Cetera Investment Advisers
PECO icon

Cetera Investment Advisers’s Phillips Edison & Co PECO Stock Holding History

Cetera Investment Advisers’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 		$26.7M Sell
641,969
-15,048
-2% -$601K 0.02% 621
2026
Q1 		$24.6M Sell
657,017
-95,513
-13% -$3.55M 0.03% 606
2025
Q4 		$26.8M Sell
752,530
-34,547
-4% -$1.2M 0.03% 538
2025
Q3 		$27M Buy
787,077
+89,578
+13% +$3.1M 0.03% 527
2025
Q2 		$24.4M Sell
697,499
-32,114
-4% -$1.14M 0.04% 448
2025
Q1 		$26.6M Sell
729,613
-47,629
-6% -$1.72M 0.05% 375
2024
Q4 		$29.1M Sell
777,242
-74,697
-9% -$2.85M 0.06% 323
2024
Q3 		$32.1M Sell
851,939
-49,262
-5% -$1.76M 0.07% 285
2024
Q2 		$29.5M Sell
901,201
-268,876
-23% -$8.77M 0.07% 288
2024
Q1 		$42M Buy
1,170,077
+826,891
+241% +$29.2M 0.1% 201
2023
Q4 		$12.5M Sell
343,186
-28,083
-8% -$982K 0.1% 184
2023
Q3 		$12.5M Sell
371,269
-56,604
-13% -$1.96M 0.11% 171
2023
Q2 		$14.6M Sell
427,873
-46,404
-10% -$1.45M 0.12% 151
2023
Q1 		$15.5M Sell
474,277
-22,759
-5% -$745K 0.14% 137
2022
Q4 		$15.8M Sell
497,036
-35,893
-7% -$1.1M 0.15% 136
2022
Q3 		$14.9M Sell
532,929
-25,081
-4% -$824K 0.3% 72
2022
Q2 		$18.6M Sell
558,010
-13,702
-2% -$465K 0.3% 67
2022
Q1 		$19.7M Buy
+571,712
New +$18.8M 0.28% 68

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

Cetera Investment Advisers's PECO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Phillips Edison & Co (PECO) stake by 2.3% in Q2 2026, selling an estimated $601K and leaving 641,969 shares worth $26.7M. The position accounts for 0.02% of the portfolio, ranked #621.

Cetera Investment Advisers first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $42M in Q1 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cetera Investment Advisers held 641,969 shares of Phillips Edison & Co worth $26.7M as of Q2 2026.
  • Cetera Investment Advisers sold 15,048 Phillips Edison & Co shares in Q2 2026, an estimated $601K.
  • Phillips Edison & Co made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #621 holding.
  • Cetera Investment Advisers first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Phillips Edison & Co position peaked at $42M in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.