IWM
PECO icon

IHT Wealth Management’s Phillips Edison & Co PECO Stock Holding History

IHT Wealth Management’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 		$257K Buy
6,858
+54
+0.8% +$2.01K 0.01% 1070
2025
Q4 		$242K Buy
6,804
+18
+0.3% +$625 0.01% 1052
2025
Q3 		$233K Buy
6,786
+11
+0.2% +$381 0.01% 1055
2025
Q2 		$237K Sell
6,775
-1,994
-23% -$70.5K 0.01% 1003
2025
Q1 		$320K Sell
8,769
-9,990
-53% -$361K 0.01% 836
2024
Q4 		$703K Sell
18,759
-3,324
-15% -$127K 0.02% 565
2024
Q3 		$833K Buy
22,083
+10
+0% +$357 0.02% 554
2024
Q2 		$722K Buy
22,073
+10
+0% +$326 0.03% 524
2024
Q1 		$791K Buy
22,063
+9
+0% +$318 0.03% 488
2023
Q4 		$805K Buy
22,054
+10
+0% +$350 0.04% 446
2023
Q3 		$739K Sell
22,044
-1,311
-6% -$45.3K 0.04% 428
2023
Q2 		$796K Buy
23,355
+1,895
+9% +$59.2K 0.04% 397
2023
Q1 		$700K Sell
21,460
-535
-2% -$17.5K 0.04% 403
2022
Q4 		$700K Sell
21,995
-37
-0.2% -$1.14K 0.04% 390
2022
Q3 		$618K Buy
22,032
+719
+3% +$23.6K 0.05% 395
2022
Q2 		$712K Buy
+21,313
New +$724K 0.06% 295

Other funds holding PECO

BlackRock
BlackRock New York $5.72T 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

IHT Wealth Management's PECO Position: Q1 2026 in Review

IHT Wealth Management increased its Phillips Edison & Co (PECO) stake by 0.79% in Q1 2026, buying an estimated $2.01K and bringing the position to 6,858 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #1070.

IHT Wealth Management first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. The position peaked at $833K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • IHT Wealth Management held 6,858 shares of Phillips Edison & Co worth $257K as of Q1 2026.
  • IHT Wealth Management bought 54 Phillips Edison & Co shares in Q1 2026, an estimated $2.01K.
  • Phillips Edison & Co made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1070 holding.
  • IHT Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's Phillips Edison & Co position peaked at $833K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.