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

Ducere 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 		$641K Sell
15,404
-2,156
-12% -$86.1K 0.19% 77
2026
Q1 		$657K Sell
17,560
-4,092
-19% -$152K 0.26% 61
2025
Q4 		$770K Buy
+21,652
New +$751K 0.3% 60

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ducere Wealth Management reduced its Phillips Edison & Co (PECO) stake by 12% in Q2 2026, selling an estimated $86.1K and leaving 15,404 shares worth $641K. The position accounts for 0.19% of the portfolio, ranked #77.

Ducere Wealth Management first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q4 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Ducere Wealth Management held 15,404 shares of Phillips Edison & Co worth $641K as of Q2 2026.
  • Ducere Wealth Management sold 2,156 Phillips Edison & Co shares in Q2 2026, an estimated $86.1K.
  • Phillips Edison & Co made up 0.19% of Ducere Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Ducere Wealth Management first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's Phillips Edison & Co position peaked at $770K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.