Rockefeller Capital Management
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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
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
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

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

Rockefeller Capital Management increased its Phillips Edison & Co (PECO) stake by 20% in Q1 2026, buying an estimated $17.1K and bringing the position to 2,815 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Rockefeller Capital Management first reported a position in PECO in Q3 2022 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Rockefeller Capital Management held 2,815 shares of Phillips Edison & Co worth $105K as of Q1 2026.
  • Rockefeller Capital Management bought 460 Phillips Edison & Co shares in Q1 2026, an estimated $17.1K.
  • Phillips Edison & Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2844 holding.
  • Rockefeller Capital Management first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 5 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.