Integrated Advisors Network
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Integrated Advisors Network’s Phillips Edison & Co PECO Stock Holding History

Integrated Advisors Network’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
Q3 		$1.51M Sell
40,480
-2,208
-5% -$89K 0.07% 257
2026
Q2 		$1.78M Sell
42,688
-1,335
-3% -$53.3K 0.08% 226
2026
Q1 		$1.65M Hold
44,023
– – 0.09% 229
2025
Q4 		$1.57M Sell
44,023
-178
-0.4% -$6.18K 0.07% 268
2025
Q3 		$1.52M Sell
44,201
-3,296
-7% -$114K 0.06% 286
2025
Q2 		$1.66M Sell
47,497
-4,607
-9% -$163K 0.08% 264
2025
Q1 		$1.9M Sell
52,104
-78
-0.1% -$2.82K 0.1% 211
2024
Q4 		$1.95M Sell
52,182
-2,856
-5% -$109K 0.09% 206
2024
Q3 		$2.08M Sell
55,038
-4,088
-7% -$146K 0.1% 208
2024
Q2 		$1.93M Sell
59,126
-2,397
-4% -$78.2K 0.1% 204
2024
Q1 		$2.21M Sell
61,523
-1,886
-3% -$66.6K 0.11% 200
2023
Q4 		$2.31M Sell
63,409
-1,173
-2% -$41K 0.13% 184
2023
Q3 		$2.17M Sell
64,582
-1,872
-3% -$64.7K 0.13% 185
2023
Q2 		$2.26M Sell
66,454
-5,821
-8% -$182K 0.13% 183
2023
Q1 		$2.36M Sell
72,275
-3,972
-5% -$130K 0.14% 172
2022
Q4 		$2.43M Sell
76,247
-3,825
-5% -$118K 0.16% 167
2022
Q3 		$2.25M Sell
80,072
-1,180
-1% -$38.8K 0.15% 161
2022
Q2 		$2.72M Sell
81,252
-3,466
-4% -$118K 0.18% 153
2022
Q1 		$2.91M Buy
+84,718
New +$2.78M 0.17% 155

Other funds holding PECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Integrated Advisors Network's PECO Position: Q3 2026 in Review

Integrated Advisors Network reduced its Phillips Edison & Co (PECO) stake by 5.2% in Q3 2026, selling an estimated $89K and leaving 40,480 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #257.

Integrated Advisors Network first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.91M in Q1 2022. 242 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Integrated Advisors Network held 40,480 shares of Phillips Edison & Co worth $1.51M as of Q3 2026.
  • Integrated Advisors Network sold 2,208 Phillips Edison & Co shares in Q3 2026, an estimated $89K.
  • Phillips Edison & Co made up 0.07% of Integrated Advisors Network's portfolio in Q3 2026, its #257 holding.
  • Integrated Advisors Network first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Integrated Advisors Network's Phillips Edison & Co position peaked at $2.91M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.