SignatureFD’s Phillips Edison & Co PECO Stock Holding History

SignatureFD’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 Q2	$49.9K	Buy	1,199 +879	+275%	+$35.1K	﹤0.01%	1891
2026 Q1	$12K	Buy	320 +188	+142%	+$6.99K	﹤0.01%	2428
2025 Q4	$4.7K	Sell	132 -34	-20%	-$1.18K	﹤0.01%	2711
2025 Q3	$5.7K	Buy	166 +97	+141%	+$3.36K	﹤0.01%	2623
2025 Q2	$2.42K	Sell	69 -40	-37%	-$1.42K	﹤0.01%	2817
2025 Q1	$3.98K	Buy	109 +73	+203%	+$2.64K	﹤0.01%	2682
2024 Q4	$1.35K	Buy	36 +19	+112%	+$724	﹤0.01%	2973
2024 Q3	$641	Hold	17	–	–	﹤0.01%	3063
2024 Q2	$556	Buy	+17	New	+$554	﹤0.01%	2976
2023 Q2	–	Sell	-40	Closed	-$1.3K	–	3332
2023 Q1	$1.3K	Buy	40 +1	+3%	+$33	﹤0.01%	2923
2022 Q4	$1.24K	Buy	+39	New	+$1.2K	﹤0.01%	2926
2022 Q3	–	Sell	-1,800	Closed	-$60K	–	3281
2022 Q2	$60K	Hold	1,800	–	–	﹤0.01%	1203
2022 Q1	$62K	Buy	+1,800	New	+$59.1K	﹤0.01%	1263

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SignatureFD's PECO Position: Q2 2026 in Review

SignatureFD increased its Phillips Edison & Co (PECO) stake by 275% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,199 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

SignatureFD first reported a position in PECO in Q1 2022 and has held it in 13 quarters since. The position peaked at $62K in Q1 2022. 87 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

SignatureFD held 1,199 shares of Phillips Edison & Co worth $49.9K as of Q2 2026.
SignatureFD bought 879 Phillips Edison & Co shares in Q2 2026, an estimated $35.1K.
Phillips Edison & Co made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1891 holding.
SignatureFD first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 13 quarters since.
SignatureFD's Phillips Edison & Co position peaked at $62K in Q1 2022.
87 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.