Sigma Planning Corp
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Sigma Planning Corp’s Phillips Edison & Co PECO Stock Holding History

Sigma Planning Corp’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 		$330K Sell
8,844
-928
-9% -$37.4K 0.01% 1022
2026
Q2 		$407K Hold
9,772
– – 0.01% 1012
2026
Q1 		$366K Sell
9,772
-932
-9% -$34.6K 0.01% 971
2025
Q4 		$381K Buy
10,704
+8
+0.1% +$278 0.01% 913
2025
Q3 		$367K Buy
10,696
+106
+1% +$3.67K 0.01% 953
2025
Q2 		$371K Sell
10,590
-105
-1% -$3.72K 0.01% 909
2025
Q1 		$390K Sell
10,695
-6,406
-37% -$231K 0.01% 824
2024
Q4 		$641K Sell
17,101
-1,181
-6% -$45K 0.02% 635
2024
Q3 		$689K Sell
18,282
-1,993
-10% -$71.1K 0.02% 630
2024
Q2 		$663K Sell
20,275
-1,628
-7% -$53.1K 0.02% 616
2024
Q1 		$786K Buy
+21,903
New +$774K 0.02% 583
2023
Q4 		– Sell
-21,467
Closed -$720K – 1085
2023
Q3 		$720K Buy
21,467
+1,094
+5% +$37.8K 0.03% 570
2023
Q2 		$694K Buy
20,373
+660
+3% +$20.6K 0.02% 602
2023
Q1 		$643K Sell
19,713
-4,348
-18% -$142K 0.02% 704
2022
Q4 		$766K Buy
24,061
+3,316
+16% +$102K 0.03% 589
2022
Q3 		$582K Sell
20,745
-1,857
-8% -$61K 0.02% 673
2022
Q2 		$755K Sell
22,602
-836
-4% -$28.4K 0.03% 584
2022
Q1 		$806K Buy
+23,438
New +$769K 0.02% 629

Other funds holding PECO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sigma Planning Corp's PECO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Phillips Edison & Co (PECO) stake by 9.5% in Q3 2026, selling an estimated $37.4K and leaving 8,844 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1022.

Sigma Planning Corp first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $806K in Q1 2022. 76 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Sigma Planning Corp held 8,844 shares of Phillips Edison & Co worth $330K as of Q3 2026.
  • Sigma Planning Corp sold 928 Phillips Edison & Co shares in Q3 2026, an estimated $37.4K.
  • Phillips Edison & Co made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1022 holding.
  • Sigma Planning Corp first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Sigma Planning Corp's Phillips Edison & Co position peaked at $806K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.