Jackson Grant Investment Advisers’s Phillips Edison & Co PECO Stock Holding History

Jackson Grant Investment Advisers’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	$29.8K	Hold	716	–	–	0.01%	233
2026 Q1	$26.8K	Hold	716	–	–	0.01%	242
2025 Q4	$25.5K	Hold	716	–	–	0.01%	244
2025 Q3	$24.6K	Hold	716	–	–	0.01%	242
2025 Q2	$25.1K	Hold	716	–	–	0.01%	222
2025 Q1	$26.1K	Hold	716	–	–	0.01%	210
2024 Q4	$26.8K	Hold	716	–	–	0.01%	214
2024 Q3	$27K	Hold	716	–	–	0.01%	213
2024 Q2	$23.4K	Hold	716	–	–	0.01%	220
2024 Q1	$25.7K	Hold	716	–	–	0.01%	210
2023 Q4	$26.1K	Hold	716	–	–	0.01%	211
2023 Q3	$24K	Hold	716	–	–	0.01%	212
2023 Q2	$24.4K	Hold	716	–	–	0.01%	214
2023 Q1	$23.4K	Hold	716	–	–	0.01%	247
2022 Q4	$22.8K	Hold	716	–	–	0.01%	243
2022 Q3	$20K	Hold	716	–	–	0.01%	256
2022 Q2	$24K	Hold	716	–	–	0.01%	251
2022 Q1	$25K	Buy	+716	New	+$23.5K	0.01%	263

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's PECO Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 716 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #233.

Jackson Grant Investment Advisers first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Jackson Grant Investment Advisers held 716 shares of Phillips Edison & Co worth $29.8K as of Q2 2026.
Jackson Grant Investment Advisers left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #233 holding.
Jackson Grant Investment Advisers first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
131 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.