T 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

Provident Investment Management's PECO Position: Q1 2026 in Review

Provident Investment Management increased its Phillips Edison & Co (PECO) stake by 33% in Q1 2026, buying an estimated $276K and bringing the position to 29,895 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #47.

Provident Investment Management first reported a position in PECO in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Provident Investment Management held 29,895 shares of Phillips Edison & Co worth $1.12M as of Q1 2026.
  • Provident Investment Management bought 7,425 Phillips Edison & Co shares in Q1 2026, an estimated $276K.
  • Phillips Edison & Co made up 0.11% of Provident Investment Management's portfolio in Q1 2026, its #47 holding.
  • Provident Investment Management first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Provident Investment Management's 13F filing for Q1 2026, filed 13 May 2026.