Plotkin Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Plotkin Financial 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 Q1	–	Sell	-7,173	Closed	-$255K	–	103
2025 Q4	$255K	Hold	7,173	–	–	0.12%	85
2025 Q3	$246K	Hold	7,173	–	–	0.12%	86
2025 Q2	$251K	Sell	7,173 -131	-2%	-$4.63K	0.14%	80
2025 Q1	$267K	Hold	7,304	–	–	0.16%	76
2024 Q4	$274K	Hold	7,304	–	–	0.16%	76
2024 Q3	$275K	Hold	7,304	–	–	0.16%	76
2024 Q2	$239K	Hold	7,304	–	–	0.15%	77
2024 Q1	$262K	Sell	7,304 -139	-2%	-$4.91K	0.17%	73
2023 Q4	$272K	Hold	7,443	–	–	0.21%	65
2023 Q3	$250K	Hold	7,443	–	–	0.22%	62
2023 Q2	$254K	Sell	7,443 -200	-3%	-$6.24K	0.21%	63
2023 Q1	$249K	Hold	7,643	–	–	0.23%	61
2022 Q4	$243K	Sell	7,643 -318	-4%	-$9.78K	0.25%	59
2022 Q3	$223K	Sell	7,961 -1,789	-18%	-$58.8K	0.23%	60
2022 Q2	$326K	Sell	9,750 -17,067	-64%	-$579K	0.31%	49
2022 Q1	$922K	Buy	+26,817	New	+$880K	0.64%	28

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plotkin Financial Advisors's PECO Position: Q1 2026 in Review

Plotkin Financial Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 7,173 shares — an estimated $255K sold.

Plotkin Financial Advisors first reported a position in PECO in Q1 2022 and held it in 16 quarters. The position peaked at $922K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Plotkin Financial Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Plotkin Financial Advisors sold 7,173 Phillips Edison & Co shares in Q1 2026, an estimated $255K.
Plotkin Financial Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 16 quarters.
Plotkin Financial Advisors's Phillips Edison & Co position peaked at $922K in Q1 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.