Foundations Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Foundations Investment 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 Q1	$216K	Sell	5,776 -781	-12%	-$29K	﹤0.01%	1076
2025 Q4	$233K	Sell	6,557 -56	-0.8%	-$1.94K	﹤0.01%	997
2025 Q3	$227K	Sell	6,613 -1,159	-15%	-$40.2K	﹤0.01%	954
2025 Q2	$272K	Buy	+7,772	New	+$275K	﹤0.01%	775
2024 Q4	–	Sell	-8,151	Closed	-$307K	–	872
2024 Q3	$307K	Buy	+8,151	New	+$291K	0.01%	628
2023 Q3	–	Sell	-18,918	Closed	-$645K	–	670
2023 Q2	$645K	Buy	18,918 +233	+1%	+$7.27K	0.02%	315
2023 Q1	$610K	Hold	18,685	–	–	0.02%	295
2022 Q4	$595K	Sell	18,685 -2,831	-13%	-$87K	0.02%	258
2022 Q3	$604K	Sell	21,516 -6,389	-23%	-$210K	0.03%	212
2022 Q2	$949K	Buy	+27,905	New	+$947K	0.04%	155

Other funds holding PECO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return