Y-Intercept (HK)’s Phillips Edison & Co PECO Stock Holding History

Y-Intercept (HK)’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	–	Sell	-48,641	Closed	-$1.82M	–	2051
2026 Q1	$1.82M	Buy	+48,641	New	+$1.81M	0.03%	758
2025 Q3	–	Sell	-12,056	Closed	-$422K	–	1923
2025 Q2	$422K	Buy	12,056 +5,529	+85%	+$196K	0.01%	1258
2025 Q1	$238K	Sell	6,527 -11,008	-63%	-$398K	0.02%	989
2024 Q4	$657K	Buy	+17,535	New	+$668K	0.04%	605
2024 Q3	–	Sell	-18,413	Closed	-$602K	–	1678
2024 Q2	$602K	Buy	+18,413	New	+$600K	0.03%	736
2024 Q1	–	Sell	-22,659	Closed	-$827K	–	1665
2023 Q4	$827K	Buy	+22,659	New	+$792K	0.08%	392

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Y-Intercept (HK)'s PECO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 48,641 shares — an estimated $1.82M sold.

Y-Intercept (HK) first reported a position in PECO in Q4 2023 and held it in 6 quarters. The position peaked at $1.82M in Q1 2026. 67 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Y-Intercept (HK) reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 48,641 Phillips Edison & Co shares in Q2 2026, an estimated $1.82M.
Y-Intercept (HK) first reported a position in Phillips Edison & Co in Q4 2023 and held it in 6 quarters.
Y-Intercept (HK)'s Phillips Edison & Co position peaked at $1.82M in Q1 2026.
67 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.