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J.W. Cole Advisors’s Phillips Edison & Co PECO Stock Holding History

J.W. Cole Advisors’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 		$6.62M Sell
159,122
-2,217
-1% -$88.6K 0.11% 183
2026
Q1 		$6.04M Sell
161,339
-11,826
-7% -$440K 0.2% 96
2025
Q4 		$5.58M Sell
173,165
-30,062
-15% -$1.04M 0.14% 151
2025
Q3 		$6.98M Sell
203,227
-2,063
-1% -$71.5K 0.13% 159
2025
Q2 		$7.19M Buy
205,290
+11,845
+6% +$419K 0.15% 139
2025
Q1 		$7.06M Buy
193,445
+126,912
+191% +$4.58M 0.22% 98
2024
Q4 		$2.49M Sell
66,533
-2,222
-3% -$84.6K 0.1% 203
2024
Q3 		$2.59M Sell
68,755
-3,856
-5% -$138K 0.11% 195
2024
Q2 		$2.38M Buy
72,611
+1,740
+2% +$56.7K 0.11% 190
2024
Q1 		$2.54M Sell
70,871
-1,544
-2% -$54.6K 0.13% 173
2023
Q4 		$2.64M Sell
72,415
-6,495
-8% -$227K 0.15% 153
2023
Q3 		$2.65M Sell
78,910
-1,204
-2% -$41.6K 0.2% 127
2023
Q2 		$2.73M Sell
80,114
-11,991
-13% -$374K 0.19% 128
2023
Q1 		$3M Sell
92,105
-19,095
-17% -$625K 0.21% 118
2022
Q4 		$3.54M Sell
111,200
-16,985
-13% -$522K 0.27% 87
2022
Q3 		$3.6M Sell
128,185
-9,864
-7% -$324K 0.3% 78
2022
Q2 		$4.61M Sell
138,049
-34,695
-20% -$1.18M 0.37% 57
2022
Q1 		$5.94M Buy
+172,744
New +$5.67M 0.4% 51

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

J.W. Cole Advisors's PECO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Phillips Edison & Co (PECO) stake by 1.4% in Q2 2026, selling an estimated $88.6K and leaving 159,122 shares worth $6.62M. The position accounts for 0.11% of the portfolio, ranked #183.

J.W. Cole Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.19M in Q2 2025. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • J.W. Cole Advisors held 159,122 shares of Phillips Edison & Co worth $6.62M as of Q2 2026.
  • J.W. Cole Advisors sold 2,217 Phillips Edison & Co shares in Q2 2026, an estimated $88.6K.
  • Phillips Edison & Co made up 0.11% of J.W. Cole Advisors's portfolio in Q2 2026, its #183 holding.
  • J.W. Cole Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • J.W. Cole Advisors's Phillips Edison & Co position peaked at $7.19M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.