Diversify Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Diversify Wealth Management’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	$1.05M	Sell	24,371 -10,212	-30%	-$408K	0.02%	613
2026 Q1	$1.38M	Buy	34,583 +1,490	+5%	+$55.4K	0.02%	489
2025 Q4	$1.15M	Sell	33,093 -9,432	-22%	-$327K	0.05%	295
2025 Q3	$1.44M	Sell	42,525 -15,300	-26%	-$530K	0.08%	226
2025 Q2	$1.95M	Sell	57,825 -16,580	-22%	-$587K	0.12%	183
2025 Q1	$2.6M	Sell	74,405 -3,814	-5%	-$138K	0.19%	143
2024 Q4	$2.78M	Sell	78,219 -6,677	-8%	-$254K	0.22%	123
2024 Q3	$3.14M	Sell	84,896 -1,925	-2%	-$68.7K	0.3%	83
2024 Q2	$2.94M	Buy	+86,821	New	+$2.83M	0.37%	68

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Diversify Wealth Management's PECO Position: Q2 2026 in Review

Diversify Wealth Management reduced its Phillips Edison & Co (PECO) stake by 30% in Q2 2026, selling an estimated $408K and leaving 24,371 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #613.

Diversify Wealth Management first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q3 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Diversify Wealth Management held 24,371 shares of Phillips Edison & Co worth $1.05M as of Q2 2026.
Diversify Wealth Management sold 10,212 Phillips Edison & Co shares in Q2 2026, an estimated $408K.
Phillips Edison & Co made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #613 holding.
Diversify Wealth Management first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Phillips Edison & Co position peaked at $3.14M in Q3 2024.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.