Diversify Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
+24,371
New +$974K 0.02% 613
2025
Q3
Sell
-5,931
Closed -$200K 907
2025
Q2
$200K Buy
+5,931
New +$210K 0.01% 799
2024
Q2
Sell
-8,430
Closed -$296K 701
2024
Q1
$296K Buy
+8,430
New +$298K 0.02% 540

Other funds holding PECO

Diversify Advisory Services's PECO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 24,371 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #613 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PECO as recently as Q2 2025.

Diversify Advisory Services first reported a position in PECO in Q1 2024 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Diversify Advisory Services held 24,371 shares of Phillips Edison & Co worth $1.05M as of Q2 2026.
  • Phillips Edison & Co was a new Diversify Advisory Services position in Q2 2026.
  • Phillips Edison & Co made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #613 holding.
  • Diversify Advisory Services first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.