HighTower Advisors
PECO icon

HighTower Advisors’s Phillips Edison & Co PECO Stock Holding History

HighTower 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 		$1.67M Buy
44,509
+12,437
+39% +$462K ﹤0.01% 1829
2025
Q4 		$1.14M Buy
32,072
+1,209
+4% +$42K ﹤0.01% 2024
2025
Q3 		$1.06M Buy
30,863
+1,349
+5% +$46.7K ﹤0.01% 2053
2025
Q2 		$1.03M Buy
29,514
+1,331
+5% +$47.1K ﹤0.01% 1989
2025
Q1 		$1.03M Sell
28,183
-4,826
-15% -$174K ﹤0.01% 1947
2024
Q4 		$1.24M Buy
33,009
+1,598
+5% +$60.9K ﹤0.01% 1823
2024
Q3 		$1.19M Buy
31,411
+6,666
+27% +$238K ﹤0.01% 1822
2024
Q2 		$808K Sell
24,745
-700
-3% -$22.8K ﹤0.01% 1984
2024
Q1 		$911K Buy
25,445
+59
+0.2% +$2.08K ﹤0.01% 1860
2023
Q4 		$926K Buy
25,386
+1,499
+6% +$52.4K ﹤0.01% 1878
2023
Q3 		$800K Buy
23,887
+1,491
+7% +$51.5K ﹤0.01% 1922
2023
Q2 		$763K Sell
22,396
-436
-2% -$13.6K ﹤0.01% 1910
2023
Q1 		$742K Buy
22,832
+1,789
+9% +$58.5K ﹤0.01% 1847
2022
Q4 		$669K Sell
21,043
-1,353
-6% -$41.6K ﹤0.01% 1925
2022
Q3 		$629K Buy
22,396
+4
+0% +$131 ﹤0.01% 1882
2022
Q2 		$749K Buy
22,392
+1,091
+5% +$37K ﹤0.01% 1822
2022
Q1 		$733K Buy
21,301
+11,301
+113% +$371K ﹤0.01% 1939
2021
Q4 		$330K Buy
+10,000
New +$321K ﹤0.01% 2423

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return