True Wealth Design’s Phillips Edison & Co PECO Stock Holding History

True Wealth Design’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	$24.1K	Buy	644 +3	+0.5%	+$121	0.01%	756
2026 Q2	$26.7K	Buy	641 +5	+0.8%	+$200	0.01%	715
2026 Q1	$23.8K	Buy	636 +5	+0.8%	+$186	0.01%	650
2025 Q4	$22.5K	Buy	631 +61	+11%	+$2.12K	0.01%	572
2025 Q3	$19.6K	Buy	570 +5	+0.9%	+$173	0.01%	624
2025 Q2	$19.8K	Buy	565 +5	+0.9%	+$177	0.01%	381
2025 Q1	$20.4K	Buy	560 +5	+0.9%	+$181	0.01%	339
2024 Q4	$20.8K	Buy	555 +4	+0.7%	+$152	0.01%	317
2024 Q3	$20.8K	Buy	+551	New	+$19.7K	0.01%	321
2024 Q1	–	Sell	-515	Closed	-$18.8K	–	804
2023 Q4	$18.8K	Buy	515 +5	+1%	+$175	0.01%	205
2023 Q3	$17.1K	Buy	510 +4	+0.8%	+$138	0.01%	185
2023 Q2	$17.2K	Buy	506 +5	+1%	+$156	0.01%	193
2023 Q1	$16.4K	Buy	501 +1	+0.2%	+$33	0.01%	214
2022 Q4	$15.9K	Buy	+500	New	+$15.4K	0.01%	197

Other funds holding PECO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

True Wealth Design's PECO Position: Q3 2026 in Review

True Wealth Design increased its Phillips Edison & Co (PECO) stake by 0.47% in Q3 2026, buying an estimated $121 and bringing the position to 644 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #756.

True Wealth Design first reported a position in PECO in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.7K in Q2 2026. 67 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

True Wealth Design held 644 shares of Phillips Edison & Co worth $24.1K as of Q3 2026.
True Wealth Design bought 3 Phillips Edison & Co shares in Q3 2026, an estimated $121.
Phillips Edison & Co made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #756 holding.
True Wealth Design first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 14 quarters since.
True Wealth Design's Phillips Edison & Co position peaked at $26.7K in Q2 2026.
67 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.