Apeiron RIA
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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
Q3 		$389K Sell
10,372
-233
-2% -$9.39K 0.09% 96
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 		$5.05M 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Apeiron RIA's PECO Position: Q3 2026 in Review

Apeiron RIA reduced its Phillips Edison & Co (PECO) stake by 2.2% in Q3 2026, selling an estimated $9.39K and leaving 10,372 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #96.

Apeiron RIA first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.05M in Q2 2022. 79 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Apeiron RIA held 10,372 shares of Phillips Edison & Co worth $389K as of Q3 2026.
  • Apeiron RIA sold 233 Phillips Edison & Co shares in Q3 2026, an estimated $9.39K.
  • Phillips Edison & Co made up 0.09% of Apeiron RIA's portfolio in Q3 2026, its #96 holding.
  • Apeiron RIA first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Apeiron RIA's Phillips Edison & Co position peaked at $5.05M in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.