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Arlington Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Arlington Financial 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
2025
Q2 		– Sell
-9,842
Closed -$359K – 102
2025
Q1 		$359K Buy
+9,842
New +$356K 0.06% 82

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arlington Financial Advisors's PECO Position: Q2 2025 in Review

Arlington Financial Advisors sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 9,842 shares — an estimated $359K sold.

Arlington Financial Advisors first reported a position in PECO in Q1 2025 and held it in 1 quarter. The position peaked at $359K in Q1 2025. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • Arlington Financial Advisors reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 9,842 Phillips Edison & Co shares in Q2 2025, an estimated $359K.
  • Arlington Financial Advisors first reported a position in Phillips Edison & Co in Q1 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's Phillips Edison & Co position peaked at $359K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.