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

Lakeridge 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
2026
Q2 		$721K Buy
17,318
+132
+0.8% +$5.27K 0.26% 75
2026
Q1 		$643K Buy
17,186
+140
+0.8% +$5.2K 0.28% 76
2025
Q4 		$606K Buy
17,046
+153
+0.9% +$5.31K 0.28% 77
2025
Q3 		$580K Sell
16,893
-1,265
-7% -$43.8K 0.26% 75
2025
Q2 		$636K Sell
18,158
-4,129
-19% -$146K 0.29% 64
2025
Q1 		$813K Buy
22,287
+174
+0.8% +$6.29K 0.41% 45
2024
Q4 		$828K Buy
22,113
+167
+0.8% +$6.36K 0.43% 42
2024
Q3 		$828K Sell
21,946
-1,727
-7% -$61.6K 0.45% 41
2024
Q2 		$774K Buy
23,673
+193
+0.8% +$6.29K 0.47% 42
2024
Q1 		$842K Sell
23,480
-493
-2% -$17.4K 0.55% 35
2023
Q4 		$875K Buy
+23,973
New +$838K 0.63% 32

Other funds holding PECO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return