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

Brass Tax 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
2025
Q3 		$344K Hold
10,012
– – 0.06% 160
2025
Q2 		$351K Hold
10,012
– – 0.07% 150
2025
Q1 		$365K Hold
10,012
– – 0.08% 131
2024
Q4 		$375K Hold
10,012
– – 0.08% 118
2024
Q3 		$378K Buy
+10,012
New +$357K 0.08% 115

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Brass Tax Wealth Management's PECO Position: Q3 2025 in Review

Brass Tax Wealth Management held its Phillips Edison & Co (PECO) position steady in Q3 2025 at 10,012 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #160.

Brass Tax Wealth Management first reported a position in PECO in Q3 2024 and has held it in 5 quarters since. The position peaked at $378K in Q3 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Brass Tax Wealth Management held 10,012 shares of Phillips Edison & Co worth $344K as of Q3 2025.
  • Brass Tax Wealth Management left its Phillips Edison & Co share count unchanged in Q3 2025.
  • Phillips Edison & Co made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #160 holding.
  • Brass Tax Wealth Management first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's Phillips Edison & Co position peaked at $378K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.