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Advisory Services Network’s Phillips Edison & Co PECO Stock Holding History

Advisory Services Network’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 		– Sell
-869
Closed -$32.5K – 3928
2026
Q1 		$32.5K Buy
+869
New +$32.3K ﹤0.01% 2896
2025
Q4 		– Sell
-2,420
Closed -$83.1K – 3560
2025
Q3 		$83.1K Sell
2,420
-4,942
-67% -$171K ﹤0.01% 2171
2025
Q2 		$249K Hold
7,362
– – ﹤0.01% 1530
2025
Q1 		$269K Sell
7,362
-1
-0% -$36 0.01% 1369
2024
Q4 		$276K Sell
7,363
-583
-7% -$22.2K 0.01% 1336
2024
Q3 		$260K Hold
7,946
– – 0.01% 1273
2024
Q2 		$260K Buy
7,946
+2,000
+34% +$65.2K 0.01% 1273
2024
Q1 		$213K Sell
5,946
-742
-11% -$26.2K ﹤0.01% 1307
2023
Q4 		$244K Sell
6,688
-2,414
-27% -$84.4K 0.01% 1181
2023
Q3 		$305K Buy
9,102
+2,738
+43% +$94.7K 0.01% 1131
2023
Q2 		$217K Buy
6,364
+1,807
+40% +$56.4K 0.01% 1265
2023
Q1 		$149K Sell
4,557
-1,286
-22% -$42.1K ﹤0.01% 1446
2022
Q4 		$186K Sell
5,843
-3,510
-38% -$108K 0.01% 1304
2022
Q3 		$262K Buy
9,353
+29
+0.3% +$953 0.01% 1074
2022
Q2 		$312K Buy
9,324
+1,154
+14% +$39.2K 0.01% 1052
2022
Q1 		$281K Buy
+8,170
New +$268K 0.01% 1186

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisory Services Network's PECO Position: Q2 2026 in Review

Advisory Services Network sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 869 shares — an estimated $32.5K sold.

Advisory Services Network first reported a position in PECO in Q1 2022 and held it in 16 quarters. The position peaked at $312K in Q2 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Advisory Services Network reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 869 Phillips Edison & Co shares in Q2 2026, an estimated $32.5K.
  • Advisory Services Network first reported a position in Phillips Edison & Co in Q1 2022 and held it in 16 quarters.
  • Advisory Services Network's Phillips Edison & Co position peaked at $312K in Q2 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.