Spire Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Spire Wealth 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
2026 Q2	$415K	Sell	9,971 -2,946	-23%	-$118K	0.01%	595
2026 Q1	$483K	Sell	12,917 -2,727	-17%	-$101K	0.02%	548
2025 Q4	$556K	Buy	15,644 +86	+0.6%	+$2.98K	0.02%	518
2025 Q3	$534K	Sell	15,558 -920	-6%	-$31.9K	0.02%	511
2025 Q2	$577K	Sell	16,478 -17,002	-51%	-$602K	0.02%	476
2025 Q1	$1.22M	Sell	33,480 -1,462	-4%	-$52.8K	0.04%	359
2024 Q4	$1.31M	Buy	34,942 +70	+0.2%	+$2.67K	0.04%	332
2024 Q3	$1.32M	Sell	34,872 -722	-2%	-$25.8K	0.04%	314
2024 Q2	$1.16M	Buy	35,594 +84	+0.2%	+$2.74K	0.04%	314
2024 Q1	$1.27M	Sell	35,510 -2,277	-6%	-$80.5K	0.02%	322
2023 Q4	$1.35M	Buy	37,787 +3,506	+10%	+$123K	0.04%	296
2023 Q3	$1.15M	Sell	34,281 -3,475	-9%	-$120K	0.04%	305
2023 Q2	$1.29M	Buy	37,756 +1,201	+3%	+$37.5K	0.05%	299
2023 Q1	$1.19M	Buy	36,555 +910	+3%	+$29.8K	0.05%	314
2022 Q4	$1.14M	Buy	35,645 +34,897	+4,665%	+$1.07M	0.06%	221
2022 Q3	$21K	Sell	748 -56,160	-99%	-$1.85M	﹤0.01%	1312
2022 Q2	$1.9M	Buy	+56,908	New	+$1.93M	0.08%	217

Other funds holding PECO

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Spire Wealth Management's PECO Position: Q2 2026 in Review

Spire Wealth Management reduced its Phillips Edison & Co (PECO) stake by 23% in Q2 2026, selling an estimated $118K and leaving 9,971 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #595.

Spire Wealth Management first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.9M in Q2 2022. 35 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Spire Wealth Management held 9,971 shares of Phillips Edison & Co worth $415K as of Q2 2026.
Spire Wealth Management sold 2,946 Phillips Edison & Co shares in Q2 2026, an estimated $118K.
Phillips Edison & Co made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #595 holding.
Spire Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Phillips Edison & Co position peaked at $1.9M in Q2 2022.
35 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.