Savant Capital
PECO icon

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
Q3 		$337K Sell
9,025
-3,931
-30% -$158K ﹤0.01% 1839
2026
Q2 		$515K Buy
12,956
+6,320
+95% +$252K ﹤0.01% 1200
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% +$3.22K ﹤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

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Savant Capital's PECO Position: Q3 2026 in Review

Savant Capital reduced its Phillips Edison & Co (PECO) stake by 30% in Q3 2026, selling an estimated $158K and leaving 9,025 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Savant Capital first reported a position in PECO in Q3 2022 and has held it in 17 quarters since. The position peaked at $515K in Q2 2026. 193 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Savant Capital held 9,025 shares of Phillips Edison & Co worth $337K as of Q3 2026.
  • Savant Capital sold 3,931 Phillips Edison & Co shares in Q3 2026, an estimated $158K.
  • Phillips Edison & Co made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1839 holding.
  • Savant Capital first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 17 quarters since.
  • Savant Capital's Phillips Edison & Co position peaked at $515K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.