Private Advisor Group’s Phillips Edison & Co PECO Stock Holding History

Private Advisor 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
2025 Q4	–	Sell	-6,269	Closed	-$215K	–	2730
2025 Q3	$215K	Buy	6,269 +222	+4%	+$7.69K	﹤0.01%	2294
2025 Q2	$212K	Buy	+6,047	New	+$214K	﹤0.01%	2199
2025 Q1	–	Sell	-7,754	Closed	-$290K	–	2384
2024 Q4	$290K	Sell	7,754 -255	-3%	-$9.71K	﹤0.01%	1871
2024 Q3	$302K	Buy	8,009 +487	+6%	+$17.4K	﹤0.01%	1947
2024 Q2	$246K	Buy	+7,522	New	+$245K	﹤0.01%	2024
2024 Q1	–	Sell	-7,242	Closed	-$264K	–	2395
2023 Q4	$264K	Buy	+7,242	New	+$253K	﹤0.01%	1866

Other funds holding PECO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Private Advisor Group's PECO Position: Q4 2025 in Review

Private Advisor Group sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 6,269 shares — an estimated $215K sold.

Private Advisor Group first reported a position in PECO in Q4 2023 and held it in 6 quarters. The position peaked at $302K in Q3 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Private Advisor Group reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Private Advisor Group sold 6,269 Phillips Edison & Co shares in Q4 2025, an estimated $215K.
Private Advisor Group first reported a position in Phillips Edison & Co in Q4 2023 and held it in 6 quarters.
Private Advisor Group's Phillips Edison & Co position peaked at $302K in Q3 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.