Ignite Planners’s Phillips Edison & Co PECO Stock Holding History

Ignite Planners’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	$282K	Sell	7,538 -333	-4%	-$12.4K	0.04%	329
2025 Q4	$285K	Sell	7,871 -250	-3%	-$8.68K	0.04%	331
2025 Q3	$279K	Sell	8,121 -41	-0.5%	-$1.42K	0.05%	303
2025 Q2	$285K	Sell	8,162 -444	-5%	-$15.7K	0.05%	287
2025 Q1	$301K	Sell	8,606 -709	-8%	-$25.6K	0.06%	270
2024 Q4	$349K	Sell	9,315 -2,171	-19%	-$82.7K	0.08%	213
2024 Q3	$433K	Sell	11,486 -1,815	-14%	-$64.8K	0.1%	184
2024 Q2	$434K	Buy	13,301 +237	+2%	+$7.73K	0.11%	172
2024 Q1	$458K	Sell	13,064 -1,054	-7%	-$37.2K	0.13%	166
2023 Q4	$517K	Hold	14,118	–	–	0.15%	149
2023 Q3	$472K	Buy	14,118 +2,921	+26%	+$101K	0.14%	162
2023 Q2	$371K	Sell	11,197 -166	-1%	-$5.18K	0.14%	158
2023 Q1	$362K	Hold	11,363	–	–	0.15%	159
2022 Q4	$380K	Sell	11,363 -44	-0.4%	-$1.35K	0.16%	165
2022 Q3	$332K	Sell	11,407 -171	-1%	-$5.62K	0.27%	117
2022 Q2	$395K	Sell	11,578 -1,438	-11%	-$48.8K	0.32%	98
2022 Q1	$459K	Buy	+13,016	New	+$427K	0.31%	92

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

Ignite Planners's PECO Position: Q1 2026 in Review

Ignite Planners reduced its Phillips Edison & Co (PECO) stake by 4.2% in Q1 2026, selling an estimated $12.4K and leaving 7,538 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #329.

Ignite Planners first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $517K in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Ignite Planners held 7,538 shares of Phillips Edison & Co worth $282K as of Q1 2026.
Ignite Planners sold 333 Phillips Edison & Co shares in Q1 2026, an estimated $12.4K.
Phillips Edison & Co made up 0.04% of Ignite Planners's portfolio in Q1 2026, its #329 holding.
Ignite Planners first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
Ignite Planners's Phillips Edison & Co position peaked at $517K in Q4 2023.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.