Monograph Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Monograph Wealth Advisors’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	$249K	Hold	6,638	–	–	0.02%	129
2025 Q4	$237K	Hold	6,638	–	–	0.02%	124
2025 Q3	$229K	Hold	6,638	–	–	0.02%	132
2025 Q2	$233K	Hold	6,638	–	–	0.03%	116
2025 Q1	$243K	Hold	6,638	–	–	0.03%	103
2024 Q4	$249K	Hold	6,638	–	–	0.03%	103
2024 Q3	$251K	Hold	6,638	–	–	0.03%	98
2024 Q2	$218K	Hold	6,638	–	–	0.03%	98
2024 Q1	$239K	Hold	6,638	–	–	0.04%	143
2023 Q4	$243K	Hold	6,638	–	–	0.04%	96
2023 Q3	$223K	Hold	6,638	–	–	0.04%	107
2023 Q2	$227K	Hold	6,638	–	–	0.05%	76
2023 Q1	$217K	Hold	6,638	–	–	0.05%	77
2022 Q4	$212K	Buy	+6,638	New	+$204K	0.06%	86
2022 Q3	–	Sell	-6,638	Closed	-$222K	–	78
2022 Q2	$222K	Hold	6,638	–	–	0.06%	67
2022 Q1	$229K	Buy	+6,638	New	+$218K	0.06%	78

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Monograph Wealth Advisors's PECO Position: Q1 2026 in Review

Monograph Wealth Advisors held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 6,638 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #129.

Monograph Wealth Advisors first reported a position in PECO in Q1 2022 and has held it in 16 quarters since. The position peaked at $251K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Monograph Wealth Advisors held 6,638 shares of Phillips Edison & Co worth $249K as of Q1 2026.
Monograph Wealth Advisors left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #129 holding.
Monograph Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 16 quarters since.
Monograph Wealth Advisors's Phillips Edison & Co position peaked at $251K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.