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NWF Advisory Services’s Phillips Edison & Co PECO Stock Holding History

NWF Advisory Services’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
Q1 		– Sell
-5,340
Closed -$201K – 411
2024
Q4 		$201K Buy
+5,340
New +$203K 0.03% 259

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

NWF Advisory Services's PECO Position: Q1 2025 in Review

NWF Advisory Services sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 5,340 shares — an estimated $201K sold.

NWF Advisory Services first reported a position in PECO in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • NWF Advisory Services reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • NWF Advisory Services sold 5,340 Phillips Edison & Co shares in Q1 2025, an estimated $201K.
  • NWF Advisory Services first reported a position in Phillips Edison & Co in Q4 2024 and held it in 1 quarter.
  • NWF Advisory Services's Phillips Edison & Co position peaked at $201K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.