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EverSource Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

EverSource Wealth Advisors’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 		$75K Sell
1,802
-1,440
-44% -$57.5K ﹤0.01% 1539
2026
Q1 		$121K Buy
3,242
+1,130
+54% +$42K ﹤0.01% 1322
2025
Q4 		$75.1K Sell
2,112
-438
-17% -$15.2K ﹤0.01% 1474
2025
Q3 		$87.5K Sell
2,550
-54
-2% -$1.87K ﹤0.01% 1358
2025
Q2 		$91.2K Buy
2,604
+865
+50% +$30.6K ﹤0.01% 1261
2025
Q1 		$63.5K Buy
1,739
+110
+7% +$3.97K ﹤0.01% 1123
2024
Q4 		$61K Buy
1,629
+182
+13% +$6.93K ﹤0.01% 1099
2024
Q3 		$54.6K Buy
1,447
+11
+0.8% +$392 ﹤0.01% 1029
2024
Q2 		$50.4K Sell
1,436
-101
-7% -$3.29K ﹤0.01% 1087
2024
Q1 		$50.3K Buy
1,537
+166
+12% +$5.87K ﹤0.01% 983
2023
Q4 		$50K Buy
1,371
+11
+0.8% +$385 ﹤0.01% 900
2023
Q3 		$45.6K Hold
1,360
– – ﹤0.01% 847
2023
Q2 		$46.3K Hold
1,360
– – 0.01% 868
2023
Q1 		$44.4K Hold
1,360
– – 0.01% 828
2022
Q4 		$43.3K Hold
1,360
– – 0.01% 813
2022
Q3 		$38K Sell
1,360
-609
-31% -$20K 0.01% 709
2022
Q2 		$65K Sell
1,969
-1,666
-46% -$56.6K 0.02% 529
2022
Q1 		$125K Buy
+3,635
New +$119K 0.03% 302

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

EverSource Wealth Advisors's PECO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Phillips Edison & Co (PECO) stake by 44% in Q2 2026, selling an estimated $57.5K and leaving 1,802 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

EverSource Wealth Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $125K in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • EverSource Wealth Advisors held 1,802 shares of Phillips Edison & Co worth $75K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,440 Phillips Edison & Co shares in Q2 2026, an estimated $57.5K.
  • Phillips Edison & Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1539 holding.
  • EverSource Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Phillips Edison & Co position peaked at $125K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.