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

Rockefeller 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 Q2	$105K	Sell	2,513 -302	-11%	-$12.1K	﹤0.01%	2966
2026 Q1	$105K	Buy	2,815 +460	+20%	+$17.1K	﹤0.01%	2844
2025 Q4	$84K	Sell	2,355 -157	-6%	-$5.45K	﹤0.01%	2801
2025 Q3	$86.5K	Buy	+2,512	New	+$87K	﹤0.01%	2642
2023 Q1	–	Sell	-1,326	Closed	-$42K	–	3342
2022 Q4	$42K	Buy	1,326 +1,300	+5,000%	+$40K	﹤0.01%	2475
2022 Q3	$0	Buy	+26	New	+$855	﹤0.01%	4260

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rockefeller Capital Management's PECO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Phillips Edison & Co (PECO) stake by 11% in Q2 2026, selling an estimated $12.1K and leaving 2,513 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Rockefeller Capital Management first reported a position in PECO in Q3 2022 and has held it in 6 quarters since. The position peaked at $105K in Q1 2026. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Rockefeller Capital Management held 2,513 shares of Phillips Edison & Co worth $105K as of Q2 2026.
Rockefeller Capital Management sold 302 Phillips Edison & Co shares in Q2 2026, an estimated $12.1K.
Phillips Edison & Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2966 holding.
Rockefeller Capital Management first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's Phillips Edison & Co position peaked at $105K in Q1 2026.
447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.