Spire Wealth Management
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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
Q3 		$31.1K Sell
834
-9,137
-92% -$368K ﹤0.01% 1268
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's PECO Position: Q3 2026 in Review

Spire Wealth Management reduced its Phillips Edison & Co (PECO) stake by 92% in Q3 2026, selling an estimated $368K and leaving 834 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Spire Wealth Management first reported a position in PECO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.9M in Q2 2022. 206 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Spire Wealth Management held 834 shares of Phillips Edison & Co worth $31.1K as of Q3 2026.
  • Spire Wealth Management sold 9,137 Phillips Edison & Co shares in Q3 2026, an estimated $368K.
  • Phillips Edison & Co made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1268 holding.
  • Spire Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's Phillips Edison & Co position peaked at $1.9M in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.