Bell Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Bell Investment 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	$708	Hold	17	–	–	﹤0.01%	1627
2026 Q1	$637	Hold	17	–	–	﹤0.01%	1662
2025 Q4	$605	Hold	17	–	–	﹤0.01%	1680
2025 Q3	$584	Hold	17	–	–	﹤0.01%	1712
2025 Q2	$596	Hold	17	–	–	﹤0.01%	1723
2025 Q1	$621	Hold	17	–	–	﹤0.01%	1689
2024 Q4	$637	Hold	17	–	–	﹤0.01%	1706
2024 Q3	$642	Hold	17	–	–	﹤0.01%	1713
2024 Q2	$557	Hold	17	–	–	﹤0.01%	1777
2024 Q1	$610	Hold	17	–	–	﹤0.01%	1750
2023 Q4	$621	Hold	17	–	–	﹤0.01%	1747
2023 Q3	$571	Hold	17	–	–	﹤0.01%	1741
2023 Q2	$580	Hold	17	–	–	﹤0.01%	1771
2023 Q1	$555	Hold	17	–	–	﹤0.01%	1774
2022 Q4	$541	Sell	17 -112	-87%	-$3.44K	﹤0.01%	1781
2022 Q3	$4K	Sell	129 -87	-40%	-$2.86K	﹤0.01%	821
2022 Q2	$7K	Buy	+216	New	+$7.33K	﹤0.01%	573

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

Bell Investment Advisors's PECO Position: Q2 2026 in Review

Bell Investment Advisors held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 17 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Bell Investment Advisors first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $7K in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Bell Investment Advisors held 17 shares of Phillips Edison & Co worth $708 as of Q2 2026.
Bell Investment Advisors left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1627 holding.
Bell Investment Advisors first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
Bell Investment Advisors's Phillips Edison & Co position peaked at $7K in Q2 2022.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.