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Global Assets Advisory’s Phillips Edison & Co PECO Stock Holding History

Global Assets Advisory’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 		– Sell
-1,382
Closed -$51.7K – 504
2026
Q1 		$51.7K Buy
+1,382
New +$51.4K 0.01% 404
2025
Q3 		– Sell
-6,053
Closed -$213K – 291
2025
Q2 		$213K Buy
+6,053
New +$214K 0.08% 198

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

Global Assets Advisory's PECO Position: Q2 2026 in Review

Global Assets Advisory sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 1,382 shares — an estimated $51.7K sold.

Global Assets Advisory first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q2 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Global Assets Advisory reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 1,382 Phillips Edison & Co shares in Q2 2026, an estimated $51.7K.
  • Global Assets Advisory first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
  • Global Assets Advisory's Phillips Edison & Co position peaked at $213K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.