Root Financial Partners’s Phillips Edison & Co PECO Stock Holding History

Root Financial Partners’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	$8.72K	Buy	+233	New	+$8.66K	﹤0.01%	1739

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's PECO Position: Q1 2026 in Review

Root Financial Partners opened a new position in Phillips Edison & Co (PECO) in Q1 2026: 233 shares worth $8.72K. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings.

439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Root Financial Partners held 233 shares of Phillips Edison & Co worth $8.72K as of Q1 2026.
Phillips Edison & Co was a new Root Financial Partners position in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1739 holding.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.