SignatureFD
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SignatureFD’s Phillips Edison & Co PECO Stock Holding History

SignatureFD’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 		$71.7K Buy
1,920
+721
+60% +$29K ﹤0.01% 1746
2026
Q2 		$49.9K Buy
1,199
+879
+275% +$35.1K ﹤0.01% 1891
2026
Q1 		$12K Buy
320
+188
+142% +$6.99K ﹤0.01% 2428
2025
Q4 		$4.7K Sell
132
-34
-20% -$1.18K ﹤0.01% 2711
2025
Q3 		$5.7K Buy
166
+97
+141% +$3.36K ﹤0.01% 2623
2025
Q2 		$2.42K Sell
69
-40
-37% -$1.42K ﹤0.01% 2817
2025
Q1 		$3.98K Buy
109
+73
+203% +$2.64K ﹤0.01% 2682
2024
Q4 		$1.35K Buy
36
+19
+112% +$724 ﹤0.01% 2973
2024
Q3 		$641 Hold
17
– – ﹤0.01% 3063
2024
Q2 		$556 Buy
+17
New +$554 ﹤0.01% 2976
2023
Q2 		– Sell
-40
Closed -$1.3K – 3332
2023
Q1 		$1.3K Buy
40
+1
+3% +$33 ﹤0.01% 2923
2022
Q4 		$1.24K Buy
+39
New +$1.2K ﹤0.01% 2926
2022
Q3 		– Sell
-1,800
Closed -$60K – 3281
2022
Q2 		$60K Hold
1,800
– – ﹤0.01% 1203
2022
Q1 		$62K Buy
+1,800
New +$59.1K ﹤0.01% 1263

Other funds holding PECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SignatureFD's PECO Position: Q3 2026 in Review

SignatureFD increased its Phillips Edison & Co (PECO) stake by 60% in Q3 2026, buying an estimated $29K and bringing the position to 1,920 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

SignatureFD first reported a position in PECO in Q1 2022 and has held it in 14 quarters since. 242 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • SignatureFD held 1,920 shares of Phillips Edison & Co worth $71.7K as of Q3 2026.
  • SignatureFD bought 721 Phillips Edison & Co shares in Q3 2026, an estimated $29K.
  • Phillips Edison & Co made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1746 holding.
  • SignatureFD first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 14 quarters since.
  • 242 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.