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Money Concepts Capital’s Phillips Edison & Co PECO Stock Holding History

Money Concepts Capital’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 		$2.69M Sell
64,689
-3,711
-5% -$148K 0.12% 154
2026
Q1 		$2.56M Sell
68,400
-3,705
-5% -$138K 0.14% 152
2025
Q4 		$2.56M Sell
72,105
-6,543
-8% -$227K 0.14% 138
2025
Q3 		$2.7M Sell
78,648
-659
-0.8% -$22.8K 0.17% 130
2025
Q2 		$2.78M Sell
79,307
-381
-0.5% -$13.5K 0.19% 113
2025
Q1 		$2.91M Sell
79,688
-2,198
-3% -$79.4K 0.22% 104
2024
Q4 		$3.07M Buy
81,886
+1,291
+2% +$49.2K 0.23% 98
2024
Q3 		$3.04M Sell
80,595
-4,916
-6% -$175K 0.23% 98
2024
Q2 		$2.8M Sell
85,511
-149
-0.2% -$4.86K 0.23% 102
2024
Q1 		$3.07M Buy
85,660
+418
+0.5% +$14.8K 0.28% 91
2023
Q4 		$3.11M Buy
85,242
+2,421
+3% +$84.7K 0.29% 92
2023
Q3 		$2.78M Buy
82,821
+2,022
+3% +$69.9K 0.29% 100
2023
Q2 		$2.75M Sell
80,799
-2,788
-3% -$87K 0.28% 105
2023
Q1 		$2.74M Sell
83,587
-29,525
-26% -$966K 0.15% 122
2022
Q4 		$3.6M Buy
113,112
+29,830
+36% +$917K 0.16% 128
2022
Q3 		$2.34M Buy
83,282
+7,851
+10% +$258K 0.14% 140
2022
Q2 		$2.56M Sell
75,431
-28,428
-27% -$965K 0.23% 98
2022
Q1 		$3.57M Buy
+103,859
New +$3.41M 0.2% 103

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

Money Concepts Capital's PECO Position: Q2 2026 in Review

Money Concepts Capital reduced its Phillips Edison & Co (PECO) stake by 5.4% in Q2 2026, selling an estimated $148K and leaving 64,689 shares worth $2.69M. The position accounts for 0.12% of the portfolio, ranked #154.

Money Concepts Capital first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.6M in Q4 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Money Concepts Capital held 64,689 shares of Phillips Edison & Co worth $2.69M as of Q2 2026.
  • Money Concepts Capital sold 3,711 Phillips Edison & Co shares in Q2 2026, an estimated $148K.
  • Phillips Edison & Co made up 0.12% of Money Concepts Capital's portfolio in Q2 2026, its #154 holding.
  • Money Concepts Capital first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Money Concepts Capital's Phillips Edison & Co position peaked at $3.6M in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.