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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
Q2 		$528K Sell
12,675
-19
-0.1% -$759 ﹤0.01% 1330
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
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 $3.38T AUM 44.17% 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

Vident Advisory's PECO Position: Q2 2026 in Review

Vident Advisory reduced its Phillips Edison & Co (PECO) stake by 0.15% in Q2 2026, selling an estimated $759 and leaving 12,675 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Vident Advisory first reported a position in PECO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2024. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Vident Advisory held 12,675 shares of Phillips Edison & Co worth $528K as of Q2 2026.
  • Vident Advisory sold 19 Phillips Edison & Co shares in Q2 2026, an estimated $759.
  • Phillips Edison & Co made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1330 holding.
  • Vident Advisory first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Phillips Edison & Co position peaked at $1.33M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.