Advisory Resource Group’s Phillips Edison & Co PECO Stock Holding History

Advisory Resource Group’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	$246K	Hold	5,914	–	–	0.04%	170
2026 Q1	$221K	Hold	5,914	–	–	0.04%	166
2025 Q4	$210K	Hold	5,914	–	–	0.04%	168
2025 Q3	$203K	Hold	5,914	–	–	0.04%	169
2025 Q2	$207K	Hold	5,914	–	–	0.04%	163
2025 Q1	$216K	Hold	5,914	–	–	0.04%	158
2024 Q4	$222K	Hold	5,914	–	–	0.05%	153
2024 Q3	$223K	Sell	5,914 -5,053	-46%	-$180K	0.05%	153
2024 Q2	$359K	Sell	10,967 -2,549	-19%	-$83.1K	0.08%	124
2024 Q1	$485K	Sell	13,516 -11,740	-46%	-$415K	0.11%	117
2023 Q4	$921K	Sell	25,256 -4,058	-14%	-$142K	0.23%	72
2023 Q3	$983K	Sell	29,314 -29,479	-50%	-$1.02M	0.27%	63
2023 Q2	$2M	Sell	58,793 -7,427	-11%	-$232K	0.54%	48
2023 Q1	$2.16M	Hold	66,220	–	–	0.61%	44
2022 Q4	$2.11M	Sell	66,220 -965	-1%	-$29.7K	0.63%	41
2022 Q3	$1.89M	Hold	67,185	–	–	0.62%	46
2022 Q2	$2.25M	Sell	67,185 -6,766	-9%	-$230K	0.73%	41
2022 Q1	$2.54M	Sell	73,951 -8,411	-10%	-$276K	0.79%	34
2021 Q4	$2.6M	Buy	+82,362	New	+$2.64M	0.87%	29

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisory Resource Group's PECO Position: Q2 2026 in Review

Advisory Resource Group held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 5,914 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #170.

Advisory Resource Group first reported a position in PECO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.6M in Q4 2021. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Advisory Resource Group held 5,914 shares of Phillips Edison & Co worth $246K as of Q2 2026.
Advisory Resource Group left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.04% of Advisory Resource Group's portfolio in Q2 2026, its #170 holding.
Advisory Resource Group first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 19 quarters since.
Advisory Resource Group's Phillips Edison & Co position peaked at $2.6M in Q4 2021.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.