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Accel Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Accel Wealth 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 		$1.03M Sell
24,786
-11,956
-33% -$478K 0.23% 97
2026
Q1 		$1.37M Sell
36,742
-248
-0.7% -$9.22K 0.36% 71
2025
Q4 		$1.32M Buy
36,990
+2,920
+9% +$101K 0.36% 70
2025
Q3 		$1.17M Sell
34,070
-85
-0.2% -$2.94K 0.34% 77
2025
Q2 		$1.2M Buy
34,155
+285
+0.8% +$10.1K 0.4% 65
2025
Q1 		$1.24M Buy
33,870
+815
+2% +$29.4K 0.45% 63
2024
Q4 		$1.24M Sell
33,055
-878
-3% -$33.4K 0.47% 59
2024
Q3 		$1.28M Sell
33,933
-474
-1% -$16.9K 0.48% 58
2024
Q2 		$1.13M Buy
34,407
+3,265
+10% +$106K 0.45% 58
2024
Q1 		$1.12M Buy
31,142
+686
+2% +$24.2K 0.47% 55
2023
Q4 		$1.11M Sell
30,456
-1,343
-4% -$47K 0.56% 48
2023
Q3 		$1.07M Sell
31,799
-7,494
-19% -$259K 0.59% 47
2023
Q2 		$1.34M Sell
39,293
-2,331
-6% -$72.8K 0.74% 42
2023
Q1 		$1.36M Buy
41,624
+1,593
+4% +$52.1K 0.56% 52
2022
Q4 		$1.27M Buy
40,031
+1,578
+4% +$48.5K 0.61% 46
2022
Q3 		$1.14M Buy
38,453
+5,346
+16% +$176K 0.61% 51
2022
Q2 		$1.13M Buy
33,107
+8,946
+37% +$304K 0.65% 45
2022
Q1 		$840K Buy
+24,161
New +$793K 0.43% 56

Other funds holding PECO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Accel Wealth Management's PECO Position: Q2 2026 in Review

Accel Wealth Management reduced its Phillips Edison & Co (PECO) stake by 33% in Q2 2026, selling an estimated $478K and leaving 24,786 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #97.

Accel Wealth Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.37M in Q1 2026. 113 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Accel Wealth Management held 24,786 shares of Phillips Edison & Co worth $1.03M as of Q2 2026.
  • Accel Wealth Management sold 11,956 Phillips Edison & Co shares in Q2 2026, an estimated $478K.
  • Phillips Edison & Co made up 0.23% of Accel Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Accel Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Accel Wealth Management's Phillips Edison & Co position peaked at $1.37M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.