Tradewinds Capital Management’s Phillips Edison & Co PECO Stock Holding History

Tradewinds Capital 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	$41.6K	Hold	1,000	–	–	0.01%	243
2026 Q1	$37.4K	Hold	1,000	–	–	0.01%	254
2025 Q4	$35.6K	Hold	1,000	–	–	0.01%	250
2025 Q3	$34.3K	Hold	1,000	–	–	0.01%	246
2025 Q2	$35K	Hold	1,000	–	–	0.01%	234
2025 Q1	$36.5K	Hold	1,000	–	–	0.01%	217
2024 Q4	$37.5K	Hold	1,000	–	–	0.01%	223
2024 Q3	$37.7K	Hold	1,000	–	–	0.01%	206
2024 Q2	$32.7K	Hold	1,000	–	–	0.01%	210
2024 Q1	$35.9K	Hold	1,000	–	–	0.01%	185
2023 Q4	$36.5K	Hold	1,000	–	–	0.01%	152
2023 Q3	$33.5K	Hold	1,000	–	–	0.01%	149
2023 Q2	$34.1K	Hold	1,000	–	–	0.01%	147
2023 Q1	$32.6K	Sell	1,000 -777	-44%	-$25.4K	0.01%	146
2022 Q4	$56.6K	Buy	1,777 +777	+78%	+$23.9K	0.03%	101
2022 Q3	$28K	Hold	1,000	–	–	0.01%	139
2022 Q2	$33K	Hold	1,000	–	–	0.01%	130
2022 Q1	$34K	Buy	+1,000	New	+$32.8K	0.01%	299

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tradewinds Capital Management's PECO Position: Q2 2026 in Review

Tradewinds Capital Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 1,000 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #243.

Tradewinds Capital Management first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $56.6K in Q4 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Tradewinds Capital Management held 1,000 shares of Phillips Edison & Co worth $41.6K as of Q2 2026.
Tradewinds Capital Management left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #243 holding.
Tradewinds Capital Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Tradewinds Capital Management's Phillips Edison & Co position peaked at $56.6K in Q4 2022.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.