Stratos Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Stratos Wealth Partners’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	$1.68M	Hold	45,006	–	–	0.02%	607
2025 Q4	$1.6M	Sell	45,006 -5,441	-11%	-$189K	0.02%	608
2025 Q3	$1.73M	Sell	50,447 -1,717	-3%	-$59.5K	0.02%	574
2025 Q2	$1.83M	Buy	52,164 +17	+0%	+$601	0.02%	522
2025 Q1	$1.9M	Buy	52,147 +17	+0%	+$614	0.03%	462
2024 Q4	$1.95M	Sell	52,130 -80	-0.2%	-$3.05K	0.03%	485
2024 Q3	$1.97M	Buy	52,210 +2,746	+6%	+$98K	0.03%	471
2024 Q2	$1.62M	Sell	49,464 -3,583	-7%	-$117K	0.03%	493
2024 Q1	$1.9M	Sell	53,047 -1,739	-3%	-$61.5K	0.03%	454
2023 Q4	$2M	Buy	54,786 +17	+0%	+$595	0.04%	414
2023 Q3	$1.84M	Buy	54,769 +16	+0%	+$553	0.04%	395
2023 Q2	$1.87M	Sell	54,753 -1,043	-2%	-$32.6K	0.04%	365
2023 Q1	$1.82M	Buy	55,796 +16	+0%	+$524	0.05%	343
2022 Q4	$1.78M	Buy	55,780 +1,073	+2%	+$33K	0.04%	368
2022 Q3	$1.53M	Sell	54,707 -3,616	-6%	-$119K	0.04%	371
2022 Q2	$1.95M	Buy	58,323 +15	+0%	+$509	0.05%	325
2022 Q1	$2M	Buy	+58,308	New	+$1.91M	0.04%	357

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's PECO Position: Q1 2026 in Review

Stratos Wealth Partners held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 45,006 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #607.

Stratos Wealth Partners first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2M in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Stratos Wealth Partners held 45,006 shares of Phillips Edison & Co worth $1.68M as of Q1 2026.
Stratos Wealth Partners left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #607 holding.
Stratos Wealth Partners first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
Stratos Wealth Partners's Phillips Edison & Co position peaked at $2M in Q1 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.