Diversify Advisory Services
PECO icon

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

Diversify Advisory Services’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
Q3 		$1.04M Buy
27,336
+2,965
+12% +$119K 0.02% 651
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Diversify Advisory Services's PECO Position: Q3 2026 in Review

Diversify Advisory Services increased its Phillips Edison & Co (PECO) stake by 12% in Q3 2026, buying an estimated $119K and bringing the position to 27,336 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #651.

Diversify Advisory Services first reported a position in PECO in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2026. 59 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Diversify Advisory Services held 27,336 shares of Phillips Edison & Co worth $1.04M as of Q3 2026.
  • Diversify Advisory Services bought 2,965 Phillips Edison & Co shares in Q3 2026, an estimated $119K.
  • Phillips Edison & Co made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #651 holding.
  • Diversify Advisory Services first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 4 quarters since.
  • Diversify Advisory Services's Phillips Edison & Co position peaked at $1.05M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.