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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
Q2 		$205K Sell
4,935
-841
-15% -$33.6K ﹤0.01% 1136
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
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

Foundations Investment Advisors's PECO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Phillips Edison & Co (PECO) stake by 15% in Q2 2026, selling an estimated $33.6K and leaving 4,935 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Foundations Investment Advisors first reported a position in PECO in Q2 2022 and has held it in 11 quarters since. The position peaked at $949K in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Foundations Investment Advisors held 4,935 shares of Phillips Edison & Co worth $205K as of Q2 2026.
  • Foundations Investment Advisors sold 841 Phillips Edison & Co shares in Q2 2026, an estimated $33.6K.
  • Phillips Edison & Co made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1136 holding.
  • Foundations Investment Advisors first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Phillips Edison & Co position peaked at $949K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.