Resona Asset Management’s Phillips Edison & Co PECO Stock Holding History

Resona Asset 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	$2.08M	Buy	55,731 +2,469	+5%	+$91.8K	0.01%	586
2025 Q4	$1.92M	Sell	53,262 -2,199	-4%	-$76.3K	0.01%	600
2025 Q3	$1.9M	Buy	55,461 +5,092	+10%	+$176K	0.01%	601
2025 Q2	$1.76M	Sell	50,369 -3,987	-7%	-$141K	0.01%	603
2025 Q1	$1.96M	Buy	54,356 +5,367	+11%	+$194K	0.01%	585
2024 Q4	$1.84M	Buy	48,989 +1,126	+2%	+$42.9K	0.01%	600
2024 Q3	$1.79M	Sell	47,863 -2,292	-5%	-$81.8K	0.01%	606
2024 Q2	$1.63M	Buy	50,155 +2,374	+5%	+$77.4K	0.01%	615
2024 Q1	$1.71M	Buy	+47,781	New	+$1.69M	0.01%	622

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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