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
Q3 		$92.8K Sell
2,485
-28
-1% -$1.13K ﹤0.01% 3115
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Rockefeller Capital Management's PECO Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Phillips Edison & Co (PECO) stake by 1.1% in Q3 2026, selling an estimated $1.13K and leaving 2,485 shares worth $92.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

Rockefeller Capital Management first reported a position in PECO in Q3 2022 and has held it in 7 quarters since. The position peaked at $105K in Q1 2026. 356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Rockefeller Capital Management held 2,485 shares of Phillips Edison & Co worth $92.8K as of Q3 2026.
  • Rockefeller Capital Management sold 28 Phillips Edison & Co shares in Q3 2026, an estimated $1.13K.
  • Phillips Edison & Co made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3115 holding.
  • Rockefeller Capital Management first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Phillips Edison & Co position peaked at $105K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.