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 Q2	$104K	Hold	2,500	–	–	﹤0.01%	743
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Whittier Trust's PECO Position: Q2 2026 in Review

Whittier Trust held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 2,500 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Whittier Trust first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Whittier Trust held 2,500 shares of Phillips Edison & Co worth $104K as of Q2 2026.
Whittier Trust left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #743 holding.
Whittier Trust first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.