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Sophron Capital Management’s Phillips Edison & Co PECO Stock Holding History

Sophron Capital 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 		$10.5M Sell
251,859
-131,887
-34% -$5.27M 3.25% 10
2026
Q1 		$14.4M Buy
383,746
+12,260
+3% +$456K 4.23% 7
2025
Q4 		$13.2M Sell
371,486
-202,175
-35% -$7.02M 4.25% 7
2025
Q3 		$19.7M Buy
573,661
+182,629
+47% +$6.33M 6.07% 3
2025
Q2 		$13.7M Buy
391,032
+85,059
+28% +$3.01M 4.19% 9
2025
Q1 		$11.2M Buy
305,973
+183,656
+150% +$6.63M 3.8% 11
2024
Q4 		$4.58M Buy
+122,317
New +$4.66M 1.81% 26

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

Sophron Capital Management's PECO Position: Q2 2026 in Review

Sophron Capital Management reduced its Phillips Edison & Co (PECO) stake by 34% in Q2 2026, selling an estimated $5.27M and leaving 251,859 shares worth $10.5M. The position accounts for 3.25% of the portfolio, ranked #10.

Sophron Capital Management first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q3 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Sophron Capital Management held 251,859 shares of Phillips Edison & Co worth $10.5M as of Q2 2026.
  • Sophron Capital Management sold 131,887 Phillips Edison & Co shares in Q2 2026, an estimated $5.27M.
  • Phillips Edison & Co made up 3.25% of Sophron Capital Management's portfolio in Q2 2026, its #10 holding.
  • Sophron Capital Management first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • Sophron Capital Management's Phillips Edison & Co position peaked at $19.7M in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sophron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.