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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

Fidelity Investments

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

Geode Capital Management

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

Canada Pension Plan Investment Board

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

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