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Beacon Pointe Advisors’s Phillips Edison & Co PECO Stock Holding History

Beacon Pointe 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
2026
Q2 		$224K Buy
5,386
+35
+0.7% +$1.4K ﹤0.01% 1761
2026
Q1 		$200K Sell
5,351
-909
-15% -$33.8K ﹤0.01% 1734
2025
Q4 		$223K Buy
6,260
+166
+3% +$5.76K ﹤0.01% 1391
2025
Q3 		$209K Sell
6,094
-3,443
-36% -$119K ﹤0.01% 1308
2025
Q2 		$334K Sell
9,537
-438
-4% -$15.5K ﹤0.01% 1006
2025
Q1 		$364K Sell
9,975
-2,572
-20% -$92.9K ﹤0.01% 949
2024
Q4 		$470K Hold
12,547
– – 0.01% 855
2024
Q3 		$473K Hold
12,547
– – 0.01% 875
2024
Q2 		$410K Sell
12,547
-3,827
-23% -$125K ﹤0.01% 939
2024
Q1 		$587K Buy
16,374
+2,918
+22% +$103K 0.01% 854
2023
Q4 		$491K Sell
13,456
-69
-0.5% -$2.41K 0.01% 914
2023
Q3 		$454K Buy
+13,525
New +$468K 0.01% 917
2023
Q2 		– Sell
-11,217
Closed -$366K – 1165
2023
Q1 		$366K Sell
11,217
-292
-3% -$9.55K 0.01% 855
2022
Q4 		$366K Sell
11,509
-4,558
-28% -$140K 0.01% 797
2022
Q3 		$451K Hold
16,067
– – 0.01% 671
2022
Q2 		$537K Sell
16,067
-18,935
-54% -$643K 0.01% 625
2022
Q1 		$1.2M Buy
+35,002
New +$1.15M 0.02% 568

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Pointe Advisors's PECO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Phillips Edison & Co (PECO) stake by 0.65% in Q2 2026, buying an estimated $1.4K and bringing the position to 5,386 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Beacon Pointe Advisors first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Beacon Pointe Advisors held 5,386 shares of Phillips Edison & Co worth $224K as of Q2 2026.
  • Beacon Pointe Advisors bought 35 Phillips Edison & Co shares in Q2 2026, an estimated $1.4K.
  • Phillips Edison & Co made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1761 holding.
  • Beacon Pointe Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Phillips Edison & Co position peaked at $1.2M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.