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

NewEdge 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 		$2.16M Buy
57,636
+1,791
+3% +$66.6K 0.01% 1072
2025
Q4 		$1.99M Sell
55,845
-2,227
-4% -$77.3K 0.01% 1079
2025
Q3 		$1.99M Buy
58,072
+2,148
+4% +$74.4K 0.01% 1015
2025
Q2 		$1.96M Sell
55,924
-151
-0.3% -$5.34K 0.01% 946
2025
Q1 		$2.05M Sell
56,075
-646
-1% -$23.3K 0.01% 858
2024
Q4 		$2.12M Sell
56,721
-1,710
-3% -$65.1K 0.01% 809
2024
Q3 		$2.2M Buy
58,431
+557
+1% +$19.9K 0.01% 746
2024
Q2 		$1.89M Buy
57,874
+2,250
+4% +$73.4K 0.01% 774
2024
Q1 		$2M Sell
55,624
-1,486
-3% -$52.5K 0.02% 691
2023
Q4 		$2.07M Buy
57,110
+4,766
+9% +$167K 0.02% 648
2023
Q3 		$1.76M Buy
52,344
+12,561
+32% +$434K 0.02% 644
2023
Q2 		$1.36M Sell
39,783
-5,430
-12% -$170K 0.02% 735
2023
Q1 		$1.47M Sell
45,213
-5,363
-11% -$175K 0.02% 633
2022
Q4 		$59.9K Buy
50,576
+1,200
+2% +$36.9K ﹤0.01% 1647
2022
Q3 		$1.39M Sell
49,376
-21,535
-30% -$708K 0.02% 533
2022
Q2 		$2.37M Buy
+70,911
New +$2.41M 0.04% 397

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

NewEdge Advisors's PECO Position: Q1 2026 in Review

NewEdge Advisors increased its Phillips Edison & Co (PECO) stake by 3.2% in Q1 2026, buying an estimated $66.6K and bringing the position to 57,636 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1072.

NewEdge Advisors first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.37M in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • NewEdge Advisors held 57,636 shares of Phillips Edison & Co worth $2.16M as of Q1 2026.
  • NewEdge Advisors bought 1,791 Phillips Edison & Co shares in Q1 2026, an estimated $66.6K.
  • Phillips Edison & Co made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1072 holding.
  • NewEdge Advisors first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Phillips Edison & Co position peaked at $2.37M in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.