SummitTX Capital’s Phillips Edison & Co PECO Stock Holding History

SummitTX Capital’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	–	Sell	-29,490	Closed	-$1.1M	–	965
2026 Q1	$1.1M	Buy	+29,490	New	+$1.1M	0.03%	425

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

SummitTX Capital's PECO Position: Q2 2026 in Review

SummitTX Capital sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 29,490 shares — an estimated $1.1M sold.

SummitTX Capital first reported a position in PECO in Q1 2026 and held it in 1 quarter. The position peaked at $1.1M in Q1 2026. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

SummitTX Capital reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 29,490 Phillips Edison & Co shares in Q2 2026, an estimated $1.1M.
SummitTX Capital first reported a position in Phillips Edison & Co in Q1 2026 and held it in 1 quarter.
SummitTX Capital's Phillips Edison & Co position peaked at $1.1M in Q1 2026.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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