DWM
PECO icon

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

Dogwood 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
2025
Q4 		– Sell
-1
Closed -$34 – 807
2025
Q3 		$34 Hold
1
– – ﹤0.01% 737
2025
Q2 		$34 Hold
1
– – ﹤0.01% 683
2025
Q1 		$35 Hold
1
– – ﹤0.01% 525
2024
Q4 		$36 Hold
1
– – ﹤0.01% 273
2024
Q3 		$36 Sell
1
-294
-100% -$10.5K ﹤0.01% 193
2024
Q2 		$9.66K Sell
295
-2,853
-91% -$93K 0.01% 178
2024
Q1 		$113K Hold
3,148
– – 0.08% 93
2023
Q4 		$115K Buy
+3,148
New +$110K 0.09% 92

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dogwood Wealth Management's PECO Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 1 share — an estimated $34 sold.

Dogwood Wealth Management first reported a position in PECO in Q4 2023 and held it in 8 quarters. The position peaked at $115K in Q4 2023. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1 Phillips Edison & Co share in Q4 2025, an estimated $34.
  • Dogwood Wealth Management first reported a position in Phillips Edison & Co in Q4 2023 and held it in 8 quarters.
  • Dogwood Wealth Management's Phillips Edison & Co position peaked at $115K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.