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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
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% -$3.71K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sigma Planning Corp's PECO Position: Q1 2026 in Review

Sigma Planning Corp reduced its Phillips Edison & Co (PECO) stake by 8.7% in Q1 2026, selling an estimated $34.6K and leaving 9,772 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #971.

Sigma Planning Corp first reported a position in PECO in Q1 2022 and has held it in 16 quarters since. The position peaked at $806K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Sigma Planning Corp held 9,772 shares of Phillips Edison & Co worth $366K as of Q1 2026.
  • Sigma Planning Corp sold 932 Phillips Edison & Co shares in Q1 2026, an estimated $34.6K.
  • Phillips Edison & Co made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #971 holding.
  • Sigma Planning Corp first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 16 quarters since.
  • Sigma Planning Corp's Phillips Edison & Co position peaked at $806K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.