GW Henssler & Associates’s Phillips Edison & Co PECO Stock Holding History

GW Henssler & Associates’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
2025 Q1	–	Sell	-6,008	Closed	-$227K	–	202
2024 Q4	$227K	Hold	6,008	–	–	0.01%	151
2024 Q3	$227K	Buy	+6,008	New	+$214K	0.01%	155
2024 Q2	–	Sell	-6,008	Closed	-$216K	–	177
2024 Q1	$216K	Hold	6,008	–	–	0.01%	153
2023 Q4	$219K	Hold	6,008	–	–	0.01%	145
2023 Q3	$202K	Hold	6,008	–	–	0.01%	192
2023 Q2	$205K	Buy	+6,008	New	+$188K	0.01%	201
2022 Q3	–	Sell	-6,008	Closed	-$201K	–	217
2022 Q2	$201K	Hold	6,008	–	–	0.01%	216
2022 Q1	$207K	Buy	+6,008	New	+$197K	0.01%	217

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GW Henssler & Associates's PECO Position: Q1 2025 in Review

GW Henssler & Associates sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 6,008 shares — an estimated $227K sold.

GW Henssler & Associates first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $227K in Q4 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

GW Henssler & Associates reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
GW Henssler & Associates sold 6,008 Phillips Edison & Co shares in Q1 2025, an estimated $227K.
GW Henssler & Associates first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
GW Henssler & Associates's Phillips Edison & Co position peaked at $227K in Q4 2024.
405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on GW Henssler & Associates's 13F filing for Q1 2025, filed 14 May 2025.