Journey Strategic Wealth’s Phillips Edison & Co PECO Stock Holding History

Journey Strategic Wealth’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	$384K	Sell	10,268 -1,082	-10%	-$40.2K	0.01%	430
2025 Q4	$404K	Buy	11,350 +1,208	+12%	+$41.9K	0.01%	376
2025 Q3	$348K	Sell	10,142 -1,486	-13%	-$51.5K	0.01%	413
2025 Q2	$407K	Sell	11,628 -938	-7%	-$33.2K	0.01%	341
2025 Q1	$459K	Sell	12,566 -400	-3%	-$14.4K	0.02%	239
2024 Q4	$486K	Sell	12,966 -4,000	-24%	-$152K	0.02%	222
2024 Q3	$640K	Buy	16,966 +537	+3%	+$19.2K	0.02%	184
2024 Q2	$537K	Buy	16,429 +4,198	+34%	+$137K	0.02%	150
2024 Q1	$439K	Buy	+12,231	New	+$432K	0.02%	142

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

Journey Strategic Wealth's PECO Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Phillips Edison & Co (PECO) stake by 9.5% in Q1 2026, selling an estimated $40.2K and leaving 10,268 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #430.

Journey Strategic Wealth first reported a position in PECO in Q1 2024 and has held it in 9 quarters since. The position peaked at $640K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Journey Strategic Wealth held 10,268 shares of Phillips Edison & Co worth $384K as of Q1 2026.
Journey Strategic Wealth sold 1,082 Phillips Edison & Co shares in Q1 2026, an estimated $40.2K.
Phillips Edison & Co made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #430 holding.
Journey Strategic Wealth first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Phillips Edison & Co position peaked at $640K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.