Wellington Management Group
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Wellington Management Group’s Phillips Edison & Co PECO Stock Holding History

Wellington Management Group’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 		$195M Sell
5,212,095
-1,095,939
-17% -$40.7M 0.04% 386
2025
Q4 		$224M Buy
6,308,034
+325,215
+5% +$11.3M 0.04% 357
2025
Q3 		$205M Sell
5,982,819
-1,494,124
-20% -$51.8M 0.04% 372
2025
Q2 		$262M Buy
7,476,943
+431,238
+6% +$15.3M 0.05% 303
2025
Q1 		$257M Sell
7,045,705
-492,212
-7% -$17.8M 0.05% 288
2024
Q4 		$282M Buy
7,537,917
+161,963
+2% +$6.17M 0.05% 287
2024
Q3 		$278M Sell
7,375,954
-299,097
-4% -$10.7M 0.05% 319
2024
Q2 		$251M Buy
7,675,051
+118,667
+2% +$3.87M 0.04% 331
2024
Q1 		$271M Sell
7,556,384
-527,238
-7% -$18.6M 0.05% 334
2023
Q4 		$295M Sell
8,083,622
-85,462
-1% -$2.99M 0.06% 307
2023
Q3 		$274M Sell
8,169,084
-1,052,947
-11% -$36.4M 0.05% 303
2023
Q2 		$314M Buy
9,222,031
+172,137
+2% +$5.37M 0.06% 291
2023
Q1 		$295M Sell
9,049,894
-188,612
-2% -$6.17M 0.06% 305
2022
Q4 		$294M Buy
9,238,506
+228,375
+3% +$7.02M 0.06% 305
2022
Q3 		$253M Sell
9,010,131
-68
-0% -$2.23K 0.05% 311
2022
Q2 		$301M Buy
9,010,199
+1,284,722
+17% +$43.6M 0.06% 277
2022
Q1 		$266M Buy
7,725,477
+5,856,834
+313% +$192M 0.05% 348
2021
Q4 		$61.7M Buy
1,868,643
+404,903
+28% +$13M 0.01% 769
2021
Q3 		$45M Buy
+1,463,740
New +$43M 0.01% 844

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Wellington Management Group's PECO Position: Q1 2026 in Review

Wellington Management Group reduced its Phillips Edison & Co (PECO) stake by 17% in Q1 2026, selling an estimated $40.7M and leaving 5,212,095 shares worth $195M. The position accounts for 0.04% of the portfolio, ranked #386.

Wellington Management Group first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. The position peaked at $314M in Q2 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Wellington Management Group held 5,212,095 shares of Phillips Edison & Co worth $195M as of Q1 2026.
  • Wellington Management Group sold 1,095,939 Phillips Edison & Co shares in Q1 2026, an estimated $40.7M.
  • Phillips Edison & Co made up 0.04% of Wellington Management Group's portfolio in Q1 2026, its #386 holding.
  • Wellington Management Group first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • Wellington Management Group's Phillips Edison & Co position peaked at $314M in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.