Advisornet Financial’s Phillips Edison & Co PECO Stock Holding History

Advisornet Financial’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 Q1	$5.5K	Sell	147 -458	-76%	-$17K	﹤0.01%	1709
2025 Q4	$21.5K	Hold	605	–	–	﹤0.01%	1298
2025 Q3	$20.8K	Hold	605	–	–	﹤0.01%	1292
2025 Q2	$21.2K	Hold	605	–	–	﹤0.01%	1248
2025 Q1	$22.1K	Sell	605 -402	-40%	-$14.5K	﹤0.01%	1157
2024 Q4	$37.7K	Hold	1,007	–	–	﹤0.01%	967
2024 Q3	$38K	Hold	1,007	–	–	﹤0.01%	997
2024 Q2	$32.9K	Sell	1,007 -186	-16%	-$6.07K	﹤0.01%	949
2024 Q1	$42.8K	Hold	1,193	–	–	﹤0.01%	855
2023 Q4	$43.5K	Sell	1,193 -387	-24%	-$13.5K	﹤0.01%	844
2023 Q3	$53K	Hold	1,580	–	–	﹤0.01%	769
2023 Q2	$53.8K	Hold	1,580	–	–	﹤0.01%	790
2023 Q1	$51.5K	Hold	1,580	–	–	﹤0.01%	790
2022 Q4	$50.3K	Hold	1,580	–	–	﹤0.01%	790
2022 Q3	$44K	Hold	1,580	–	–	﹤0.01%	882
2022 Q2	$53K	Sell	1,580 -1,777	-53%	-$60.3K	0.01%	850
2022 Q1	$115K	Buy	+3,357	New	+$110K	0.01%	706

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's PECO Position: Q1 2026 in Review

Advisornet Financial reduced its Phillips Edison & Co (PECO) stake by 76% in Q1 2026, selling an estimated $17K and leaving 147 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Advisornet Financial first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $115K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Advisornet Financial held 147 shares of Phillips Edison & Co worth $5.5K as of Q1 2026.
Advisornet Financial sold 458 Phillips Edison & Co shares in Q1 2026, an estimated $17K.
Phillips Edison & Co made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1709 holding.
Advisornet Financial first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
Advisornet Financial's Phillips Edison & Co position peaked at $115K in Q1 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.