SageView Advisory Group’s Phillips Edison & Co PECO Stock Holding History

SageView Advisory 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	$377K	Buy	10,595 +210	+2%	+$7.29K	0.01%	419
2025 Q3	$357K	Buy	10,385 +105	+1%	+$3.64K	0.01%	463
2025 Q2	$352K	Sell	10,280 -724	-7%	-$25.6K	0.01%	447
2025 Q1	$402K	Buy	11,004 +128	+1%	+$4.62K	0.02%	390
2024 Q4	$407K	Buy	+10,876	New	+$414K	0.02%	379
2024 Q1	–	Sell	-6,813	Closed	-$242K	–	715
2023 Q4	$242K	Buy	+6,813	New	+$238K	0.01%	575

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

SageView Advisory Group's PECO Position: Q4 2025 in Review

SageView Advisory Group increased its Phillips Edison & Co (PECO) stake by 2% in Q4 2025, buying an estimated $7.29K and bringing the position to 10,595 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #419.

SageView Advisory Group first reported a position in PECO in Q4 2023 and has held it in 6 quarters since. The position peaked at $407K in Q4 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

SageView Advisory Group held 10,595 shares of Phillips Edison & Co worth $377K as of Q4 2025.
SageView Advisory Group bought 210 Phillips Edison & Co shares in Q4 2025, an estimated $7.29K.
Phillips Edison & Co made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #419 holding.
SageView Advisory Group first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 6 quarters since.
SageView Advisory Group's Phillips Edison & Co position peaked at $407K in Q4 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

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