William Blair & Company
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William Blair & Company’s Phillips Edison & Co PECO Stock Holding History

William Blair & Company’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 		$614K Buy
16,403
+5,392
+49% +$200K ﹤0.01% 1079
2025
Q4 		$392K Buy
11,011
+276
+3% +$9.58K ﹤0.01% 1218
2025
Q3 		$369K Sell
10,735
-3,144
-23% -$109K ﹤0.01% 1230
2025
Q2 		$486K Buy
+13,879
New +$491K ﹤0.01% 1090
2025
Q1 		– Sell
-5,379
Closed -$201K – 1865
2024
Q4 		$201K Sell
5,379
-1,000
-16% -$38.1K ﹤0.01% 1437
2024
Q3 		$241K Sell
6,379
-826
-11% -$29.5K ﹤0.01% 1376
2024
Q2 		$236K Hold
7,205
– – ﹤0.01% 1348
2024
Q1 		$258K Hold
7,205
– – ﹤0.01% 1308
2023
Q4 		$263K Sell
7,205
-364
-5% -$12.7K ﹤0.01% 1302
2023
Q3 		$254K Hold
7,569
– – ﹤0.01% 1301
2023
Q2 		$258K Buy
7,569
+105
+1% +$3.28K ﹤0.01% 1309
2023
Q1 		$243K Buy
7,464
+259
+4% +$8.47K ﹤0.01% 1325
2022
Q4 		$229K Sell
7,205
-140
-2% -$4.3K ﹤0.01% 1323
2022
Q3 		$206K Sell
7,345
-1,787
-20% -$58.7K ﹤0.01% 1375
2022
Q2 		$305K Sell
9,132
-376
-4% -$12.8K ﹤0.01% 1261
2022
Q1 		$327K Buy
+9,508
New +$312K ﹤0.01% 1334

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
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
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

William Blair & Company's PECO Position: Q1 2026 in Review

William Blair & Company increased its Phillips Edison & Co (PECO) stake by 49% in Q1 2026, buying an estimated $200K and bringing the position to 16,403 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

William Blair & Company first reported a position in PECO in Q1 2022 and has held it in 16 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • William Blair & Company held 16,403 shares of Phillips Edison & Co worth $614K as of Q1 2026.
  • William Blair & Company bought 5,392 Phillips Edison & Co shares in Q1 2026, an estimated $200K.
  • Phillips Edison & Co made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1079 holding.
  • William Blair & Company first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 16 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.