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

Prosperity Capital 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
Q2 		$226K Hold
5,428
– – 0.01% 397
2026
Q1 		$203K Buy
+5,428
New +$202K 0.01% 397

Other funds holding PECO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prosperity Capital Advisors's PECO Position: Q2 2026 in Review

Prosperity Capital Advisors held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 5,428 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #397.

Prosperity Capital Advisors first reported a position in PECO in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Prosperity Capital Advisors held 5,428 shares of Phillips Edison & Co worth $226K as of Q2 2026.
  • Prosperity Capital Advisors left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #397 holding.
  • Prosperity Capital Advisors first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.