Avior Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Avior Wealth Management’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 Q2	$874K	Hold	21,001	–	–	0.02%	387
2026 Q1	$786K	Buy	+21,001	New	+$781K	0.02%	416
2024 Q2	–	Sell	-24	Closed	-$860	–	3304
2024 Q1	$860	Buy	+24	New	+$848	﹤0.01%	2433
2023 Q3	–	Sell	-1,009	Closed	-$34.4K	–	1656
2023 Q2	$34.4K	Buy	1,009 +10	+1%	+$312	﹤0.01%	840
2023 Q1	$32.6K	Sell	999 -209	-17%	-$6.84K	﹤0.01%	869
2022 Q4	$38.5K	Sell	1,208 -88	-7%	-$2.71K	﹤0.01%	668
2022 Q3	$36K	Sell	1,296 -1,277	-50%	-$42K	﹤0.01%	654
2022 Q2	$85K	Sell	2,573 -989	-28%	-$33.6K	0.01%	510
2022 Q1	$122K	Buy	+3,562	New	+$117K	0.01%	485

Other funds holding PECO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avior Wealth Management's PECO Position: Q2 2026 in Review

Avior Wealth Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 21,001 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #387.

Avior Wealth Management first reported a position in PECO in Q1 2022 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Avior Wealth Management held 21,001 shares of Phillips Edison & Co worth $874K as of Q2 2026.
Avior Wealth Management left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #387 holding.
Avior Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 9 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.