Whittier Trust’s Phillips Edison & Co PECO Stock Holding History

Whittier Trust’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	$93.1K	Hold	2,500	–	–	﹤0.01%	722
2025 Q4	$87.2K	Hold	2,500	–	–	﹤0.01%	759
2025 Q3	$84.4K	Hold	2,500	–	–	﹤0.01%	737
2025 Q2	$87.5K	Hold	2,500	–	–	﹤0.01%	825
2025 Q1	$91.2K	Hold	2,500	–	–	﹤0.01%	803
2024 Q4	$93.6K	Hold	2,500	–	–	﹤0.01%	812
2024 Q3	$94.3K	Hold	2,500	–	–	﹤0.01%	807
2024 Q2	$81.8K	Hold	2,500	–	–	﹤0.01%	815
2024 Q1	$89.7K	Hold	2,500	–	–	﹤0.01%	810
2023 Q4	$91.2K	Hold	2,500	–	–	﹤0.01%	789
2023 Q3	$83.8K	Hold	2,500	–	–	﹤0.01%	807
2023 Q2	$85.2K	Hold	2,500	–	–	﹤0.01%	815
2023 Q1	$81.5K	Hold	2,500	–	–	﹤0.01%	863
2022 Q4	$79.6K	Hold	2,500	–	–	﹤0.01%	869
2022 Q3	$70K	Hold	2,500	–	–	﹤0.01%	907
2022 Q2	$84K	Buy	+2,500	New	+$84.9K	﹤0.01%	834

Other funds holding PECO

BlackRock New York $5.7T 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