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

Arkadios 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 		$2.78M Buy
74,203
+4,432
+6% +$165K 0.05% 407
2025
Q4 		$2.48M Buy
69,771
+18,189
+35% +$631K 0.05% 388
2025
Q3 		$1.77M Sell
51,582
-393
-0.8% -$13.6K 0.04% 433
2025
Q2 		$1.82M Buy
51,975
+2,582
+5% +$91.3K 0.05% 375
2025
Q1 		$1.8M Sell
49,393
-2,764
-5% -$99.8K 0.07% 313
2024
Q4 		$1.95M Buy
52,157
+17,192
+49% +$655K 0.11% 190
2024
Q3 		$1.32M Sell
34,965
-617
-2% -$22K 0.07% 256
2024
Q2 		$1.16M Sell
35,582
-6,428
-15% -$210K 0.08% 246
2024
Q1 		$1.51M Sell
42,010
-8,550
-17% -$302K 0.12% 177
2023
Q4 		$1.84M Sell
50,560
-16,217
-24% -$567K 0.16% 137
2023
Q3 		$2.24M Sell
66,777
-13,062
-16% -$452K 0.21% 114
2023
Q2 		$2.72M Sell
79,839
-12,629
-14% -$394K 0.32% 74
2023
Q1 		$3.02M Buy
92,468
+3,108
+3% +$102K 0.36% 70
2022
Q4 		$2.85M Sell
89,360
-10,268
-10% -$316K 0.38% 75
2022
Q3 		$2.79M Sell
99,628
-6,292
-6% -$207K 0.42% 61
2022
Q2 		$3.54M Sell
105,920
-75,912
-42% -$2.58M 0.53% 43
2022
Q1 		$6.25M Buy
+181,832
New +$5.97M 0.82% 20
2021
Q4 		– Sell
-850
Closed -$26K – 1420
2021
Q3 		$26K Buy
+850
New +$24.9K ﹤0.01% 1116

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Phillips Edison & Co (PECO) stake by 6.4% in Q1 2026, buying an estimated $165K and bringing the position to 74,203 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #407.

Arkadios Wealth Advisors first reported a position in PECO in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.25M in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Arkadios Wealth Advisors held 74,203 shares of Phillips Edison & Co worth $2.78M as of Q1 2026.
  • Arkadios Wealth Advisors bought 4,432 Phillips Edison & Co shares in Q1 2026, an estimated $165K.
  • Phillips Edison & Co made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • Arkadios Wealth Advisors first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's Phillips Edison & Co position peaked at $6.25M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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