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TCP Asset Management’s Phillips Edison & Co PECO Stock Holding History

TCP Asset 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 		$504K Buy
13,340
+34
+0.3% +$1.37K 0.06% 74
2026
Q2 		$554K Buy
13,306
+26
+0.2% +$1.04K 0.06% 75
2026
Q1 		$497K Buy
+13,280
New +$494K 0.06% 71

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

TCP Asset Management's PECO Position: Q3 2026 in Review

TCP Asset Management increased its Phillips Edison & Co (PECO) stake by 0.26% in Q3 2026, buying an estimated $1.37K and bringing the position to 13,340 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #74.

TCP Asset Management first reported a position in PECO in Q1 2026 and has held it in 3 quarters since. The position peaked at $554K in Q2 2026. 25 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • TCP Asset Management held 13,340 shares of Phillips Edison & Co worth $504K as of Q3 2026.
  • TCP Asset Management bought 34 Phillips Edison & Co shares in Q3 2026, an estimated $1.37K.
  • Phillips Edison & Co made up 0.06% of TCP Asset Management's portfolio in Q3 2026, its #74 holding.
  • TCP Asset Management first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 3 quarters since.
  • TCP Asset Management's Phillips Edison & Co position peaked at $554K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on TCP Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.