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

Capital A 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
Q2 		$2.23K Buy
+61
New +$2.16K 0.02% 316
2025
Q1 		– Sell
-2
Closed -$75 – 864
2024
Q4 		$75 Buy
+2
New +$76 ﹤0.01% 790

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's PECO Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Phillips Edison & Co (PECO) in Q2 2025: 61 shares worth $2.23K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in PECO as recently as Q4 2024.

Capital A Wealth Management first reported a position in PECO in Q4 2024 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • Capital A Wealth Management held 61 shares of Phillips Edison & Co worth $2.23K as of Q2 2025.
  • Phillips Edison & Co was a new Capital A Wealth Management position in Q2 2025.
  • Phillips Edison & Co made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #316 holding.
  • Capital A Wealth Management first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.