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

Rialto Wealth Management’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 		$1.09K Buy
29
+14
+93% +$520 ﹤0.01% 1075
2025
Q4 		$534 Hold
15
– – ﹤0.01% 1236
2025
Q3 		$515 Buy
+15
New +$520 ﹤0.01% 1221

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

Rialto Wealth Management's PECO Position: Q1 2026 in Review

Rialto Wealth Management increased its Phillips Edison & Co (PECO) stake by 93% in Q1 2026, buying an estimated $520 and bringing the position to 29 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Rialto Wealth Management first reported a position in PECO in Q3 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Rialto Wealth Management held 29 shares of Phillips Edison & Co worth $1.09K as of Q1 2026.
  • Rialto Wealth Management bought 14 Phillips Edison & Co shares in Q1 2026, an estimated $520.
  • Phillips Edison & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1075 holding.
  • Rialto Wealth Management first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.