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AE Wealth Management’s Phillips Edison & Co PECO Stock Holding History

AE Wealth Management’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 		$1.78M Sell
42,773
-2,706
-6% -$108K 0.01% 699
2026
Q1 		$1.7M Sell
45,479
-6,863
-13% -$255K 0.01% 697
2025
Q4 		$1.86M Buy
52,342
+6,812
+15% +$236K 0.01% 625
2025
Q3 		$1.56M Buy
45,530
+9,058
+25% +$314K 0.01% 630
2025
Q2 		$1.28M Sell
36,472
-3,417
-9% -$121K 0.01% 660
2025
Q1 		$1.46M Sell
39,889
-3,798
-9% -$137K 0.01% 614
2024
Q4 		$1.64M Buy
43,687
+5,019
+13% +$191K 0.01% 591
2024
Q3 		$1.46M Sell
38,668
-1,699
-4% -$60.6K 0.01% 623
2024
Q2 		$1.32M Buy
40,367
+6,964
+21% +$227K 0.01% 637
2024
Q1 		$1.2M Sell
33,403
-278,959
-89% -$9.86M 0.01% 617
2023
Q4 		$11.1M Sell
312,362
-20,881
-6% -$730K 0.06% 373
2023
Q3 		$11.2M Buy
333,243
+32,574
+11% +$1.13M 0.07% 354
2023
Q2 		$10.2M Sell
300,669
-22,648
-7% -$707K 0.06% 364
2023
Q1 		$10.5M Sell
323,317
-1,460
-0.4% -$47.8K 0.07% 330
2022
Q4 		$10.3M Buy
324,777
+9,851
+3% +$303K 0.07% 312
2022
Q3 		$8.83M Sell
314,926
-20,966
-6% -$689K 0.07% 305
2022
Q2 		$11.2M Buy
+335,892
New +$11.4M 0.09% 251

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

AE Wealth Management's PECO Position: Q2 2026 in Review

AE Wealth Management reduced its Phillips Edison & Co (PECO) stake by 5.9% in Q2 2026, selling an estimated $108K and leaving 42,773 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #699.

AE Wealth Management first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.2M in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • AE Wealth Management held 42,773 shares of Phillips Edison & Co worth $1.78M as of Q2 2026.
  • AE Wealth Management sold 2,706 Phillips Edison & Co shares in Q2 2026, an estimated $108K.
  • Phillips Edison & Co made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #699 holding.
  • AE Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's Phillips Edison & Co position peaked at $11.2M in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.