Accel Wealth Management
PECO icon

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
Q3 		$915K Sell
24,517
-269
-1% -$10.8K 0.2% 107
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Accel Wealth Management's PECO Position: Q3 2026 in Review

Accel Wealth Management reduced its Phillips Edison & Co (PECO) stake by 1.1% in Q3 2026, selling an estimated $10.8K and leaving 24,517 shares worth $915K. The position accounts for 0.2% of the portfolio, ranked #107.

Accel Wealth Management first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2026. 215 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Accel Wealth Management held 24,517 shares of Phillips Edison & Co worth $915K as of Q3 2026.
  • Accel Wealth Management sold 269 Phillips Edison & Co shares in Q3 2026, an estimated $10.8K.
  • Phillips Edison & Co made up 0.2% of Accel Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Accel Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Accel Wealth Management's Phillips Edison & Co position peaked at $1.37M in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.