RMR Wealth Builders’s Phillips Edison & Co PECO Stock Holding History

RMR Wealth Builders’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	$809K	Sell	19,378 -1,740	-8%	-$69.5K	0.05%	147
2026 Q1	$790K	Sell	21,118 -151	-0.7%	-$5.61K	0.06%	133
2025 Q4	$757K	Sell	21,269 -13,223	-38%	-$459K	0.06%	134
2025 Q3	$1.19M	Sell	34,492 -15,348	-31%	-$532K	0.1%	101
2025 Q2	$1.75M	Buy	49,840 +2,113	+4%	+$74.8K	0.16%	85
2025 Q1	$1.75M	Sell	47,727 -1,866	-4%	-$67.4K	0.18%	74
2024 Q4	$1.86M	Sell	49,593 -11,660	-19%	-$444K	0.19%	64
2024 Q3	$2.32M	Sell	61,253 -16,716	-21%	-$596K	0.25%	50
2024 Q2	$2.55M	Sell	77,969 -4,710	-6%	-$154K	0.29%	44
2024 Q1	$2.97M	Sell	82,679 -4,469	-5%	-$158K	0.36%	39
2023 Q4	$3.18M	Sell	87,148 -510	-0.6%	-$17.8K	0.45%	31
2023 Q3	$2.94M	Sell	87,658 -5,451	-6%	-$188K	0.47%	31
2023 Q2	$3.18M	Sell	93,109 -42,712	-31%	-$1.33M	0.54%	28
2023 Q1	$4.44M	Sell	135,821 -4,732	-3%	-$155K	0.84%	26
2022 Q4	$4.49M	Sell	140,553 -36,871	-21%	-$1.13M	1.02%	20
2022 Q3	$4.99M	Sell	177,424 -34,427	-16%	-$1.13M	1.22%	19
2022 Q2	$7.1M	Sell	211,851 -8,043	-4%	-$273K	1.77%	16
2022 Q1	$7.58M	Buy	+219,894	New	+$7.22M	1.63%	13

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

RMR Wealth Builders's PECO Position: Q2 2026 in Review

RMR Wealth Builders reduced its Phillips Edison & Co (PECO) stake by 8.2% in Q2 2026, selling an estimated $69.5K and leaving 19,378 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #147.

RMR Wealth Builders first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.58M in Q1 2022. 93 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

RMR Wealth Builders held 19,378 shares of Phillips Edison & Co worth $809K as of Q2 2026.
RMR Wealth Builders sold 1,740 Phillips Edison & Co shares in Q2 2026, an estimated $69.5K.
Phillips Edison & Co made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #147 holding.
RMR Wealth Builders first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
RMR Wealth Builders's Phillips Edison & Co position peaked at $7.58M in Q1 2022.
93 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.