Salomon & Ludwin
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Salomon & Ludwin’s Phillips Edison & Co PECO Stock Holding History

Salomon & Ludwin’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 		$51.8K Buy
1,387
+398
+40% +$16K ﹤0.01% 451
2026
Q2 		$41.1K Hold
989
– – ﹤0.01% 647
2026
Q1 		$37.1K Buy
989
+38
+4% +$1.41K ﹤0.01% 658
2025
Q4 		$33.2K Buy
951
+246
+35% +$8.54K ﹤0.01% 565
2025
Q3 		$28.3K Buy
+705
New +$24.4K ﹤0.01% 616

Other funds holding PECO

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin's PECO Position: Q3 2026 in Review

Salomon & Ludwin increased its Phillips Edison & Co (PECO) stake by 40% in Q3 2026, buying an estimated $16K and bringing the position to 1,387 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Salomon & Ludwin first reported a position in PECO in Q3 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Salomon & Ludwin held 1,387 shares of Phillips Edison & Co worth $51.8K as of Q3 2026.
  • Salomon & Ludwin bought 398 Phillips Edison & Co shares in Q3 2026, an estimated $16K.
  • Phillips Edison & Co made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #451 holding.
  • Salomon & Ludwin first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.