RMR Wealth Builders
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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
Q3 		$723K Sell
19,375
-3
-0% -$121 0.04% 153
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMR Wealth Builders's PECO Position: Q3 2026 in Review

RMR Wealth Builders reduced its Phillips Edison & Co (PECO) stake by 0.02% in Q3 2026, selling an estimated $121 and leaving 19,375 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #153.

RMR Wealth Builders first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.58M in Q1 2022. 242 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • RMR Wealth Builders held 19,375 shares of Phillips Edison & Co worth $723K as of Q3 2026.
  • RMR Wealth Builders sold 3 Phillips Edison & Co shares in Q3 2026, an estimated $121.
  • Phillips Edison & Co made up 0.04% of RMR Wealth Builders's portfolio in Q3 2026, its #153 holding.
  • RMR Wealth Builders first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • RMR Wealth Builders's Phillips Edison & Co position peaked at $7.58M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.