Mutual Advisors’s Phillips Edison & Co PECO Stock Holding History

Mutual 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	$1.24M	Sell	33,057 -2,315	-7%	-$86K	0.03%	516
2025 Q4	$1.26M	Sell	35,372 -5,879	-14%	-$204K	0.03%	501
2025 Q3	$1.42M	Sell	41,251 -7,760	-16%	-$269K	0.03%	460
2025 Q2	$1.69M	Sell	49,011 -4,609	-9%	-$163K	0.04%	361
2025 Q1	$1.88M	Buy	53,620 +1,729	+3%	+$62.5K	0.05%	294
2024 Q4	$1.86M	Buy	51,891 +618	+1%	+$23.5K	0.05%	297
2024 Q3	$1.9M	Sell	51,273 -216	-0.4%	-$7.71K	0.06%	291
2024 Q2	$1.77M	Sell	51,489 -8,277	-14%	-$270K	0.05%	302
2024 Q1	$2.14M	Sell	59,766 -520	-0.9%	-$18.4K	0.07%	257
2023 Q4	$2.2M	Buy	60,286 +11,294	+23%	+$395K	0.08%	245
2023 Q3	$1.64M	Buy	48,992 +1,270	+3%	+$43.9K	0.06%	298
2023 Q2	$1.63M	Buy	47,722 +1,240	+3%	+$38.7K	0.06%	305
2023 Q1	$1.52M	Buy	46,482 +68	+0.1%	+$2.23K	0.06%	313
2022 Q4	$1.48M	Sell	46,414 -1,965	-4%	-$60.4K	0.07%	306
2022 Q3	$1.36M	Buy	48,379 +579	+1%	+$19K	0.07%	289
2022 Q2	$1.6M	Buy	47,800 +1,990	+4%	+$67.6K	0.11%	225
2022 Q1	$1.57M	Buy	+45,810	New	+$1.5M	0.09%	258

Other funds holding PECO

BlackRock New York $5.72T 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