Atria Wealth Solutions’s Phillips Edison & Co PECO Stock Holding History

Atria Wealth Solutions’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	-41,315	Closed	-$1.51M	–	1786
2025 Q1	$1.51M	Sell	41,315 -26,382	-39%	-$953K	0.02%	737
2024 Q4	$2.54M	Buy	67,697 +568	+0.8%	+$21.6K	0.03%	555
2024 Q3	$2.54M	Sell	67,129 -4,945	-7%	-$176K	0.03%	548
2024 Q2	$2.36M	Buy	72,074 +1,474	+2%	+$48.1K	0.03%	577
2024 Q1	$2.54M	Sell	70,600 -618	-0.9%	-$21.8K	0.03%	562
2023 Q4	$2.6M	Buy	71,218 +8,327	+13%	+$291K	0.03%	518
2023 Q3	$2.11M	Sell	62,891 -6,839	-10%	-$236K	0.03%	539
2023 Q2	$2.38M	Buy	69,730 +2,281	+3%	+$71.2K	0.03%	512
2023 Q1	$2.2M	Sell	67,449 -180	-0.3%	-$5.89K	0.03%	511
2022 Q4	$2.16M	Sell	67,629 -1,239	-2%	-$38.1K	0.03%	489
2022 Q3	$1.94M	Sell	68,868 -6,569	-9%	-$216K	0.03%	490
2022 Q2	$2.52M	Buy	75,437 +20,990	+39%	+$713K	0.05%	377
2022 Q1	$1.88M	Buy	+54,447	New	+$1.79M	0.03%	502

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's PECO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 41,315 shares — an estimated $1.51M sold.

Atria Wealth Solutions first reported a position in PECO in Q1 2022 and held it in 13 quarters. The position peaked at $2.6M in Q4 2023. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Atria Wealth Solutions reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 41,315 Phillips Edison & Co shares in Q2 2025, an estimated $1.51M.
Atria Wealth Solutions first reported a position in Phillips Edison & Co in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Phillips Edison & Co position peaked at $2.6M in Q4 2023.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.