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Advisory Alpha’s Phillips Edison & Co PECO Stock Holding History

Advisory Alpha’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 		– Sell
-6,249
Closed -$222K – 566
2025
Q4 		$222K Sell
6,249
-167
-3% -$5.8K 0.01% 477
2025
Q3 		$216K Sell
6,416
-499
-7% -$17.3K 0.01% 491
2025
Q2 		$242K Buy
6,915
+32
+0.5% +$1.13K 0.01% 420
2025
Q1 		$251K Buy
6,883
+32
+0.5% +$1.16K 0.01% 389
2024
Q4 		$257K Sell
6,851
-421
-6% -$16K 0.01% 359
2024
Q3 		$274K Sell
7,272
-176
-2% -$6.28K 0.01% 329
2024
Q2 		$244K Sell
7,448
-2,897
-28% -$94.5K 0.01% 333
2024
Q1 		$371K Buy
10,345
+54
+0.5% +$1.91K 0.02% 256
2023
Q4 		$375K Sell
10,291
-2,186
-18% -$76.5K 0.02% 229
2023
Q3 		$418K Sell
12,477
-615
-5% -$21.3K 0.02% 208
2023
Q2 		$446K Buy
+13,092
New +$409K 0.02% 220

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Alpha's PECO Position: Q1 2026 in Review

Advisory Alpha sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 6,249 shares — an estimated $222K sold.

Advisory Alpha first reported a position in PECO in Q2 2023 and held it in 11 quarters. The position peaked at $446K in Q2 2023. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Advisory Alpha reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Advisory Alpha sold 6,249 Phillips Edison & Co shares in Q1 2026, an estimated $222K.
  • Advisory Alpha first reported a position in Phillips Edison & Co in Q2 2023 and held it in 11 quarters.
  • Advisory Alpha's Phillips Edison & Co position peaked at $446K in Q2 2023.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.