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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plan A Wealth's PECO Position: Q2 2026 in Review

Plan A Wealth increased its Phillips Edison & Co (PECO) stake by 0.85% in Q2 2026, buying an estimated $2.16K and bringing the position to 6,442 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #138.

Plan A Wealth first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Plan A Wealth held 6,442 shares of Phillips Edison & Co worth $268K as of Q2 2026.
  • Plan A Wealth bought 54 Phillips Edison & Co shares in Q2 2026, an estimated $2.16K.
  • Phillips Edison & Co made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #138 holding.
  • Plan A Wealth first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.