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Sanctuary Advisors’s Phillips Edison & Co PECO Stock Holding History

Sanctuary Advisors’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 		$388K Buy
9,327
+1,739
+23% +$69.5K ﹤0.01% 2153
2026
Q1 		$284K Buy
7,588
+34
+0.5% +$1.26K ﹤0.01% 2129
2025
Q4 		$269K Buy
7,554
+184
+2% +$6.38K ﹤0.01% 2091
2025
Q3 		$253K Buy
7,370
+105
+1% +$3.64K ﹤0.01% 2109
2025
Q2 		$254K Buy
7,265
+17
+0.2% +$601 ﹤0.01% 2016
2025
Q1 		$264K Sell
7,248
-20
-0.3% -$723 ﹤0.01% 1871
2024
Q4 		$267K Sell
7,268
-3
-0% -$114 ﹤0.01% 2072
2024
Q3 		$286K Buy
7,271
+182
+3% +$6.49K ﹤0.01% 2026
2024
Q2 		$231K Buy
+7,089
New +$231K ﹤0.01% 2085

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanctuary Advisors's PECO Position: Q2 2026 in Review

Sanctuary Advisors increased its Phillips Edison & Co (PECO) stake by 23% in Q2 2026, buying an estimated $69.5K and bringing the position to 9,327 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Sanctuary Advisors first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Sanctuary Advisors held 9,327 shares of Phillips Edison & Co worth $388K as of Q2 2026.
  • Sanctuary Advisors bought 1,739 Phillips Edison & Co shares in Q2 2026, an estimated $69.5K.
  • Phillips Edison & Co made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2153 holding.
  • Sanctuary Advisors first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.