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

EPG 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	–	Sell	-5,727	Closed	-$214K	–	331
2026 Q1	$214K	Buy	+5,727	New	+$213K	0.06%	178
2025 Q2	–	Sell	-16,440	Closed	-$600K	–	402
2025 Q1	$600K	Buy	16,440 +134	+0.8%	+$4.84K	0.17%	148
2024 Q4	$611K	Sell	16,306 -2,606	-14%	-$99.3K	0.16%	144
2024 Q3	$713K	Buy	+18,912	New	+$675K	0.18%	134
2024 Q2	–	Sell	-20,814	Closed	-$679K	–	143
2024 Q1	$747K	Sell	20,814 -858	-4%	-$30.3K	0.18%	140
2023 Q4	$747K	Sell	21,672 -2,755	-11%	-$96.4K	0.2%	128
2023 Q3	$819K	Buy	24,427 +147	+0.6%	+$5.08K	0.25%	102
2023 Q2	$827K	Buy	24,280 +159	+0.7%	+$4.96K	0.24%	103
2023 Q1	$787K	Sell	24,121 -1,644	-6%	-$53.8K	0.25%	96
2022 Q4	$820K	Sell	25,765 -3,842	-13%	-$118K	0.31%	76
2022 Q3	$830K	Sell	29,607 -1,210	-4%	-$39.8K	0.34%	70
2022 Q2	$1.03M	Buy	30,817 +524	+2%	+$17.8K	0.44%	55
2022 Q1	$1.04M	Buy	+30,293	New	+$994K	0.36%	59

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

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

EPG Wealth Management sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 5,727 shares — an estimated $214K sold.

EPG Wealth Management first reported a position in PECO in Q1 2022 and held it in 13 quarters. The position peaked at $1.04M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

EPG Wealth Management reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 5,727 Phillips Edison & Co shares in Q2 2026, an estimated $214K.
EPG Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 13 quarters.
EPG Wealth Management's Phillips Edison & Co position peaked at $1.04M in Q1 2022.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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