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

IFP 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
Q2 		$23.1K Sell
554
-76
-12% -$3.04K ﹤0.01% 2888
2026
Q1 		$23.6K Sell
630
-57
-8% -$2.12K ﹤0.01% 2686
2025
Q4 		$24.4K Buy
687
+250
+57% +$8.68K ﹤0.01% 2618
2025
Q3 		$15K Sell
437
-20
-4% -$693 ﹤0.01% 2717
2025
Q2 		$16K Buy
457
+3
+0.7% +$106 ﹤0.01% 2664
2025
Q1 		$19.9K Hold
454
– – ﹤0.01% 2287
2024
Q4 		$20.5K Sell
454
-46
-9% -$1.75K ﹤0.01% 2235
2024
Q3 		$18.9K Sell
500
-633
-56% -$22.6K ﹤0.01% 2167
2024
Q2 		$37.1K Buy
1,133
+833
+278% +$27.2K ﹤0.01% 1797
2024
Q1 		$10.8K Sell
300
-1,017
-77% -$35.9K ﹤0.01% 2207
2023
Q4 		$48K Hold
1,317
– – ﹤0.01% 1562
2023
Q3 		$44.2K Hold
1,317
– – ﹤0.01% 1613
2023
Q2 		$44.9K Sell
1,317
-87
-6% -$2.72K ﹤0.01% 1652
2023
Q1 		$39.1K Sell
1,404
-67,180
-98% -$2.2M ﹤0.01% 1697
2022
Q4 		$1.91M Sell
68,584
-6,951
-9% -$214K 0.05% 385
2022
Q3 		$2.1M Buy
75,535
+14,264
+23% +$469K 0.05% 380
2022
Q2 		$1.7M Hold
61,271
– – 0.05% 398
2022
Q1 		$1.7M Buy
+61,271
New +$2.01M 0.05% 398

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

IFP Advisors's PECO Position: Q2 2026 in Review

IFP Advisors reduced its Phillips Edison & Co (PECO) stake by 12% in Q2 2026, selling an estimated $3.04K and leaving 554 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

IFP Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.1M in Q3 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • IFP Advisors held 554 shares of Phillips Edison & Co worth $23.1K as of Q2 2026.
  • IFP Advisors sold 76 Phillips Edison & Co shares in Q2 2026, an estimated $3.04K.
  • Phillips Edison & Co made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2888 holding.
  • IFP Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's Phillips Edison & Co position peaked at $2.1M in Q3 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.