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Xponance’s Phillips Edison & Co PECO Stock Holding History

Xponance’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 		$531K Buy
12,769
+834
+7% +$33.3K ﹤0.01% 1077
2026
Q1 		$447K Buy
11,935
+1,935
+19% +$71.9K ﹤0.01% 1063
2025
Q4 		$356K Buy
10,000
+81
+0.8% +$2.81K ﹤0.01% 1086
2025
Q3 		$341K Buy
9,919
+106
+1% +$3.67K ﹤0.01% 1103
2025
Q2 		$344K Buy
9,813
+537
+6% +$19K ﹤0.01% 1088
2025
Q1 		$338K Buy
9,276
+467
+5% +$16.9K ﹤0.01% 1057
2024
Q4 		$330K Buy
8,809
+770
+10% +$29.3K ﹤0.01% 1095
2024
Q3 		$303K Buy
8,039
+250
+3% +$8.92K ﹤0.01% 1086
2024
Q2 		$255K Buy
7,789
+465
+6% +$15.2K ﹤0.01% 1100
2024
Q1 		$263K Buy
7,324
+161
+2% +$5.69K ﹤0.01% 1097
2023
Q4 		$261K Buy
7,163
+163
+2% +$5.7K ﹤0.01% 1093
2023
Q3 		$235K Buy
7,000
+41
+0.6% +$1.42K ﹤0.01% 1088
2023
Q2 		$237K Sell
6,959
-354
-5% -$11.1K ﹤0.01% 1107
2023
Q1 		$239K Buy
7,313
+53
+0.7% +$1.73K ﹤0.01% 1091
2022
Q4 		$231K Buy
+7,260
New +$223K ﹤0.01% 1093
2022
Q3 		– Sell
-6,189
Closed -$207K – 1209
2022
Q2 		$207K Buy
+6,189
New +$210K ﹤0.01% 1087

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Xponance's PECO Position: Q2 2026 in Review

Xponance increased its Phillips Edison & Co (PECO) stake by 7% in Q2 2026, buying an estimated $33.3K and bringing the position to 12,769 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Xponance first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Xponance held 12,769 shares of Phillips Edison & Co worth $531K as of Q2 2026.
  • Xponance bought 834 Phillips Edison & Co shares in Q2 2026, an estimated $33.3K.
  • Phillips Edison & Co made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1077 holding.
  • Xponance first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.