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

Physician 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	$2.87K	Buy	69 +8	+13%	+$320	﹤0.01%	1354
2026 Q1	$2.28K	Hold	61	–	–	﹤0.01%	1293
2025 Q4	$2.17K	Buy	+61	New	+$2.12K	﹤0.01%	1253
2025 Q3	–	Sell	-41	Closed	-$1.44K	–	2008
2025 Q2	$1.44K	Buy	+41	New	+$1.45K	﹤0.01%	1186

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Physician Wealth Advisors increased its Phillips Edison & Co (PECO) stake by 13% in Q2 2026, buying an estimated $320 and bringing the position to 69 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Physician Wealth Advisors first reported a position in PECO in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Physician Wealth Advisors held 69 shares of Phillips Edison & Co worth $2.87K as of Q2 2026.
Physician Wealth Advisors bought 8 Phillips Edison & Co shares in Q2 2026, an estimated $320.
Phillips Edison & Co made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1354 holding.
Physician Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.