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Ausdal Financial Partners’s Phillips Edison & Co PECO Stock Holding History

Ausdal Financial 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
Q1 		– Sell
-5,689
Closed -$202K – 1031
2025
Q4 		$202K Buy
+5,689
New +$197K 0.01% 901
2025
Q1 		– Sell
-8,239
Closed -$309K – 660
2024
Q4 		$309K Buy
8,239
+42
+0.5% +$1.6K 0.03% 442
2024
Q3 		$309K Sell
8,197
-354
-4% -$12.6K 0.03% 405
2024
Q2 		$280K Sell
8,551
-1,398
-14% -$45.6K 0.03% 408
2024
Q1 		$357K Sell
9,949
-1,811
-15% -$64K 0.04% 335
2023
Q4 		$429K Sell
11,760
-683
-5% -$23.9K 0.05% 282
2023
Q3 		$417K Sell
12,443
-4,259
-25% -$147K 0.06% 278
2023
Q2 		$569K Sell
16,702
-29,693
-64% -$927K 0.08% 223
2023
Q1 		$1.51M Buy
46,395
+2,729
+6% +$89.3K 0.21% 121
2022
Q4 		$1.39M Sell
43,666
-2,907
-6% -$89.4K 0.2% 119
2022
Q3 		$1.31M Sell
46,573
-507
-1% -$16.7K 0.21% 119
2022
Q2 		$1.57M Sell
47,080
-2,105
-4% -$71.5K 0.24% 120
2022
Q1 		$1.69M Buy
+49,185
New +$1.61M 0.23% 115

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

Ausdal Financial Partners's PECO Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 5,689 shares — an estimated $202K sold.

Ausdal Financial Partners first reported a position in PECO in Q1 2022 and held it in 13 quarters. The position peaked at $1.69M in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Ausdal Financial Partners reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 5,689 Phillips Edison & Co shares in Q1 2026, an estimated $202K.
  • Ausdal Financial Partners first reported a position in Phillips Edison & Co in Q1 2022 and held it in 13 quarters.
  • Ausdal Financial Partners's Phillips Edison & Co position peaked at $1.69M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.