Prestige Wealth Management Group’s Phillips Edison & Co PECO Stock Holding History

Prestige Wealth Management Group’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	$50K	Hold	1,333	–	–	0.01%	257
2025 Q4	$47.6K	Hold	1,333	–	–	0.01%	257
2025 Q3	$45.9K	Hold	1,333	–	–	0.01%	273
2025 Q2	$46.8K	Hold	1,333	–	–	0.01%	262
2025 Q1	$48.8K	Hold	1,333	–	–	0.01%	251
2024 Q4	$50.1K	Hold	1,333	–	–	0.01%	255
2024 Q3	$50.4K	Hold	1,333	–	–	0.01%	246
2024 Q2	$43.7K	Hold	1,333	–	–	0.01%	235
2024 Q1	$47.9K	Hold	1,333	–	–	0.01%	258
2023 Q4	$48.8K	Hold	1,333	–	–	0.01%	244
2023 Q3	$44.8K	Hold	1,333	–	–	0.01%	251
2023 Q2	$45.6K	Hold	1,333	–	–	0.01%	267
2023 Q1	$43.6K	Hold	1,333	–	–	0.01%	253
2022 Q4	$42.6K	Hold	1,333	–	–	0.01%	271
2022 Q3	$38K	Hold	1,333	–	–	0.01%	252
2022 Q2	$45K	Hold	1,333	–	–	0.01%	247
2022 Q1	$46K	Buy	+1,333	New	+$43.8K	0.01%	249

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

Prestige Wealth Management Group's PECO Position: Q1 2026 in Review

Prestige Wealth Management Group held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 1,333 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #257.

Prestige Wealth Management Group first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $50.4K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Prestige Wealth Management Group held 1,333 shares of Phillips Edison & Co worth $50K as of Q1 2026.
Prestige Wealth Management Group left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up 0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #257 holding.
Prestige Wealth Management Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
Prestige Wealth Management Group's Phillips Edison & Co position peaked at $50.4K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.