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Swiss Life Asset Management’s Phillips Edison & Co PECO Stock Holding History

Swiss Life 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 		$330K Buy
7,919
+745
+10% +$29.8K ﹤0.01% 1206
2026
Q1 		$268K Buy
7,174
+1,341
+23% +$49.8K ﹤0.01% 1188
2025
Q4 		$207K Hold
5,833
– – ﹤0.01% 1262
2025
Q3 		$200K Buy
+5,833
New +$202K ﹤0.01% 1119

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Swiss Life Asset Management's PECO Position: Q2 2026 in Review

Swiss Life Asset Management increased its Phillips Edison & Co (PECO) stake by 10% in Q2 2026, buying an estimated $29.8K and bringing the position to 7,919 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Swiss Life Asset Management first reported a position in PECO in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Swiss Life Asset Management held 7,919 shares of Phillips Edison & Co worth $330K as of Q2 2026.
  • Swiss Life Asset Management bought 745 Phillips Edison & Co shares in Q2 2026, an estimated $29.8K.
  • Phillips Edison & Co made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1206 holding.
  • Swiss Life Asset Management first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.