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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
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

New Age Alpha Advisors's PECO Position: Q1 2026 in Review

New Age Alpha Advisors increased its Phillips Edison & Co (PECO) stake by 5.1% in Q1 2026, buying an estimated $47.3K and bringing the position to 26,468 shares worth $990K. The position accounts for 0.05% of the portfolio, ranked #409.

New Age Alpha Advisors first reported a position in PECO in Q2 2025 and has held it in 4 quarters since. The position peaked at $991K in Q2 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • New Age Alpha Advisors held 26,468 shares of Phillips Edison & Co worth $990K as of Q1 2026.
  • New Age Alpha Advisors bought 1,273 Phillips Edison & Co shares in Q1 2026, an estimated $47.3K.
  • Phillips Edison & Co made up 0.05% of New Age Alpha Advisors's portfolio in Q1 2026, its #409 holding.
  • New Age Alpha Advisors first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 4 quarters since.
  • New Age Alpha Advisors's Phillips Edison & Co position peaked at $991K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.