SEI Investments
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SEI Investments’s Phillips Edison & Co PECO Stock Holding History

SEI Investments’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 		$6.27M Buy
167,443
+14,999
+10% +$557K 0.01% 1403
2025
Q4 		$5.42M Sell
152,444
-105,072
-41% -$3.65M 0.01% 1333
2025
Q3 		$8.84M Sell
257,516
-41,367
-14% -$1.43M 0.01% 1069
2025
Q2 		$10.5M Buy
298,883
+6,385
+2% +$226K 0.01% 966
2025
Q1 		$10.7M Buy
292,498
+44,339
+18% +$1.6M 0.01% 947
2024
Q4 		$9.3M Buy
248,159
+61,110
+33% +$2.33M 0.01% 1017
2024
Q3 		$7.05M Buy
187,049
+153,921
+465% +$5.49M 0.01% 1128
2024
Q2 		$1.08M Sell
33,128
-391
-1% -$12.8K ﹤0.01% 1883
2024
Q1 		$1.2M Buy
+33,519
New +$1.18M ﹤0.01% 1813
2023
Q2 		– Sell
-136,360
Closed -$4.45M – 2740
2023
Q1 		$4.45M Buy
+136,360
New +$4.46M 0.01% 1247

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