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Rothschild Investment LLC’s Phillips Edison & Co PECO Stock Holding History

Rothschild Investment LLC’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 		$630K Buy
15,137
+12
+0.1% +$479 0.02% 527
2026
Q1 		$566K Buy
15,125
+84
+0.6% +$3.12K 0.03% 368
2025
Q4 		$535K Buy
15,041
+46
+0.3% +$1.6K 0.03% 347
2025
Q3 		$515K Sell
14,995
-15
-0.1% -$520 0.03% 338
2025
Q2 		$526K Hold
15,010
– – 0.03% 330
2025
Q1 		$548K Buy
15,010
+5
+0% +$181 0.04% 320
2024
Q4 		$562K Buy
15,005
+35
+0.2% +$1.33K 0.04% 317
2024
Q3 		$565K Buy
14,970
+14,945
+59,780% +$533K 0.04% 325
2024
Q2 		$818 Buy
25
+15
+150% +$489 ﹤0.01% 1766
2024
Q1 		$359 Buy
+10
New +$353 ﹤0.01% 1478

Other funds holding PECO

DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's PECO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Phillips Edison & Co (PECO) stake by 0.08% in Q2 2026, buying an estimated $479 and bringing the position to 15,137 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #527.

Rothschild Investment LLC first reported a position in PECO in Q1 2024 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Rothschild Investment LLC held 15,137 shares of Phillips Edison & Co worth $630K as of Q2 2026.
  • Rothschild Investment LLC bought 12 Phillips Edison & Co shares in Q2 2026, an estimated $479.
  • Phillips Edison & Co made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #527 holding.
  • Rothschild Investment LLC first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 10 quarters since.
  • 179 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.