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McAdam LLC’s Phillips Edison & Co PECO Stock Holding History

McAdam LLC’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 		$5.65M Sell
135,857
-576
-0.4% -$23K 0.22% 49
2026
Q1 		$5.11M Sell
136,433
-539
-0.4% -$20K 0.23% 57
2025
Q4 		$4.87M Sell
136,972
-6,505
-5% -$226K 0.22% 58
2025
Q3 		$4.93M Sell
143,477
-7
-0% -$243 0.24% 52
2025
Q2 		$5.03M Buy
143,484
+71
+0% +$2.51K 0.28% 50
2025
Q1 		$5.23M Sell
143,413
-2,283
-2% -$82.5K 0.32% 38
2024
Q4 		$5.46M Sell
145,696
-3,717
-2% -$142K 0.3% 50
2024
Q3 		$5.63M Sell
149,413
-16,656
-10% -$594K 0.32% 47
2024
Q2 		$5.43M Sell
166,069
-4,774
-3% -$156K 0.33% 47
2024
Q1 		$6.13M Sell
170,843
-5,933
-3% -$210K 0.39% 40
2023
Q4 		$6.45M Sell
176,776
-2,030
-1% -$71K 0.47% 36
2023
Q3 		$6M Sell
178,806
-19,466
-10% -$673K 0.49% 35
2023
Q2 		$6.76M Sell
198,272
-46,631
-19% -$1.46M 0.56% 34
2023
Q1 		$7.99M Buy
+244,903
New +$8.01M 0.72% 27
2022
Q4 		– Sell
-271,413
Closed -$7.61M – 211
2022
Q3 		$7.61M Buy
271,413
+10,346
+4% +$340K 0.83% 22
2022
Q2 		$8.72M Sell
261,067
-33,768
-11% -$1.15M 0.92% 21
2022
Q1 		$10.1M Buy
+294,835
New +$9.68M 0.96% 19

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

McAdam LLC's PECO Position: Q2 2026 in Review

McAdam LLC reduced its Phillips Edison & Co (PECO) stake by 0.42% in Q2 2026, selling an estimated $23K and leaving 135,857 shares worth $5.65M. The position accounts for 0.22% of the portfolio, ranked #49.

McAdam LLC first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • McAdam LLC held 135,857 shares of Phillips Edison & Co worth $5.65M as of Q2 2026.
  • McAdam LLC sold 576 Phillips Edison & Co shares in Q2 2026, an estimated $23K.
  • Phillips Edison & Co made up 0.22% of McAdam LLC's portfolio in Q2 2026, its #49 holding.
  • McAdam LLC first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • McAdam LLC's Phillips Edison & Co position peaked at $10.1M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.