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Kovack Advisors’s Phillips Edison & Co PECO Stock Holding History

Kovack Advisors’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 		$406K Sell
9,761
-299
-3% -$11.9K 0.02% 694
2026
Q1 		$375K Sell
10,060
-1,414
-12% -$52.6K 0.02% 682
2025
Q4 		$408K Buy
11,474
+327
+3% +$11.3K 0.02% 661
2025
Q3 		$383K Hold
11,147
– – 0.04% 401
2025
Q2 		$390K Sell
11,147
-300
-3% -$10.6K 0.04% 394
2025
Q1 		$418K Hold
11,447
– – 0.04% 348
2024
Q4 		$429K Sell
11,447
-170
-1% -$6.48K 0.04% 346
2024
Q3 		$438K Sell
11,617
-2,905
-20% -$104K 0.05% 334
2024
Q2 		$475K Sell
14,522
-6,713
-32% -$219K 0.05% 311
2024
Q1 		$762K Sell
21,235
-2,299
-10% -$81.2K 0.09% 183
2023
Q4 		$859K Sell
23,534
-840
-3% -$29.4K 0.1% 193
2023
Q3 		$817K Sell
24,374
-717
-3% -$24.8K 0.11% 168
2023
Q2 		$855K Sell
25,091
-1,365
-5% -$42.6K 0.11% 175
2023
Q1 		$863K Sell
26,456
-1,529
-5% -$50K 0.12% 181
2022
Q4 		$891K Buy
27,985
+74
+0.3% +$2.27K 0.13% 164
2022
Q3 		$783K Buy
27,911
+505
+2% +$16.6K 0.12% 194
2022
Q2 		$916K Sell
27,406
-1,875
-6% -$63.6K 0.12% 179
2022
Q1 		$1.01M Buy
+29,281
New +$961K 0.1% 209

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovack Advisors's PECO Position: Q2 2026 in Review

Kovack Advisors reduced its Phillips Edison & Co (PECO) stake by 3% in Q2 2026, selling an estimated $11.9K and leaving 9,761 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #694.

Kovack Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Kovack Advisors held 9,761 shares of Phillips Edison & Co worth $406K as of Q2 2026.
  • Kovack Advisors sold 299 Phillips Edison & Co shares in Q2 2026, an estimated $11.9K.
  • Phillips Edison & Co made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #694 holding.
  • Kovack Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Kovack Advisors's Phillips Edison & Co position peaked at $1.01M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.