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 Q2	$3.71M	Sell	89,136 -1,458	-2%	-$58.2K	0.01%	1001
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Advisory Services's PECO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Phillips Edison & Co (PECO) stake by 1.6% in Q2 2026, selling an estimated $58.2K and leaving 89,136 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #1001.

Kestra Advisory Services first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.93M in Q2 2022. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Kestra Advisory Services held 89,136 shares of Phillips Edison & Co worth $3.71M as of Q2 2026.
Kestra Advisory Services sold 1,458 Phillips Edison & Co shares in Q2 2026, an estimated $58.2K.
Phillips Edison & Co made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1001 holding.
Kestra Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Kestra Advisory Services's Phillips Edison & Co position peaked at $3.93M in Q2 2022.
446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.