Avantax Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Avantax Advisory Services’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	$3.77M	Buy	107,512 +33,376	+45%	+$1.18M	0.02%	548
2025 Q1	$2.71M	Buy	+74,136	New	+$2.68M	0.02%	621
2023 Q1	–	Sell	-7,698	Closed	-$245K	–	1528
2022 Q4	$245K	Sell	7,698 -243	-3%	-$7.47K	﹤0.01%	1212
2022 Q3	$223K	Sell	7,941 -795	-9%	-$26.1K	﹤0.01%	1158
2022 Q2	$292K	Sell	8,736 -413	-5%	-$14K	﹤0.01%	1026
2022 Q1	$313K	Buy	+9,149	New	+$300K	﹤0.01%	977

Other funds holding PECO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's PECO Position: Q2 2025 in Review

Avantax Advisory Services increased its Phillips Edison & Co (PECO) stake by 45% in Q2 2025, buying an estimated $1.18M and bringing the position to 107,512 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #548.

Avantax Advisory Services first reported a position in PECO in Q1 2022 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Avantax Advisory Services held 107,512 shares of Phillips Edison & Co worth $3.77M as of Q2 2025.
Avantax Advisory Services bought 33,376 Phillips Edison & Co shares in Q2 2025, an estimated $1.18M.
Phillips Edison & Co made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #548 holding.
Avantax Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 6 quarters since.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.