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Farther Finance Advisors’s Phillips Edison & Co PECO Stock Holding History

Farther Finance 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
Q3 		$99K Buy
2,652
+1,828
+222% +$73.7K ﹤0.01% 2867
2026
Q2 		$34.3K Buy
824
+85
+12% +$3.4K ﹤0.01% 3554
2026
Q1 		$27.5K Sell
739
-5,294
-88% -$197K ﹤0.01% 3431
2025
Q4 		$215K Buy
6,033
+5,960
+8,164% +$207K ﹤0.01% 1873
2025
Q3 		$2.51K Buy
73
+55
+306% +$1.91K ﹤0.01% 4056
2025
Q2 		$631 Sell
18
-17
-49% -$601 ﹤0.01% 3999
2025
Q1 		$1.29K Hold
35
– – ﹤0.01% 3537
2024
Q4 		$1.31K Sell
35
-15
-30% -$571 ﹤0.01% 3162
2024
Q3 		$1.89K Sell
50
-5
-9% -$178 ﹤0.01% 3015
2024
Q2 		$1.79K Sell
55
-9,112
-99% -$297K ﹤0.01% 2839
2024
Q1 		$321K Buy
9,167
+9,129
+24,024% +$323K 0.02% 516
2023
Q4 		$1.39K Buy
+38
New +$1.33K ﹤0.01% 2595

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Farther Finance Advisors's PECO Position: Q3 2026 in Review

Farther Finance Advisors increased its Phillips Edison & Co (PECO) stake by 222% in Q3 2026, buying an estimated $73.7K and bringing the position to 2,652 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Farther Finance Advisors first reported a position in PECO in Q4 2023 and has held it in 12 quarters since. The position peaked at $321K in Q1 2024. 25 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Farther Finance Advisors held 2,652 shares of Phillips Edison & Co worth $99K as of Q3 2026.
  • Farther Finance Advisors bought 1,828 Phillips Edison & Co shares in Q3 2026, an estimated $73.7K.
  • Phillips Edison & Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2867 holding.
  • Farther Finance Advisors first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Phillips Edison & Co position peaked at $321K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.