Vident Advisory’s Phillips Edison & Co PECO Stock Holding History

Vident Advisory’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 Q1	$475K	Sell	12,694 -43	-0.3%	-$1.6K	﹤0.01%	1286
2025 Q4	$453K	Sell	12,737 -488	-4%	-$16.9K	﹤0.01%	1217
2025 Q3	$454K	Sell	13,225 -1,671	-11%	-$57.9K	﹤0.01%	1238
2025 Q2	$522K	Sell	14,896 -3,255	-18%	-$115K	0.01%	1024
2025 Q1	$662K	Sell	18,151 -3,606	-17%	-$130K	0.01%	885
2024 Q4	$815K	Sell	21,757 -13,427	-38%	-$511K	0.01%	721
2024 Q3	$1.33M	Buy	35,184 +1,932	+6%	+$68.9K	0.03%	531
2024 Q2	$1.09M	Sell	33,252 -3,443	-9%	-$112K	0.03%	565
2024 Q1	$1.32M	Buy	36,695 +1,526	+4%	+$53.9K	0.03%	495
2023 Q4	$1.28M	Buy	35,169 +1,190	+4%	+$41.6K	0.03%	492
2023 Q3	$1.14M	Buy	+33,979	New	+$1.17M	0.04%	471

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return