Sittner & Nelson’s Phillips Edison & Co PECO Stock Holding History

Sittner & Nelson’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	$2.62K	Hold	70	–	–	﹤0.01%	501
2025 Q4	$2.63K	Hold	70	–	–	﹤0.01%	469
2025 Q3	$2.4K	Hold	70	–	–	﹤0.01%	435
2025 Q2	$2.45K	Hold	70	–	–	﹤0.01%	442
2025 Q1	$2.55K	Hold	70	–	–	﹤0.01%	428
2024 Q4	$2.62K	Hold	70	–	–	﹤0.01%	405
2024 Q3	$2.64K	Hold	70	–	–	﹤0.01%	397
2024 Q2	$2.29K	Hold	70	–	–	﹤0.01%	418
2024 Q1	$2.51K	Hold	70	–	–	﹤0.01%	430
2023 Q4	$2.55K	Hold	70	–	–	﹤0.01%	413
2023 Q3	$2.35K	Hold	70	–	–	﹤0.01%	419
2023 Q2	$2.39K	Hold	70	–	–	﹤0.01%	434
2023 Q1	$2.28K	Buy	+70	New	+$2.29K	﹤0.01%	448

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sittner & Nelson's PECO Position: Q1 2026 in Review

Sittner & Nelson held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 70 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Sittner & Nelson first reported a position in PECO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.64K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Sittner & Nelson held 70 shares of Phillips Edison & Co worth $2.62K as of Q1 2026.
Sittner & Nelson left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #501 holding.
Sittner & Nelson first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 13 quarters since.
Sittner & Nelson's Phillips Edison & Co position peaked at $2.64K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.