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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
Q2 		$594K Sell
14,271
-51
-0.4% -$2.04K 0.01% 611
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
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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's PECO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Phillips Edison & Co (PECO) stake by 0.36% in Q2 2026, selling an estimated $2.04K and leaving 14,271 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #611.

Independent Advisor Alliance first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Independent Advisor Alliance held 14,271 shares of Phillips Edison & Co worth $594K as of Q2 2026.
  • Independent Advisor Alliance sold 51 Phillips Edison & Co shares in Q2 2026, an estimated $2.04K.
  • Phillips Edison & Co made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #611 holding.
  • Independent Advisor Alliance first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.