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My Legacy Advisors’s Phillips Edison & Co PECO Stock Holding History

My Legacy 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
2025
Q2 		$1.64M Buy
47,367
+2,514
+6% +$88.9K 0.58% 43
2025
Q1 		$1.64M Sell
44,853
-2,835
-6% -$102K 0.63% 39
2024
Q4 		$1.69M Sell
47,688
-5,776
-11% -$220K 0.66% 37
2024
Q3 		$2.02M Sell
53,464
-9,557
-15% -$341K 0.8% 34
2024
Q2 		$2.06M Sell
63,021
-3,646
-5% -$119K 0.66% 38
2024
Q1 		$2.39M Sell
66,667
-1,324
-2% -$46.8K 0.8% 31
2023
Q4 		$2.42M Sell
67,991
-3,400
-5% -$119K 0.87% 26
2023
Q3 		$2.44M Sell
71,391
-6,071
-8% -$210K 0.99% 23
2023
Q2 		$2.62M Sell
77,462
-3,122
-4% -$97.5K 1.03% 18
2023
Q1 		$2.57M Hold
80,584
– – 1.1% 17
2022
Q4 		$2.72M Sell
80,584
-1,702
-2% -$52.3K 1.16% 14
2022
Q3 		$2.33M Sell
82,286
-5,091
-6% -$167K 1.17% 15
2022
Q2 		$3M Sell
87,377
-3,579
-4% -$121K 1.5% 9
2022
Q1 		$3.13M Buy
+90,956
New +$2.99M 1.45% 13

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's PECO Position: Q2 2025 in Review

My Legacy Advisors increased its Phillips Edison & Co (PECO) stake by 5.6% in Q2 2025, buying an estimated $88.9K and bringing the position to 47,367 shares worth $1.64M. The position accounts for 0.58% of the portfolio, ranked #43.

My Legacy Advisors first reported a position in PECO in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.13M in Q1 2022. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • My Legacy Advisors held 47,367 shares of Phillips Edison & Co worth $1.64M as of Q2 2025.
  • My Legacy Advisors bought 2,514 Phillips Edison & Co shares in Q2 2025, an estimated $88.9K.
  • Phillips Edison & Co made up 0.58% of My Legacy Advisors's portfolio in Q2 2025, its #43 holding.
  • My Legacy Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Phillips Edison & Co position peaked at $3.13M in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.