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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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