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Financial Gravity Asset Management’s Phillips Edison & Co PECO Stock Holding History

Financial Gravity Asset 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
Q1 		– Sell
-300
Closed -$10.7K – 966
2025
Q4 		$10.7K Hold
300
– – ﹤0.01% 472
2025
Q3 		$10.3K Buy
+300
New +$10.4K ﹤0.01% 560
2025
Q1 		$11.2K Buy
+308
New +$11.1K ﹤0.01% 577
2024
Q2 		$10.1K Buy
+308
New +$10K ﹤0.01% 486
2024
Q1 		– Sell
-1
Closed -$65 – 1286
2023
Q4 		$65 Buy
+1
New +$35 ﹤0.01% 1113

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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's PECO Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 300 shares — an estimated $10.7K sold.

Financial Gravity Asset Management first reported a position in PECO in Q4 2023 and held it in 5 quarters. The position peaked at $11.2K in Q1 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 300 Phillips Edison & Co shares in Q1 2026, an estimated $10.7K.
  • Financial Gravity Asset Management first reported a position in Phillips Edison & Co in Q4 2023 and held it in 5 quarters.
  • Financial Gravity Asset Management's Phillips Edison & Co position peaked at $11.2K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.