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Modern Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Modern 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 		$4.03M Sell
96,847
-3,477
-3% -$139K 0.05% 283
2026
Q1 		$3.74M Sell
100,324
-4,883
-5% -$181K 0.06% 236
2025
Q4 		$3.74M Sell
105,207
-6,054
-5% -$210K 0.07% 216
2025
Q3 		$3.82M Sell
111,261
-4,828
-4% -$167K 0.08% 209
2025
Q2 		$4.07M Sell
116,089
-2,052
-2% -$72.6K 0.1% 182
2025
Q1 		$4.31M Buy
118,141
+713
+0.6% +$25.8K 0.14% 140
2024
Q4 		$4.4M Buy
117,428
+41,205
+54% +$1.57M 0.16% 121
2024
Q3 		$2.87M Sell
76,223
-7,200
-9% -$257K 0.18% 90
2024
Q2 		$2.73M Sell
83,423
-221
-0.3% -$7.21K 0.2% 70
2024
Q1 		$3M Sell
83,644
-2,026
-2% -$71.6K 0.28% 48
2023
Q4 		$3.13M Buy
+85,670
New +$3M 0.39% 32

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

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

Modern Wealth Management reduced its Phillips Edison & Co (PECO) stake by 3.5% in Q2 2026, selling an estimated $139K and leaving 96,847 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #283.

Modern Wealth Management first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.4M in Q4 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Modern Wealth Management held 96,847 shares of Phillips Edison & Co worth $4.03M as of Q2 2026.
  • Modern Wealth Management sold 3,477 Phillips Edison & Co shares in Q2 2026, an estimated $139K.
  • Phillips Edison & Co made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Modern Wealth Management first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Phillips Edison & Co position peaked at $4.4M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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