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Kiker Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Kiker Wealth Management’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
2025
Q3 		– Sell
-1,400
Closed -$49K – 536
2025
Q2 		$49K Sell
1,400
-700
-33% -$24.8K 0.03% 199
2025
Q1 		$76.6K Buy
+2,100
New +$75.9K 0.05% 153

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Kiker Wealth Management's PECO Position: Q3 2025 in Review

Kiker Wealth Management sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 1,400 shares — an estimated $49K sold.

Kiker Wealth Management first reported a position in PECO in Q1 2025 and held it in 2 quarters. The position peaked at $76.6K in Q1 2025. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Kiker Wealth Management reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 1,400 Phillips Edison & Co shares in Q3 2025, an estimated $49K.
  • Kiker Wealth Management first reported a position in Phillips Edison & Co in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Phillips Edison & Co position peaked at $76.6K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.