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Curio Wealth’s Phillips Edison & Co PECO Stock Holding History

Curio Wealth’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
-591
Closed -$22.1K – 837
2026
Q1 		$22.1K Hold
591
– – 0.01% 172
2025
Q4 		$21.1K Hold
591
– – 0.01% 191
2025
Q3 		$20.3K Hold
591
– – 0.01% 156
2025
Q2 		$20.7K Buy
591
+590
+59,000% +$20.9K 0.01% 164
2025
Q1 		$22.1K Sell
1
-590
-100% -$21.3K 0.01% 173
2024
Q4 		$22.1K Buy
+591
New +$22.5K 0.01% 165

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

Curio Wealth's PECO Position: Q2 2026 in Review

Curio Wealth sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 591 shares — an estimated $22.1K sold.

Curio Wealth first reported a position in PECO in Q4 2024 and held it in 6 quarters. The position peaked at $22.1K in Q1 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Curio Wealth reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 591 Phillips Edison & Co shares in Q2 2026, an estimated $22.1K.
  • Curio Wealth first reported a position in Phillips Edison & Co in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Phillips Edison & Co position peaked at $22.1K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.