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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Diversify Advisory Services's PECO Position: Q3 2025 in Review

Diversify Advisory Services sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 5,931 shares — an estimated $200K sold.

Diversify Advisory Services first reported a position in PECO in Q1 2024 and held it in 2 quarters. The position peaked at $296K in Q1 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Diversify Advisory Services reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 5,931 Phillips Edison & Co shares in Q3 2025, an estimated $200K.
  • Diversify Advisory Services first reported a position in Phillips Edison & Co in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Phillips Edison & Co position peaked at $296K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.