Outlook Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Outlook Wealth 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	$1.74M	Hold	41,766	–	–	0.38%	63
2026 Q1	$1.56M	Hold	41,766	–	–	0.38%	58
2025 Q4	$1.49M	Hold	41,766	–	–	0.34%	59
2025 Q3	$1.43M	Hold	41,766	–	–	0.36%	60
2025 Q2	$1.46M	Hold	41,766	–	–	0.38%	53
2025 Q1	$1.52M	Hold	41,766	–	–	0.42%	49
2024 Q4	$1.56M	Hold	41,766	–	–	0.45%	43
2024 Q3	$1.57M	Hold	41,766	–	–	0.45%	42
2024 Q2	$664K	Hold	41,766	–	–	0.21%	101
2024 Q1	$1.5M	Hold	41,766	–	–	0.46%	44
2023 Q4	$1.52M	Hold	41,766	–	–	0.53%	43
2023 Q3	$1.4M	Sell	41,766 -284	-0.7%	-$9.82K	0.54%	44
2023 Q2	$1.43M	Hold	42,050	–	–	0.54%	43
2023 Q1	$1.37M	Hold	42,050	–	–	0.61%	39
2022 Q4	$1.34M	Hold	42,050	–	–	0.64%	36
2022 Q3	$1.18M	Buy	42,050 +284	+0.7%	+$9.34K	0.53%	44
2022 Q2	$1.4M	Hold	41,766	–	–	0.57%	41
2022 Q1	$1.44M	Buy	+41,766	New	+$1.37M	0.48%	52

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Outlook Wealth Advisors's PECO Position: Q2 2026 in Review

Outlook Wealth Advisors held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 41,766 shares worth $1.74M. The position accounts for 0.38% of the portfolio, ranked #63.

Outlook Wealth Advisors first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Outlook Wealth Advisors held 41,766 shares of Phillips Edison & Co worth $1.74M as of Q2 2026.
Outlook Wealth Advisors left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.38% of Outlook Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Outlook Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.