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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
Q2 		$47.7K Hold
1,129
– – ﹤0.01% 1541
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smartleaf Asset Management's PECO Position: Q2 2026 in Review

Smartleaf Asset Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 1,129 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Smartleaf Asset Management first reported a position in PECO in Q1 2024 and has held it in 10 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Smartleaf Asset Management held 1,129 shares of Phillips Edison & Co worth $47.7K as of Q2 2026.
  • Smartleaf Asset Management left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1541 holding.
  • Smartleaf Asset Management first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 10 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.