Clearstead Advisors’s Phillips Edison & Co PECO Stock Holding History

Clearstead 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	$30.7K	Buy	737 +101	+16%	+$4.04K	﹤0.01%	1659
2026 Q1	$23.8K	Buy	636 +472	+288%	+$17.5K	﹤0.01%	1418
2025 Q4	$5.83K	Buy	164 +6	+4%	+$208	﹤0.01%	1991
2025 Q3	$5.42K	Hold	158	–	–	﹤0.01%	2130
2025 Q2	$5.54K	Buy	+158	New	+$5.59K	﹤0.01%	2078
2024 Q1	–	Sell	-881	Closed	-$32.1K	–	1612
2023 Q4	$32.1K	Hold	881	–	–	﹤0.01%	852
2023 Q3	$29.5K	Hold	881	–	–	﹤0.01%	822
2023 Q2	$30K	Hold	881	–	–	﹤0.01%	830
2023 Q1	$28.7K	Hold	881	–	–	﹤0.01%	781
2022 Q4	$28.1K	Hold	881	–	–	﹤0.01%	737
2022 Q3	$25K	Buy	+881	New	+$29K	﹤0.01%	740

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

Clearstead Advisors's PECO Position: Q2 2026 in Review

Clearstead Advisors increased its Phillips Edison & Co (PECO) stake by 16% in Q2 2026, buying an estimated $4.04K and bringing the position to 737 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Clearstead Advisors first reported a position in PECO in Q3 2022 and has held it in 11 quarters since. The position peaked at $32.1K in Q4 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Clearstead Advisors held 737 shares of Phillips Edison & Co worth $30.7K as of Q2 2026.
Clearstead Advisors bought 101 Phillips Edison & Co shares in Q2 2026, an estimated $4.04K.
Phillips Edison & Co made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1659 holding.
Clearstead Advisors first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 11 quarters since.
Clearstead Advisors's Phillips Edison & Co position peaked at $32.1K in Q4 2023.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.