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Sound Income Strategies’s Phillips Edison & Co PECO Stock Holding History

Sound Income Strategies’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 		– Sell
-3,672
Closed -$137K – 1836
2026
Q1 		$137K Sell
3,672
-1,110
-23% -$41.3K 0.01% 512
2025
Q4 		$171K Sell
4,782
-430
-8% -$14.9K 0.01% 458
2025
Q3 		$176K Sell
5,212
-1,444
-22% -$50K 0.01% 307
2025
Q2 		$233K Sell
6,656
-2,785
-29% -$98.5K 0.01% 256
2025
Q1 		$344K Sell
9,441
-2,192
-19% -$79.2K 0.02% 215
2024
Q4 		$436K Sell
11,633
-716
-6% -$27.3K 0.03% 173
2024
Q3 		$466K Sell
12,349
-3,559
-22% -$127K 0.03% 164
2024
Q2 		$520K Sell
15,908
-5,380
-25% -$175K 0.03% 160
2024
Q1 		$764K Sell
21,288
-11,917
-36% -$421K 0.06% 137
2023
Q4 		$1.21M Buy
33,205
+27,400
+472% +$958K 0.1% 112
2023
Q3 		$195K Buy
5,805
+1,000
+21% +$34.6K 0.02% 155
2023
Q2 		$164K Sell
4,805
-1,498
-24% -$46.8K 0.02% 168
2023
Q1 		$206K Buy
+6,303
New +$206K 0.02% 146

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Sound Income Strategies's PECO Position: Q2 2026 in Review

Sound Income Strategies sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 3,672 shares — an estimated $137K sold.

Sound Income Strategies first reported a position in PECO in Q1 2023 and held it in 13 quarters. The position peaked at $1.21M in Q4 2023. 287 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Sound Income Strategies reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,672 Phillips Edison & Co shares in Q2 2026, an estimated $137K.
  • Sound Income Strategies first reported a position in Phillips Edison & Co in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Phillips Edison & Co position peaked at $1.21M in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.