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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
Q2 		$1.42M Buy
34,167
+1,110
+3% +$44.3K 0.03% 519
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
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

Mutual Advisors's PECO Position: Q2 2026 in Review

Mutual Advisors increased its Phillips Edison & Co (PECO) stake by 3.4% in Q2 2026, buying an estimated $44.3K and bringing the position to 34,167 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #519.

Mutual Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.2M in Q4 2023. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Mutual Advisors held 34,167 shares of Phillips Edison & Co worth $1.42M as of Q2 2026.
  • Mutual Advisors bought 1,110 Phillips Edison & Co shares in Q2 2026, an estimated $44.3K.
  • Phillips Edison & Co made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #519 holding.
  • Mutual Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Mutual Advisors's Phillips Edison & Co position peaked at $2.2M in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.