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Arax Advisory Partners’s Phillips Edison & Co PECO Stock Holding History

Arax Advisory Partners’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 		$252K Buy
6,045
+5,966
+7,552% +$238K ﹤0.01% 2091
2026
Q1 		$2.96K Sell
79
-175
-69% -$6.5K ﹤0.01% 2985
2025
Q4 		$9.05K Sell
254
-94
-27% -$3.26K ﹤0.01% 2523
2025
Q3 		$11.9K Buy
348
+191
+122% +$6.62K ﹤0.01% 2514
2025
Q2 		$5.5K Sell
157
-158
-50% -$5.59K ﹤0.01% 2216
2025
Q1 		$11.5K Buy
315
+306
+3,400% +$11.1K ﹤0.01% 1521
2024
Q4 		$338 Buy
+9
New +$343 ﹤0.01% 2362

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

Arax Advisory Partners's PECO Position: Q2 2026 in Review

Arax Advisory Partners increased its Phillips Edison & Co (PECO) stake by 7,552% in Q2 2026, buying an estimated $238K and bringing the position to 6,045 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Arax Advisory Partners first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Arax Advisory Partners held 6,045 shares of Phillips Edison & Co worth $252K as of Q2 2026.
  • Arax Advisory Partners bought 5,966 Phillips Edison & Co shares in Q2 2026, an estimated $238K.
  • Phillips Edison & Co made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2091 holding.
  • Arax Advisory Partners first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.