HHM Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

HHM Wealth Advisors’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	–	Sell	-300	Closed	-$10.7K	–	906
2025 Q4	$10.7K	Sell	300 -450	-60%	-$15.6K	﹤0.01%	607
2025 Q3	$25.7K	Sell	750 -350	-32%	-$12.1K	﹤0.01%	472
2025 Q2	$38.5K	Hold	1,100	–	–	﹤0.01%	414
2025 Q1	$40.1K	Sell	1,100 -362	-25%	-$13.1K	0.01%	397
2024 Q4	$54.8K	Hold	1,462	–	–	0.01%	339
2024 Q3	$55.1K	Sell	1,462 -731	-33%	-$26.1K	0.01%	327
2024 Q2	$71.7K	Hold	2,193	–	–	0.01%	290
2024 Q1	$78.7K	Sell	2,193 -1,462	-40%	-$51.7K	0.01%	236
2023 Q4	$133K	Hold	3,655	–	–	0.02%	183
2023 Q3	$123K	Hold	3,655	–	–	0.02%	179
2023 Q2	$125K	Hold	3,655	–	–	0.02%	184
2023 Q1	$119K	Hold	3,655	–	–	0.02%	179
2022 Q4	$116K	Sell	3,655 -877	-19%	-$27K	0.03%	164
2022 Q3	$127K	Hold	4,532	–	–	0.03%	150
2022 Q2	$151K	Sell	4,532 -3,137	-41%	-$106K	0.04%	152
2022 Q1	$264K	Buy	+7,669	New	+$252K	0.06%	120

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

HHM Wealth Advisors's PECO Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 300 shares — an estimated $10.7K sold.

HHM Wealth Advisors first reported a position in PECO in Q1 2022 and held it in 16 quarters. The position peaked at $264K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

HHM Wealth Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 300 Phillips Edison & Co shares in Q1 2026, an estimated $10.7K.
HHM Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 16 quarters.
HHM Wealth Advisors's Phillips Edison & Co position peaked at $264K in Q1 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.