1620 Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

1620 Investment Advisors’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	$12.9K	Sell	310 -100	-24%	-$4K	0.01%	458
2026 Q1	$15.3K	Hold	410	–	–	0.01%	415
2025 Q4	$14.6K	Hold	410	–	–	0.01%	420
2025 Q3	$14.1K	Sell	410 -100	-20%	-$3.46K	0.01%	421
2025 Q2	$17.9K	Hold	510	–	–	0.01%	407
2025 Q1	$18.6K	Sell	510 -100	-16%	-$3.61K	0.01%	389
2024 Q4	$22.9K	Hold	610	–	–	0.02%	377
2024 Q3	$23K	Sell	610 -175	-22%	-$6.24K	0.02%	386
2024 Q2	$25.7K	Buy	+785	New	+$25.6K	0.02%	365

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

1620 Investment Advisors's PECO Position: Q2 2026 in Review

1620 Investment Advisors reduced its Phillips Edison & Co (PECO) stake by 24% in Q2 2026, selling an estimated $4K and leaving 310 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #458.

1620 Investment Advisors first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.7K in Q2 2024. 41 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

1620 Investment Advisors held 310 shares of Phillips Edison & Co worth $12.9K as of Q2 2026.
1620 Investment Advisors sold 100 Phillips Edison & Co shares in Q2 2026, an estimated $4K.
Phillips Edison & Co made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #458 holding.
1620 Investment Advisors first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Phillips Edison & Co position peaked at $25.7K in Q2 2024.
41 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.