Integrated Wealth Concepts’s Phillips Edison & Co PECO Stock Holding History

Integrated Wealth Concepts’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	$409K	Buy	+10,924	New	+$406K	﹤0.01%	1664
2025 Q4	–	Sell	-8,217	Closed	-$282K	–	1935
2025 Q3	$282K	Buy	8,217 +129	+2%	+$4.47K	﹤0.01%	1668
2025 Q2	$283K	Sell	8,088 -1,031	-11%	-$36.5K	﹤0.01%	1580
2025 Q1	$333K	Buy	+9,119	New	+$329K	﹤0.01%	1347
2024 Q3	–	Sell	-7,123	Closed	-$233K	–	1719
2024 Q2	$233K	Buy	7,123 +15	+0.2%	+$489	﹤0.01%	1457
2024 Q1	$255K	Sell	7,108 -1,451	-17%	-$51.3K	﹤0.01%	1407
2023 Q4	$312K	Buy	8,559 +2	+0%	+$70	0.01%	1247
2023 Q3	$287K	Buy	8,557 +44	+0.5%	+$1.52K	0.01%	1249
2023 Q2	$290K	Sell	8,513 -1,733	-17%	-$54.1K	0.01%	1239
2023 Q1	$334K	Buy	+10,246	New	+$335K	0.01%	1008
2022 Q4	–	Sell	-28,512	Closed	-$800K	–	1062
2022 Q3	$800K	Hold	28,512	–	–	0.03%	470
2022 Q2	$953K	Buy	+28,512	New	+$968K	0.03%	435

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

Integrated Wealth Concepts's PECO Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Phillips Edison & Co (PECO) in Q1 2026: 10,924 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PECO as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PECO in Q2 2022 and has held it in 12 quarters since. The position peaked at $953K in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Integrated Wealth Concepts held 10,924 shares of Phillips Edison & Co worth $409K as of Q1 2026.
Phillips Edison & Co was a new Integrated Wealth Concepts position in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1664 holding.
Integrated Wealth Concepts first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 12 quarters since.
Integrated Wealth Concepts's Phillips Edison & Co position peaked at $953K in Q2 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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