Arete Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Arete Wealth Advisors’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 Q1	–	Sell	-25,684	Closed	-$914K	–	618
2025 Q4	$914K	Buy	25,684 +50	+0.2%	+$1.74K	0.06%	303
2025 Q3	$880K	Buy	25,634 +2,706	+12%	+$93.8K	0.06%	303
2025 Q2	$803K	Hold	22,928	–	–	0.06%	296
2025 Q1	$837K	Hold	22,928	–	–	0.06%	271
2024 Q4	$858K	Sell	22,928 -5,464	-19%	-$208K	0.06%	279
2024 Q3	$1.06M	Buy	28,392 +866	+3%	+$30.9K	0.09%	217
2024 Q2	$897K	Sell	27,526 -3,761	-12%	-$123K	0.07%	261
2024 Q1	$1.12M	Buy	31,287 +1,143	+4%	+$40.4K	0.1%	196
2023 Q4	$1.1M	Buy	30,144 +680	+2%	+$23.8K	0.08%	231
2023 Q3	$988K	Sell	29,464 -63,106	-68%	-$2.18M	0.17%	131
2023 Q2	$3.15M	Buy	+92,570	New	+$2.89M	0.28%	82
2022 Q3	–	Sell	-16,267	Closed	-$543K	–	611
2022 Q2	$543K	Sell	16,267 -2,422	-13%	-$82.2K	0.05%	229
2022 Q1	$643K	Buy	+18,689	New	+$614K	0.05%	240

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arete Wealth Advisors's PECO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 25,684 shares — an estimated $914K sold.

Arete Wealth Advisors first reported a position in PECO in Q1 2022 and held it in 13 quarters. The position peaked at $3.15M in Q2 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Arete Wealth Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 25,684 Phillips Edison & Co shares in Q1 2026, an estimated $914K.
Arete Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 13 quarters.
Arete Wealth Advisors's Phillips Edison & Co position peaked at $3.15M in Q2 2023.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.