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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's PECO Position: Q1 2026 in Review

Global Wealth Management Investment Advisory held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 6,653 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #136.

Global Wealth Management Investment Advisory first reported a position in PECO in Q1 2022 and has held it in 16 quarters since. The position peaked at $379K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Global Wealth Management Investment Advisory held 6,653 shares of Phillips Edison & Co worth $249K as of Q1 2026.
Global Wealth Management Investment Advisory left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #136 holding.
Global Wealth Management Investment Advisory first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 16 quarters since.
Global Wealth Management Investment Advisory's Phillips Edison & Co position peaked at $379K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.