Y-Intercept (HK)
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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
Q3 		$2.35M Buy
+63,057
New +$2.54M 0.05% 543
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Y-Intercept (HK)'s PECO Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Phillips Edison & Co (PECO) in Q3 2026: 63,057 shares worth $2.35M. The stake represents 0.05% of the portfolio and ranks #543 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in PECO as recently as Q1 2026.

Y-Intercept (HK) first reported a position in PECO in Q4 2023 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Y-Intercept (HK) held 63,057 shares of Phillips Edison & Co worth $2.35M as of Q3 2026.
  • Phillips Edison & Co was a new Y-Intercept (HK) position in Q3 2026.
  • Phillips Edison & Co made up 0.05% of Y-Intercept (HK)'s portfolio in Q3 2026, its #543 holding.
  • Y-Intercept (HK) first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 7 quarters since.
  • 59 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.