GI
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GAMMA Investing’s Phillips Edison & Co PECO Stock Holding History

GAMMA Investing’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 		$192K Sell
5,150
-95
-2% -$3.83K 0.01% 1352
2026
Q2 		$218K Buy
5,245
+292
+6% +$11.7K 0.01% 1209
2026
Q1 		$185K Buy
4,953
+1,736
+54% +$64.5K 0.01% 1176
2025
Q4 		$114K Sell
3,217
-104
-3% -$3.61K 0.01% 1484
2025
Q3 		$114K Sell
3,321
-1,392
-30% -$48.2K 0.01% 1403
2025
Q2 		$165K Buy
4,713
+1,611
+52% +$57K 0.01% 1044
2025
Q1 		$113K Sell
3,102
-8
-0.3% -$289 0.01% 1152
2024
Q4 		$117K Sell
3,110
-220
-7% -$8.38K 0.01% 998
2024
Q3 		$126K Buy
3,330
+803
+32% +$28.6K 0.01% 860
2024
Q2 		$82.7K Buy
2,527
+149
+6% +$4.86K 0.01% 879
2024
Q1 		$85.3K Buy
2,378
+275
+13% +$9.72K 0.02% 724
2023
Q4 		$73K Buy
+2,103
New +$73.6K 0.02% 700

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

GAMMA Investing's PECO Position: Q3 2026 in Review

GAMMA Investing reduced its Phillips Edison & Co (PECO) stake by 1.8% in Q3 2026, selling an estimated $3.83K and leaving 5,150 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1352.

GAMMA Investing first reported a position in PECO in Q4 2023 and has held it in 12 quarters since. The position peaked at $218K in Q2 2026. 24 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • GAMMA Investing held 5,150 shares of Phillips Edison & Co worth $192K as of Q3 2026.
  • GAMMA Investing sold 95 Phillips Edison & Co shares in Q3 2026, an estimated $3.83K.
  • Phillips Edison & Co made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1352 holding.
  • GAMMA Investing first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Phillips Edison & Co position peaked at $218K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.