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Syntax Research’s Phillips Edison & Co PECO Stock Holding History

Syntax Research’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 		$105K Hold
2,527
– – 0.08% 72
2026
Q1 		$94.6K Hold
2,527
– – 0.06% 81
2025
Q4 		$89.9K Hold
2,527
– – 0.06% 81
2025
Q3 		$86.8K Hold
2,527
– – 0.06% 81
2025
Q2 		$88.5K Hold
2,527
– – 0.06% 75
2025
Q1 		$92.2K Hold
2,527
– – 0.06% 79
2024
Q4 		$94.7K Hold
2,527
– – 0.07% 74
2024
Q3 		$95.3K Hold
2,527
– – 0.06% 73
2024
Q2 		$82.7K Hold
2,527
– – 0.07% 65
2024
Q1 		$90.6K Hold
2,527
– – 0.07% 70
2023
Q4 		$92.2K Hold
2,527
– – 0.08% 67
2023
Q3 		$84.8K Buy
+2,527
New +$87.4K 0.07% 72

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

Syntax Research's PECO Position: Q2 2026 in Review

Syntax Research held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 2,527 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #72.

Syntax Research first reported a position in PECO in Q3 2023 and has held it in 12 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Syntax Research held 2,527 shares of Phillips Edison & Co worth $105K as of Q2 2026.
  • Syntax Research left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.08% of Syntax Research's portfolio in Q2 2026, its #72 holding.
  • Syntax Research first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 12 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.