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

CoreCap 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	–	Sell	-1,061	Closed	-$39.7K	–	3256
2026 Q1	$39.7K	Buy	1,061 +165	+18%	+$6.13K	﹤0.01%	1403
2025 Q4	$31.9K	Hold	896	–	–	﹤0.01%	1502
2025 Q3	$30.8K	Hold	896	–	–	﹤0.01%	1510
2025 Q2	$31.4K	Hold	896	–	–	﹤0.01%	1433
2025 Q1	$32.7K	Hold	896	–	–	﹤0.01%	1346
2024 Q4	$33.6K	Sell	896 -375	-30%	-$14.3K	﹤0.01%	1343
2024 Q3	$47.9K	Hold	1,271	–	–	﹤0.01%	1208
2024 Q2	$41.6K	Buy	1,271 +896	+239%	+$29.2K	﹤0.01%	709
2024 Q1	$13.5K	Buy	+375	New	+$13.3K	﹤0.01%	1639
2022 Q4	$33.4K	Buy	+1,048	New	+$32.2K	﹤0.01%	1120
2022 Q3	–	Sell	-2,025	Closed	-$68K	–	1624
2022 Q2	$68K	Buy	+2,025	New	+$68.7K	0.01%	839

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's PECO Position: Q2 2026 in Review

CoreCap Advisors sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 1,061 shares — an estimated $39.7K sold.

CoreCap Advisors first reported a position in PECO in Q2 2022 and held it in 11 quarters. The position peaked at $68K in Q2 2022. 51 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

CoreCap Advisors reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 1,061 Phillips Edison & Co shares in Q2 2026, an estimated $39.7K.
CoreCap Advisors first reported a position in Phillips Edison & Co in Q2 2022 and held it in 11 quarters.
CoreCap Advisors's Phillips Edison & Co position peaked at $68K in Q2 2022.
51 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.