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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
Q2 		$466K Buy
11,205
+281
+3% +$11.2K ﹤0.01% 1690
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
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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's PECO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Phillips Edison & Co (PECO) stake by 2.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 11,205 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Integrated Wealth Concepts first reported a position in PECO in Q2 2022 and has held it in 13 quarters since. The position peaked at $953K in Q2 2022. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Integrated Wealth Concepts held 11,205 shares of Phillips Edison & Co worth $466K as of Q2 2026.
  • Integrated Wealth Concepts bought 281 Phillips Edison & Co shares in Q2 2026, an estimated $11.2K.
  • Phillips Edison & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1690 holding.
  • Integrated Wealth Concepts first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Phillips Edison & Co position peaked at $953K in Q2 2022.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.