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Savant Capital’s Phillips Edison & Co PECO Stock Holding History

Savant Capital’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 		$248K Buy
6,636
+806
+14% +$30K ﹤0.01% 1286
2025
Q4 		$207K Sell
5,830
-3,471
-37% -$120K ﹤0.01% 1277
2025
Q3 		$319K Sell
9,301
-802
-8% -$27.8K ﹤0.01% 1001
2025
Q2 		$354K Buy
10,103
+1,030
+11% +$36.4K ﹤0.01% 890
2025
Q1 		$331K Buy
9,073
+89
+1% +$3.21K ﹤0.01% 804
2024
Q4 		$337K Buy
8,984
+68
+0.8% +$2.59K ﹤0.01% 1054
2024
Q3 		$336K Sell
8,916
-497
-5% -$17.7K ﹤0.01% 1044
2024
Q2 		$308K Buy
9,413
+647
+7% +$21.1K ﹤0.01% 969
2024
Q1 		$314K Buy
8,766
+8
+0.1% +$283 ﹤0.01% 885
2023
Q4 		$319K Buy
8,758
+8
+0.1% +$280 ﹤0.01% 686
2023
Q3 		$293K Sell
8,750
-3,326
-28% -$115K ﹤0.01% 653
2023
Q2 		$412K Buy
12,076
+3,890
+48% +$121K 0.01% 556
2023
Q1 		$267K Buy
8,186
+8
+0.1% +$262 0.01% 624
2022
Q4 		$232K Buy
8,178
+887
+12% +$27.3K 0.01% 524
2022
Q3 		$205K Buy
+7,291
New +$240K 0.01% 511

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

Savant Capital's PECO Position: Q1 2026 in Review

Savant Capital increased its Phillips Edison & Co (PECO) stake by 14% in Q1 2026, buying an estimated $30K and bringing the position to 6,636 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Savant Capital first reported a position in PECO in Q3 2022 and has held it in 15 quarters since. The position peaked at $412K in Q2 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Savant Capital held 6,636 shares of Phillips Edison & Co worth $248K as of Q1 2026.
  • Savant Capital bought 806 Phillips Edison & Co shares in Q1 2026, an estimated $30K.
  • Phillips Edison & Co made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1286 holding.
  • Savant Capital first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 15 quarters since.
  • Savant Capital's Phillips Edison & Co position peaked at $412K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.