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Hantz Financial Services’s Phillips Edison & Co PECO Stock Holding History

Hantz Financial Services’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 		$137K Buy
3,299
+872
+36% +$34.8K ﹤0.01% 1271
2026
Q1 		$91K Buy
2,427
+349
+17% +$13K ﹤0.01% 1323
2025
Q4 		$74K Buy
2,078
+959
+86% +$33.3K ﹤0.01% 1266
2025
Q3 		$38K Buy
1,119
+903
+418% +$31.3K ﹤0.01% 1335
2025
Q2 		$8K Buy
216
+209
+2,986% +$7.39K ﹤0.01% 1595
2025
Q1 		$0 Buy
+7
New +$253 ﹤0.01% 1907

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

Hantz Financial Services's PECO Position: Q2 2026 in Review

Hantz Financial Services increased its Phillips Edison & Co (PECO) stake by 36% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,299 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Hantz Financial Services first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Hantz Financial Services held 3,299 shares of Phillips Edison & Co worth $137K as of Q2 2026.
  • Hantz Financial Services bought 872 Phillips Edison & Co shares in Q2 2026, an estimated $34.8K.
  • Phillips Edison & Co made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1271 holding.
  • Hantz Financial Services first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.