First Heartland Consultants’s Phillips Edison & Co PECO Stock Holding History

First Heartland Consultants’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	$365K	Buy	8,768 +12	+0.1%	+$479	0.02%	402
2026 Q1	$328K	Buy	8,756 +13	+0.1%	+$483	0.03%	383
2025 Q4	$311K	Buy	8,743 +9	+0.1%	+$312	0.02%	412
2025 Q3	$300K	Hold	8,734	–	–	0.02%	404
2025 Q2	$306K	Hold	8,734	–	–	0.03%	381
2025 Q1	$319K	Hold	8,734	–	–	0.03%	337
2024 Q4	$327K	Sell	8,734 -1,929	-18%	-$73.5K	0.03%	327
2024 Q3	$402K	Buy	10,663 +1,170	+12%	+$41.7K	0.04%	277
2024 Q2	$311	Sell	9,493 -350	-4%	-$11.4K	0.02%	337
2024 Q1	$353K	Hold	9,843	–	–	0.04%	306
2023 Q4	$359K	Buy	9,843 +8	+0.1%	+$280	0.04%	262
2023 Q3	$330K	Buy	9,835 +1,413	+17%	+$48.9K	0.04%	275
2023 Q2	$287K	Sell	8,422 -16	-0.2%	-$499	0.04%	295
2023 Q1	$275K	Sell	8,438 -1,006	-11%	-$32.9K	0.04%	291
2022 Q4	$301K	Buy	9,444 +350	+4%	+$10.8K	0.05%	277
2022 Q3	$255	Buy	9,094 +1,325	+17%	+$43.6K	0.02%	289
2022 Q2	$259K	Sell	7,769 -1,787	-19%	-$60.7K	0.04%	286
2022 Q1	$328K	Buy	+9,556	New	+$314K	0.05%	244

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

First Heartland Consultants's PECO Position: Q2 2026 in Review

First Heartland Consultants increased its Phillips Edison & Co (PECO) stake by 0.14% in Q2 2026, buying an estimated $479 and bringing the position to 8,768 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #402.

First Heartland Consultants first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $402K in Q3 2024. 87 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

First Heartland Consultants held 8,768 shares of Phillips Edison & Co worth $365K as of Q2 2026.
First Heartland Consultants bought 12 Phillips Edison & Co shares in Q2 2026, an estimated $479.
Phillips Edison & Co made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #402 holding.
First Heartland Consultants first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
First Heartland Consultants's Phillips Edison & Co position peaked at $402K in Q3 2024.
87 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.