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Prime Capital Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Prime Capital Investment 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 		$3.43M Sell
91,580
-10,653
-10% -$396K 0.04% 280
2025
Q4 		$3.64M Sell
102,233
-10,012
-9% -$347K 0.04% 249
2025
Q3 		$3.85M Sell
112,245
-8,984
-7% -$311K 0.05% 241
2025
Q2 		$4.25M Sell
121,229
-20,757
-15% -$734K 0.06% 220
2025
Q1 		$5.18M Sell
141,986
-5,605
-4% -$202K 0.06% 214
2024
Q4 		$5.53M Sell
147,591
-15,274
-9% -$582K 0.08% 168
2024
Q3 		$6.14M Sell
162,865
-10,038
-6% -$358K 0.09% 161
2024
Q2 		$5.66M Sell
172,903
-13,495
-7% -$440K 0.08% 168
2024
Q1 		$6.69M Sell
186,398
-11,195
-6% -$396K 0.09% 165
2023
Q4 		$7.21M Sell
197,593
-8,117
-4% -$284K 0.11% 159
2023
Q3 		$6.9M Sell
205,710
-15,588
-7% -$539K 0.14% 122
2023
Q2 		$7.54M Buy
221,298
+105,686
+91% +$3.3M 0.15% 121
2023
Q1 		$3.77M Sell
115,612
-157,968
-58% -$5.17M 0.16% 117
2022
Q4 		$8.71M Buy
273,580
+145,109
+113% +$4.46M 0.33% 68
2022
Q3 		$3.6M Sell
128,471
-43,117
-25% -$1.42M 0.21% 87
2022
Q2 		$5.73M Buy
+171,588
New +$5.82M 0.34% 52

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prime Capital Investment Advisors's PECO Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Phillips Edison & Co (PECO) stake by 10% in Q1 2026, selling an estimated $396K and leaving 91,580 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #280.

Prime Capital Investment Advisors first reported a position in PECO in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.71M in Q4 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Prime Capital Investment Advisors held 91,580 shares of Phillips Edison & Co worth $3.43M as of Q1 2026.
  • Prime Capital Investment Advisors sold 10,653 Phillips Edison & Co shares in Q1 2026, an estimated $396K.
  • Phillips Edison & Co made up 0.04% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #280 holding.
  • Prime Capital Investment Advisors first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 16 quarters since.
  • Prime Capital Investment Advisors's Phillips Edison & Co position peaked at $8.71M in Q4 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.