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 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

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

GAMMA Investing's PECO Position: Q2 2026 in Review

GAMMA Investing increased its Phillips Edison & Co (PECO) stake by 5.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,245 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1209.

GAMMA Investing first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

GAMMA Investing held 5,245 shares of Phillips Edison & Co worth $218K as of Q2 2026.
GAMMA Investing bought 292 Phillips Edison & Co shares in Q2 2026, an estimated $11.7K.
Phillips Edison & Co made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1209 holding.
GAMMA Investing first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
68 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.