AR
PECO icon

Apeiron RIA’s Phillips Edison & Co PECO Stock Holding History

Apeiron RIA’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 		$441K Sell
10,605
-661
-6% -$26.4K 0.11% 106
2026
Q1 		$422K Sell
11,266
-206
-2% -$7.66K 0.1% 127
2025
Q4 		$415K Sell
11,472
-608
-5% -$21.1K 0.08% 141
2025
Q3 		$407K Sell
12,080
-106
-0.9% -$3.67K 0.09% 140
2025
Q2 		$427K Sell
12,186
-707
-5% -$25K 0.11% 138
2025
Q1 		$470K Sell
12,893
-287
-2% -$10.4K 0.14% 128
2024
Q4 		$494K Sell
13,180
-1,666
-11% -$63.5K 0.14% 121
2024
Q3 		$560K Sell
14,846
-3,661
-20% -$131K 0.16% 109
2024
Q2 		$605K Sell
18,507
-427
-2% -$13.9K 0.19% 98
2024
Q1 		$679K Sell
18,934
-1,552
-8% -$54.8K 0.2% 88
2023
Q4 		$747K Sell
20,486
-728
-3% -$25.5K 0.23% 76
2023
Q3 		$712K Sell
21,214
-1,197
-5% -$41.4K 0.24% 71
2023
Q2 		$764K Buy
22,411
+403
+2% +$12.6K 0.26% 67
2023
Q1 		$712K Sell
22,008
-490
-2% -$16K 0.24% 73
2022
Q4 		$716K Sell
22,498
-6,202
-22% -$191K 0.27% 67
2022
Q3 		$823K Sell
28,700
-14,165
-33% -$466K 0.38% 49
2022
Q2 		$5.05K Buy
42,865
+24,696
+136% +$838K 1.41% 5
2022
Q1 		$627K Buy
+18,169
New +$596K 0.3% 67

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apeiron RIA's PECO Position: Q2 2026 in Review

Apeiron RIA reduced its Phillips Edison & Co (PECO) stake by 5.9% in Q2 2026, selling an estimated $26.4K and leaving 10,605 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #106.

Apeiron RIA first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $823K in Q3 2022. 35 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Apeiron RIA held 10,605 shares of Phillips Edison & Co worth $441K as of Q2 2026.
  • Apeiron RIA sold 661 Phillips Edison & Co shares in Q2 2026, an estimated $26.4K.
  • Phillips Edison & Co made up 0.11% of Apeiron RIA's portfolio in Q2 2026, its #106 holding.
  • Apeiron RIA first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Apeiron RIA's Phillips Edison & Co position peaked at $823K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.