Hibernia Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Hibernia Wealth Partners’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	–	Sell	-9,868	Closed	-$369K	–	111
2026 Q1	$369K	Buy	9,868 +68	+0.7%	+$2.53K	0.11%	78
2025 Q4	$349K	Buy	+9,800	New	+$340K	0.11%	71
2025 Q3	–	Sell	-9,662	Closed	-$338K	–	85
2025 Q2	$338K	Buy	+9,662	New	+$342K	0.11%	68
2023 Q4	–	Sell	-1,105	Closed	-$37.1K	–	252
2023 Q3	$37.1K	Buy	+1,105	New	+$38.2K	0.03%	101

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hibernia Wealth Partners's PECO Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 9,868 shares — an estimated $369K sold.

Hibernia Wealth Partners first reported a position in PECO in Q3 2023 and held it in 4 quarters. The position peaked at $369K in Q1 2026. 100 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Hibernia Wealth Partners reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
Hibernia Wealth Partners sold 9,868 Phillips Edison & Co shares in Q2 2026, an estimated $369K.
Hibernia Wealth Partners first reported a position in Phillips Edison & Co in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's Phillips Edison & Co position peaked at $369K in Q1 2026.
100 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.