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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

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

LexAurum Advisors's PECO Position: Q2 2026 in Review

LexAurum Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 5,287 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings. This is a return to the name: LexAurum Advisors previously reported a position in PECO as recently as Q2 2025.

LexAurum Advisors first reported a position in PECO in Q1 2022 and has held it in 15 quarters since. The position peaked at $412K in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • LexAurum Advisors held 5,287 shares of Phillips Edison & Co worth $220K as of Q2 2026.
  • Phillips Edison & Co was a new LexAurum Advisors position in Q2 2026.
  • Phillips Edison & Co made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #393 holding.
  • LexAurum Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 15 quarters since.
  • LexAurum Advisors's Phillips Edison & Co position peaked at $412K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.