Independent Advisor Alliance’s Phillips Edison & Co PECO Stock Holding History

Independent Advisor Alliance’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	$536K	Sell	14,322 -441	-3%	-$16.4K	0.01%	1086
2025 Q4	$525K	Buy	14,763 +1,442	+11%	+$50K	0.01%	635
2025 Q3	$457K	Buy	13,321 +41	+0.3%	+$1.42K	0.01%	645
2025 Q2	$465K	Buy	13,280 +1,307	+11%	+$46.2K	0.01%	608
2025 Q1	$437K	Buy	11,973 +1,606	+15%	+$58K	0.01%	559
2024 Q4	$388K	Buy	10,367 +64	+0.6%	+$2.44K	0.01%	1038
2024 Q3	$389K	Sell	10,303 -2,346	-19%	-$83.7K	0.01%	509
2024 Q2	$414K	Hold	12,649	–	–	0.01%	501
2024 Q1	$454K	Sell	12,649 -1,116	-8%	-$39.4K	0.02%	475
2023 Q4	$502K	Buy	13,765 +3,283	+31%	+$115K	0.02%	441
2023 Q3	$352K	Sell	10,482 -109	-1%	-$3.77K	0.02%	481
2023 Q2	$361K	Buy	10,591 +1,113	+12%	+$34.7K	0.02%	491
2023 Q1	$309K	Buy	+9,478	New	+$310K	0.01%	510
2022 Q4	–	Sell	-9,478	Closed	-$266K	–	572
2022 Q3	$266K	Sell	9,478 -200	-2%	-$6.58K	0.02%	512
2022 Q2	$323K	Buy	+9,678	New	+$329K	0.02%	469

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

Independent Advisor Alliance's PECO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Phillips Edison & Co (PECO) stake by 3% in Q1 2026, selling an estimated $16.4K and leaving 14,322 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #1086.

Independent Advisor Alliance first reported a position in PECO in Q2 2022 and has held it in 15 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Independent Advisor Alliance held 14,322 shares of Phillips Edison & Co worth $536K as of Q1 2026.
Independent Advisor Alliance sold 441 Phillips Edison & Co shares in Q1 2026, an estimated $16.4K.
Phillips Edison & Co made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1086 holding.
Independent Advisor Alliance first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 15 quarters since.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.