KA
PECO icon

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
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 $5.7T 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