Cetera Investment Advisers
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Investment Advisers's PECO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Phillips Edison & Co (PECO) stake by 13% in Q1 2026, selling an estimated $3.55M and leaving 657,017 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #606.

Cetera Investment Advisers first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $42M in Q1 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Cetera Investment Advisers held 657,017 shares of Phillips Edison & Co worth $24.6M as of Q1 2026.
  • Cetera Investment Advisers sold 95,513 Phillips Edison & Co shares in Q1 2026, an estimated $3.55M.
  • Phillips Edison & Co made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #606 holding.
  • Cetera Investment Advisers first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Phillips Edison & Co position peaked at $42M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.