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Marcum Wealth’s Phillips Edison & Co PECO Stock Holding History

Marcum Wealth’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
2025
Q1 		$512K Sell
14,038
-5
-0% -$181 0.04% 190
2024
Q4 		$526K Buy
14,043
+17
+0.1% +$648 0.05% 191
2024
Q3 		$529K Sell
14,026
-320
-2% -$11.4K 0.05% 188
2024
Q2 		$469K Buy
14,346
+1,802
+14% +$58.8K 0.05% 203
2024
Q1 		$450K Sell
12,544
-2,798
-18% -$98.9K 0.05% 207
2023
Q4 		$560K Hold
15,342
– – 0.06% 160
2023
Q3 		$515K Sell
15,342
-340
-2% -$11.8K 0.06% 166
2023
Q2 		$534K Sell
15,682
-544
-3% -$17K 0.06% 166
2023
Q1 		$529K Sell
16,226
-440
-3% -$14.4K 0.07% 165
2022
Q4 		$531K Hold
16,666
– – 0.07% 161
2022
Q3 		$467K Hold
16,666
– – 0.07% 162
2022
Q2 		$557K Buy
+16,666
New +$566K 0.08% 145

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marcum Wealth's PECO Position: Q1 2025 in Review

Marcum Wealth reduced its Phillips Edison & Co (PECO) stake by 0.04% in Q1 2025, selling an estimated $181 and leaving 14,038 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #190.

Marcum Wealth first reported a position in PECO in Q2 2022 and has held it in 12 quarters since. The position peaked at $560K in Q4 2023. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Marcum Wealth held 14,038 shares of Phillips Edison & Co worth $512K as of Q1 2025.
  • Marcum Wealth sold 5 Phillips Edison & Co shares in Q1 2025, an estimated $181.
  • Phillips Edison & Co made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #190 holding.
  • Marcum Wealth first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 12 quarters since.
  • Marcum Wealth's Phillips Edison & Co position peaked at $560K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.