KAS
PECO icon

Kestra Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Kestra Advisory Services’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 		$3.39M Buy
90,594
+30,645
+51% +$1.14M 0.01% 995
2025
Q4 		$2.13M Sell
59,949
-2,637
-4% -$91.5K 0.01% 1172
2025
Q3 		$2.15M Sell
62,586
-28,816
-32% -$998K 0.01% 1109
2025
Q2 		$3.2M Buy
91,402
+37,392
+69% +$1.32M 0.02% 836
2025
Q1 		$1.97M Sell
54,010
-37,699
-41% -$1.36M 0.01% 991
2024
Q4 		$3.44M Buy
91,709
+45,068
+97% +$1.72M 0.02% 740
2024
Q3 		$1.76M Sell
46,641
-27,711
-37% -$989K 0.01% 1015
2024
Q2 		$2.43M Buy
74,352
+7,089
+11% +$231K 0.01% 865
2024
Q1 		$2.41M Buy
67,263
+25,251
+60% +$892K 0.02% 795
2023
Q4 		$1.53M Sell
42,012
-852
-2% -$29.8K 0.01% 927
2023
Q3 		$1.44M Sell
42,864
-65,311
-60% -$2.26M 0.01% 830
2023
Q2 		$3.69M Sell
108,175
-4,353
-4% -$136K 0.04% 467
2023
Q1 		$3.67M Sell
112,528
-3,534
-3% -$116K 0.04% 446
2022
Q4 		$3.7M Sell
116,062
-18,726
-14% -$576K 0.03% 528
2022
Q3 		$3.78M Buy
134,788
+17,117
+15% +$563K 0.04% 452
2022
Q2 		$3.93M Buy
117,671
+9,377
+9% +$318K 0.04% 429
2022
Q1 		$3.72M Buy
+108,294
New +$3.56M 0.04% 458

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Advisory Services's PECO Position: Q1 2026 in Review

Kestra Advisory Services increased its Phillips Edison & Co (PECO) stake by 51% in Q1 2026, buying an estimated $1.14M and bringing the position to 90,594 shares worth $3.39M. The position accounts for 0.01% of the portfolio, ranked #995.

Kestra Advisory Services first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.93M in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Kestra Advisory Services held 90,594 shares of Phillips Edison & Co worth $3.39M as of Q1 2026.
  • Kestra Advisory Services bought 30,645 Phillips Edison & Co shares in Q1 2026, an estimated $1.14M.
  • Phillips Edison & Co made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #995 holding.
  • Kestra Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Kestra Advisory Services's Phillips Edison & Co position peaked at $3.93M in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.