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

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

Lakeridge Wealth Management's PECO Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Phillips Edison & Co (PECO) stake by 0.77% in Q2 2026, buying an estimated $5.27K and bringing the position to 17,318 shares worth $721K. The position accounts for 0.26% of the portfolio, ranked #75.

Lakeridge Wealth Management first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $875K in Q4 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Lakeridge Wealth Management held 17,318 shares of Phillips Edison & Co worth $721K as of Q2 2026.
Lakeridge Wealth Management bought 132 Phillips Edison & Co shares in Q2 2026, an estimated $5.27K.
Phillips Edison & Co made up 0.26% of Lakeridge Wealth Management's portfolio in Q2 2026, its #75 holding.
Lakeridge Wealth Management first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Phillips Edison & Co position peaked at $875K in Q4 2023.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.