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Plan A Wealth’s Phillips Edison & Co PECO Stock Holding History

Plan A Wealth’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
Q3 		$242K Buy
6,493
+51
+0.8% +$2.06K 0.09% 168
2026
Q2 		$268K Buy
6,442
+54
+0.8% +$2.16K 0.11% 138
2026
Q1 		$239K Buy
6,388
+56
+0.9% +$2.08K 0.11% 142
2025
Q4 		$225K Buy
6,332
+60
+1% +$2.08K 0.11% 147
2025
Q3 		$215K Buy
6,272
+18
+0.3% +$624 0.11% 147
2025
Q2 		$219K Hold
6,254
– – 0.12% 132
2025
Q1 		$228K Hold
6,254
– – 0.18% 98
2024
Q4 		$234K Buy
+6,254
New +$238K 0.21% 75

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Plan A Wealth's PECO Position: Q3 2026 in Review

Plan A Wealth increased its Phillips Edison & Co (PECO) stake by 0.79% in Q3 2026, buying an estimated $2.06K and bringing the position to 6,493 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #168.

Plan A Wealth first reported a position in PECO in Q4 2024 and has held it in 8 quarters since. The position peaked at $268K in Q2 2026. 25 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Plan A Wealth held 6,493 shares of Phillips Edison & Co worth $242K as of Q3 2026.
  • Plan A Wealth bought 51 Phillips Edison & Co shares in Q3 2026, an estimated $2.06K.
  • Phillips Edison & Co made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #168 holding.
  • Plan A Wealth first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Phillips Edison & Co position peaked at $268K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.