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New Age Alpha Advisors’s Phillips Edison & Co PECO Stock Holding History

New Age Alpha 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 		$1.1M Sell
26,336
-132
-0.5% -$5.27K 0.05% 440
2026
Q1 		$990K Buy
26,468
+1,273
+5% +$47.3K 0.05% 409
2025
Q4 		$896K Sell
25,195
-1,167
-4% -$40.5K 0.04% 410
2025
Q3 		$905K Sell
26,362
-1,933
-7% -$67K 0.04% 434
2025
Q2 		$991K Buy
+28,295
New +$1M 0.04% 416

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

New Age Alpha Advisors's PECO Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Phillips Edison & Co (PECO) stake by 0.5% in Q2 2026, selling an estimated $5.27K and leaving 26,336 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #440.

New Age Alpha Advisors first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • New Age Alpha Advisors held 26,336 shares of Phillips Edison & Co worth $1.1M as of Q2 2026.
  • New Age Alpha Advisors sold 132 Phillips Edison & Co shares in Q2 2026, an estimated $5.27K.
  • Phillips Edison & Co made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #440 holding.
  • New Age Alpha Advisors first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.