LA
PECO icon

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

LexAurum 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 		$220K Buy
+5,287
New +$211K 0.03% 393
2025
Q3 		– Sell
-5,728
Closed -$201K – 380
2025
Q2 		$201K Sell
5,728
-1,166
-17% -$41.3K 0.03% 350
2025
Q1 		$252K Hold
6,894
– – 0.05% 295
2024
Q4 		$258K Buy
6,894
+636
+10% +$24.2K 0.05% 284
2024
Q3 		$236K Sell
6,258
-1,742
-22% -$62.2K 0.05% 274
2024
Q2 		$262K Buy
8,000
+21
+0.3% +$685 0.06% 241
2024
Q1 		$286K Buy
7,979
+20
+0.3% +$707 0.07% 231
2023
Q4 		$290K Sell
7,959
-179
-2% -$6.26K 0.08% 230
2023
Q3 		$273K Buy
8,138
+695
+9% +$24K 0.08% 227
2023
Q2 		$254K Sell
7,443
-4,835
-39% -$151K 0.08% 224
2023
Q1 		$401K Sell
12,278
-63
-0.5% -$2.06K 0.13% 145
2022
Q4 		$393K Hold
12,341
– – 0.14% 149
2022
Q3 		$346K Hold
12,341
– – 0.13% 157
2022
Q2 		$412K Buy
12,341
+3,373
+38% +$115K 0.15% 136
2022
Q1 		$308K Buy
+8,968
New +$294K 0.1% 183

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return