Sumitomo Mitsui DS Asset Management’s Phillips Edison & Co PECO Stock Holding History

Sumitomo Mitsui DS 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	$1.27M	Hold	30,538	–	–	0.01%	603
2026 Q1	$1.14M	Hold	30,538	–	–	0.01%	602
2025 Q4	$1.09M	Buy	30,538 +4,584	+18%	+$159K	0.01%	607
2025 Q3	$891K	Hold	25,954	–	–	0.01%	627
2025 Q2	$909K	Hold	25,954	–	–	0.01%	626
2025 Q1	$947K	Hold	25,954	–	–	0.01%	633
2024 Q4	$972K	Buy	25,954 +3,354	+15%	+$128K	0.01%	628
2024 Q3	$852K	Hold	22,600	–	–	0.01%	642
2024 Q2	$739K	Buy	22,600 +2,857	+14%	+$93.2K	0.01%	648
2024 Q1	$708K	Hold	19,743	–	–	0.01%	646
2023 Q4	$720K	Hold	19,743	–	–	0.01%	664
2023 Q3	$662K	Buy	19,743 +2,379	+14%	+$82.3K	0.01%	645
2023 Q2	$592K	Hold	17,364	–	–	0.01%	655
2023 Q1	$566K	Hold	17,364	–	–	0.01%	648
2022 Q4	$553K	Buy	17,364 +2,110	+14%	+$64.9K	0.01%	638
2022 Q3	$428K	Buy	15,254 +2,109	+16%	+$69.3K	0.01%	656
2022 Q2	$439K	Hold	13,145	–	–	0.01%	652
2022 Q1	$452K	Buy	+13,145	New	+$432K	0.01%	677

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's PECO Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 30,538 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #603.

Sumitomo Mitsui DS Asset Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 30,538 shares of Phillips Edison & Co worth $1.27M as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #603 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.