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

Vert 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	$2.65M	Buy	63,606 +2,404	+4%	+$96K	0.72%	30
2026 Q1	$2.29M	Hold	61,202	–	–	0.73%	29
2025 Q4	$2.18M	Buy	61,202 +3,074	+5%	+$107K	0.72%	30
2025 Q3	$2M	Buy	58,128 +5,391	+10%	+$187K	0.67%	30
2025 Q2	$1.85M	Sell	52,737 -1,308	-2%	-$46.3K	0.67%	29
2025 Q1	$1.97M	Buy	+54,045	New	+$1.95M	0.68%	29

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

Vert Asset Management's PECO Position: Q2 2026 in Review

Vert Asset Management increased its Phillips Edison & Co (PECO) stake by 3.9% in Q2 2026, buying an estimated $96K and bringing the position to 63,606 shares worth $2.65M. The position accounts for 0.72% of the portfolio, ranked #30.

Vert Asset Management first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Vert Asset Management held 63,606 shares of Phillips Edison & Co worth $2.65M as of Q2 2026.
Vert Asset Management bought 2,404 Phillips Edison & Co shares in Q2 2026, an estimated $96K.
Phillips Edison & Co made up 0.72% of Vert Asset Management's portfolio in Q2 2026, its #30 holding.
Vert Asset Management first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.