Susquehanna Portfolio Strategies’s Phillips Edison & Co PECO Stock Holding History

Susquehanna Portfolio Strategies’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	$5.92M	Buy	142,192 +97,302	+217%	+$3.89M	0.09%	245
2026 Q1	$1.68M	Buy	44,890 +3,676	+9%	+$137K	0.03%	533
2025 Q4	$1.47M	Sell	41,214 -18,721	-31%	-$650K	0.02%	569
2025 Q3	$2.06M	Sell	59,935 -14,830	-20%	-$514K	0.03%	512
2025 Q2	$2.62M	Buy	74,765 +66,785	+837%	+$2.36M	0.06%	317
2025 Q1	$291K	Buy	+7,980	New	+$288K	0.13%	100
2024 Q4	–	Sell	-42,813	Closed	-$1.61M	–	245
2024 Q3	$1.61M	Hold	42,813	–	–	0.11%	155
2024 Q2	$1.4M	Sell	42,813 -47,954	-53%	-$1.56M	0.06%	246
2024 Q1	$3.26M	Sell	90,767 -10,449	-10%	-$369K	0.08%	265
2023 Q4	$3.69M	Buy	+101,216	New	+$3.54M	0.07%	329

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 $3.38T AUM 44.17% 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

Susquehanna Portfolio Strategies's PECO Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its Phillips Edison & Co (PECO) stake by 217% in Q2 2026, buying an estimated $3.89M and bringing the position to 142,192 shares worth $5.92M. The position accounts for 0.09% of the portfolio, ranked #245.

Susquehanna Portfolio Strategies first reported a position in PECO in Q4 2023 and has held it in 10 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Susquehanna Portfolio Strategies held 142,192 shares of Phillips Edison & Co worth $5.92M as of Q2 2026.
Susquehanna Portfolio Strategies bought 97,302 Phillips Edison & Co shares in Q2 2026, an estimated $3.89M.
Phillips Edison & Co made up 0.09% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #245 holding.
Susquehanna Portfolio Strategies first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 10 quarters since.
447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.