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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Salomon & Ludwin's PECO Position: Q1 2026 in Review

Salomon & Ludwin increased its Phillips Edison & Co (PECO) stake by 4% in Q1 2026, buying an estimated $1.41K and bringing the position to 989 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Salomon & Ludwin first reported a position in PECO in Q3 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Salomon & Ludwin held 989 shares of Phillips Edison & Co worth $37.1K as of Q1 2026.
  • Salomon & Ludwin bought 38 Phillips Edison & Co shares in Q1 2026, an estimated $1.41K.
  • Phillips Edison & Co made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #658 holding.
  • Salomon & Ludwin first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.