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

Sage 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	$634K	Buy	15,237 +47	+0.3%	+$1.88K	0.25%	78
2026 Q1	$568K	Buy	15,190 +49	+0.3%	+$1.82K	0.27%	80
2025 Q4	$539K	Buy	15,141 +52	+0.3%	+$1.8K	0.25%	82
2025 Q3	$518K	Sell	15,089 -1,932	-11%	-$66.9K	0.23%	85
2025 Q2	$596K	Buy	17,021 +65	+0.4%	+$2.3K	0.29%	72
2025 Q1	$619K	Buy	16,956 +61	+0.4%	+$2.2K	0.34%	67
2024 Q4	$633K	Buy	16,895 +58	+0.3%	+$2.21K	0.32%	71
2024 Q3	$635K	Buy	16,837 +78	+0.5%	+$2.78K	0.3%	72
2024 Q2	$548K	Sell	16,759 -502	-3%	-$16.4K	0.29%	81
2024 Q1	$619K	Sell	17,261 -2,165	-11%	-$76.5K	0.34%	72
2023 Q4	$709K	Buy	+19,426	New	+$679K	0.42%	62

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Sage Capital Management increased its Phillips Edison & Co (PECO) stake by 0.31% in Q2 2026, buying an estimated $1.88K and bringing the position to 15,237 shares worth $634K. The position accounts for 0.25% of the portfolio, ranked #78.

Sage Capital Management first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $709K in Q4 2023. 96 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Sage Capital Management held 15,237 shares of Phillips Edison & Co worth $634K as of Q2 2026.
Sage Capital Management bought 47 Phillips Edison & Co shares in Q2 2026, an estimated $1.88K.
Phillips Edison & Co made up 0.25% of Sage Capital Management's portfolio in Q2 2026, its #78 holding.
Sage Capital Management first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's Phillips Edison & Co position peaked at $709K in Q4 2023.
96 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.