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Waldron Private Wealth’s Phillips Edison & Co PECO Stock Holding History

Waldron Private Wealth’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 		– Sell
-6,042
Closed -$216K – 349
2025
Q4 		$216K Sell
6,042
-1,483
-20% -$51.5K 0.01% 305
2025
Q3 		$259K Sell
7,525
-1,445
-16% -$50.1K 0.01% 276
2025
Q2 		$315K Hold
8,970
– – 0.01% 245
2025
Q1 		$328K Buy
+8,970
New +$324K 0.02% 234

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waldron Private Wealth's PECO Position: Q1 2026 in Review

Waldron Private Wealth sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 6,042 shares — an estimated $216K sold.

Waldron Private Wealth first reported a position in PECO in Q1 2025 and held it in 4 quarters. The position peaked at $328K in Q1 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Waldron Private Wealth reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 6,042 Phillips Edison & Co shares in Q1 2026, an estimated $216K.
  • Waldron Private Wealth first reported a position in Phillips Edison & Co in Q1 2025 and held it in 4 quarters.
  • Waldron Private Wealth's Phillips Edison & Co position peaked at $328K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.