Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Phillips Edison & Co PECO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$5.57M Sell
133,939
-2,869
-2% -$115K ﹤0.01% 713
2026
Q1 		$5.12M Sell
136,808
-2,773
-2% -$103K ﹤0.01% 715
2025
Q4 		$4.96M Buy
139,581
+1,351
+1% +$46.9K ﹤0.01% 735
2025
Q3 		$4.75M Buy
138,230
+725
+0.5% +$25.1K ﹤0.01% 740
2025
Q2 		$4.82M Buy
137,505
+1,776
+1% +$62.8K ﹤0.01% 722
2025
Q1 		$4.95M Buy
135,729
+2,785
+2% +$101K ﹤0.01% 730
2024
Q4 		$4.98M Sell
132,944
-1,489
-1% -$56.7K ﹤0.01% 747
2024
Q3 		$5.07M Sell
134,433
-880
-0.7% -$31.4K ﹤0.01% 754
2024
Q2 		$4.43M Sell
135,313
-595
-0.4% -$19.4K ﹤0.01% 758
2024
Q1 		$4.88M Sell
135,908
-3,035
-2% -$107K ﹤0.01% 820
2023
Q4 		$5.07M Buy
138,943
+7,304
+6% +$255K ﹤0.01% 817
2023
Q3 		$4.42M Sell
131,639
-3,228
-2% -$112K ﹤0.01% 838
2023
Q2 		$4.6M Buy
134,867
+1,949
+1% +$60.8K ﹤0.01% 839
2023
Q1 		$4.34M Buy
132,918
+2,372
+2% +$77.6K ﹤0.01% 846
2022
Q4 		$4.16M Sell
130,546
-10,489
-7% -$322K ﹤0.01% 861
2022
Q3 		$3.96M Buy
141,035
+5,824
+4% +$191K ﹤0.01% 870
2022
Q2 		$4.52M Buy
+135,211
New +$4.59M ﹤0.01% 873
2022
Q1 		– Sell
-27,919
Closed -$922K – 1222
2021
Q4 		$922K Buy
+27,919
New +$895K ﹤0.01% 1034

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

Sumitomo Mitsui Trust Group's PECO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Phillips Edison & Co (PECO) stake by 2.1% in Q2 2026, selling an estimated $115K and leaving 133,939 shares worth $5.57M. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Sumitomo Mitsui Trust Group first reported a position in PECO in Q4 2021 and has held it in 18 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 133,939 shares of Phillips Edison & Co worth $5.57M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 2,869 Phillips Edison & Co shares in Q2 2026, an estimated $115K.
  • Phillips Edison & Co made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #713 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 18 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.