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

Raleigh 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
Q1 		$348K Buy
9,290
+81
+0.9% +$3.01K 0.12% 162
2025
Q4 		$328K Buy
9,209
+87
+1% +$3.02K 0.12% 163
2025
Q3 		$313K Buy
9,122
+65
+0.7% +$2.25K 0.12% 160
2025
Q2 		$317K Buy
9,057
+93
+1% +$3.29K 0.13% 165
2025
Q1 		$327K Buy
8,964
+75
+0.8% +$2.71K 0.15% 150
2024
Q4 		$333K Sell
8,889
-729
-8% -$27.8K 0.13% 158
2024
Q3 		$363K Buy
9,618
+81
+0.8% +$2.89K 0.14% 158
2024
Q2 		$312K Buy
9,537
+83
+0.9% +$2.71K 0.13% 158
2024
Q1 		$339K Sell
9,454
-2,323
-20% -$82.1K 0.15% 154
2023
Q4 		$430K Buy
11,777
+79
+0.7% +$2.76K 0.2% 122
2023
Q3 		$392K Sell
11,698
-297
-2% -$10.3K 0.2% 111
2023
Q2 		$409K Buy
11,995
+85
+0.7% +$2.65K 0.2% 112
2023
Q1 		$389K Buy
11,910
+76
+0.6% +$2.49K 0.19% 123
2022
Q4 		$377K Buy
11,834
+85
+0.7% +$2.61K 0.2% 120
2022
Q3 		$330K Buy
11,749
+72
+0.6% +$2.37K 0.19% 125
2022
Q2 		$390K Sell
11,677
-5,463
-32% -$185K 0.22% 115
2022
Q1 		$589K Buy
+17,140
New +$563K 0.32% 91

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

Raleigh Capital Management's PECO Position: Q1 2026 in Review

Raleigh Capital Management increased its Phillips Edison & Co (PECO) stake by 0.88% in Q1 2026, buying an estimated $3.01K and bringing the position to 9,290 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #162.

Raleigh Capital Management first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $589K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Raleigh Capital Management held 9,290 shares of Phillips Edison & Co worth $348K as of Q1 2026.
  • Raleigh Capital Management bought 81 Phillips Edison & Co shares in Q1 2026, an estimated $3.01K.
  • Phillips Edison & Co made up 0.12% of Raleigh Capital Management's portfolio in Q1 2026, its #162 holding.
  • Raleigh Capital Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Raleigh Capital Management's Phillips Edison & Co position peaked at $589K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.