Yousif Capital Management’s Phillips Edison & Co PECO Stock Holding History

Yousif Capital Management’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	$1.42M	Sell	34,116 -99	-0.3%	-$3.96K	0.02%	852
2026 Q1	$1.28M	Sell	34,215 -229	-0.7%	-$8.51K	0.02%	908
2025 Q4	$1.23M	Sell	34,444 -5,027	-13%	-$174K	0.01%	978
2025 Q3	$1.36M	Sell	39,471 -7,735	-16%	-$268K	0.01%	936
2025 Q2	$1.65M	Buy	47,206 +679	+1%	+$24K	0.02%	844
2025 Q1	$1.7M	Sell	46,527 -232	-0.5%	-$8.38K	0.02%	804
2024 Q4	$1.75M	Sell	46,759 -869	-2%	-$33.1K	0.02%	833
2024 Q3	$1.8M	Sell	47,628 -1,600	-3%	-$57.1K	0.02%	836
2024 Q2	$1.61M	Sell	49,228 -6,099	-11%	-$199K	0.02%	865
2024 Q1	$1.98M	Sell	55,327 -4,176	-7%	-$148K	0.02%	815
2023 Q4	$2.17M	Buy	59,503 +875	+1%	+$30.6K	0.03%	763
2023 Q3	$1.97M	Sell	58,628 -3,837	-6%	-$133K	0.03%	745
2023 Q2	$2.13M	Buy	+62,465	New	+$1.95M	0.03%	736

Other funds holding PECO

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Yousif Capital Management's PECO Position: Q2 2026 in Review

Yousif Capital Management reduced its Phillips Edison & Co (PECO) stake by 0.29% in Q2 2026, selling an estimated $3.96K and leaving 34,116 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #852.

Yousif Capital Management first reported a position in PECO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.17M in Q4 2023. 35 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Yousif Capital Management held 34,116 shares of Phillips Edison & Co worth $1.42M as of Q2 2026.
Yousif Capital Management sold 99 Phillips Edison & Co shares in Q2 2026, an estimated $3.96K.
Phillips Edison & Co made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #852 holding.
Yousif Capital Management first reported a position in Phillips Edison & Co in Q2 2023 and has held it in 13 quarters since.
Yousif Capital Management's Phillips Edison & Co position peaked at $2.17M in Q4 2023.
35 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.