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
Q2 		$167M Sell
4,011,362
-1,200,733
-23% -$48M 0.03% 426
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 $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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group's PECO Position: Q2 2026 in Review

Wellington Management Group reduced its Phillips Edison & Co (PECO) stake by 23% in Q2 2026, selling an estimated $48M and leaving 4,011,362 shares worth $167M. The position accounts for 0.03% of the portfolio, ranked #426.

Wellington Management Group first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $314M in Q2 2023. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Wellington Management Group held 4,011,362 shares of Phillips Edison & Co worth $167M as of Q2 2026.
  • Wellington Management Group sold 1,200,733 Phillips Edison & Co shares in Q2 2026, an estimated $48M.
  • Phillips Edison & Co made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #426 holding.
  • Wellington Management Group first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Wellington Management Group's Phillips Edison & Co position peaked at $314M in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.