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Global Wealth Management Investment Advisory’s Phillips Edison & Co PECO Stock Holding History

Global Wealth Management Investment 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 		$277K Hold
6,653
– – 0.04% 140
2026
Q1 		$249K Hold
6,653
– – 0.04% 136
2025
Q4 		$237K Sell
6,653
-1,492
-18% -$51.8K 0.04% 141
2025
Q3 		$280K Hold
8,145
– – 0.05% 132
2025
Q2 		$285K Buy
8,145
+1,200
+17% +$42.5K 0.05% 127
2025
Q1 		$253K Buy
6,945
+922
+15% +$33.3K 0.05% 126
2024
Q4 		$226K Sell
6,023
-4,017
-40% -$153K 0.05% 132
2024
Q3 		$379K Buy
10,040
+3,026
+43% +$108K 0.08% 120
2024
Q2 		$229K Hold
7,014
– – 0.05% 126
2024
Q1 		$252K Hold
7,014
– – 0.06% 128
2023
Q4 		$256K Sell
7,014
-2,072
-23% -$72.5K 0.07% 124
2023
Q3 		$305K Buy
9,086
+2,072
+30% +$71.6K 0.09% 125
2023
Q2 		$239K Hold
7,014
– – 0.07% 130
2023
Q1 		$229K Sell
7,014
-2,108
-23% -$69K 0.07% 127
2022
Q4 		$290K Buy
+9,122
New +$280K 0.09% 118
2022
Q3 		– Sell
-10,195
Closed -$341K – 373
2022
Q2 		$341K Buy
10,195
+2,592
+34% +$88K 0.12% 112
2022
Q1 		$261K Buy
+7,603
New +$250K 0.08% 134

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 $3.38T AUM 44.17% 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 Wealth Management Investment Advisory's PECO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 6,653 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #140.

Global Wealth Management Investment Advisory first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $379K in Q3 2024. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Global Wealth Management Investment Advisory held 6,653 shares of Phillips Edison & Co worth $277K as of Q2 2026.
  • Global Wealth Management Investment Advisory left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #140 holding.
  • Global Wealth Management Investment Advisory first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Global Wealth Management Investment Advisory's Phillips Edison & Co position peaked at $379K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.