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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return