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Smartleaf Asset Management’s Phillips Edison & Co PECO Stock Holding History

Smartleaf Asset Management’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 		$42.2K Sell
1,129
-11
-1% -$409 ﹤0.01% 1544
2025
Q4 		$40.9K Buy
1,140
+672
+144% +$23.3K ﹤0.01% 1651
2025
Q3 		$16K Buy
468
+364
+350% +$12.6K ﹤0.01% 1902
2025
Q2 		$3.63K Buy
104
+28
+37% +$991 ﹤0.01% 2148
2025
Q1 		$2.73K Sell
76
-116
-60% -$4.19K ﹤0.01% 2386
2024
Q4 		$7.14K Buy
192
+85
+79% +$3.24K ﹤0.01% 2122
2024
Q3 		$3.99K Buy
107
+50
+88% +$1.78K ﹤0.01% 2222
2024
Q2 		$1.85K Sell
57
-164
-74% -$5.35K ﹤0.01% 2258
2024
Q1 		$7.87K Buy
+221
New +$7.81K ﹤0.01% 1078

Other funds holding PECO

BlackRock
BlackRock New York $5.7T 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