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 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	$2.71M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrated Advisors Network's PECO Position: Q2 2026 in Review

Integrated Advisors Network reduced its Phillips Edison & Co (PECO) stake by 3% in Q2 2026, selling an estimated $53.3K and leaving 42,688 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #226.

Integrated Advisors Network first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.91M in Q1 2022. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Integrated Advisors Network held 42,688 shares of Phillips Edison & Co worth $1.78M as of Q2 2026.
Integrated Advisors Network sold 1,335 Phillips Edison & Co shares in Q2 2026, an estimated $53.3K.
Phillips Edison & Co made up 0.08% of Integrated Advisors Network's portfolio in Q2 2026, its #226 holding.
Integrated Advisors Network first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Integrated Advisors Network's Phillips Edison & Co position peaked at $2.91M in Q1 2022.
446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.