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Secure Asset Management’s Phillips Edison & Co PECO Stock Holding History

Secure Asset 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
2025
Q3 		– Sell
-5,745
Closed -$201K – 330
2025
Q2 		$201K Buy
+5,745
New +$203K 0.04% 304
2024
Q3 		– Sell
-6,238
Closed -$204K – 319
2024
Q2 		$204K Hold
6,238
– – 0.04% 270
2024
Q1 		$224K Buy
+6,238
New +$220K 0.05% 217

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Secure Asset Management's PECO Position: Q3 2025 in Review

Secure Asset Management sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 5,745 shares — an estimated $201K sold.

Secure Asset Management first reported a position in PECO in Q1 2024 and held it in 3 quarters. The position peaked at $224K in Q1 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • Secure Asset Management reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 5,745 Phillips Edison & Co shares in Q3 2025, an estimated $201K.
  • Secure Asset Management first reported a position in Phillips Edison & Co in Q1 2024 and held it in 3 quarters.
  • Secure Asset Management's Phillips Edison & Co position peaked at $224K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.