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Waverly Advisors’s Phillips Edison & Co PECO Stock Holding History

Waverly Advisors’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 		$1.33M Buy
35,466
+269
+0.8% +$10K 0.01% 744
2025
Q4 		$1.25M Buy
35,197
+10,724
+44% +$372K 0.01% 702
2025
Q3 		$840K Sell
24,473
-2,086
-8% -$72.3K 0.01% 689
2025
Q2 		$930K Buy
26,559
+80
+0.3% +$2.83K 0.01% 635
2025
Q1 		$966K Buy
26,479
+3,764
+17% +$136K 0.01% 614
2024
Q4 		$851K Sell
22,715
-706
-3% -$26.9K 0.01% 557
2024
Q3 		$883K Buy
23,421
+166
+0.7% +$5.92K 0.02% 467
2024
Q2 		$761K Sell
23,255
-1,200
-5% -$39.1K 0.01% 483
2024
Q1 		$877K Buy
+24,455
New +$864K 0.02% 390

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's PECO Position: Q1 2026 in Review

Waverly Advisors increased its Phillips Edison & Co (PECO) stake by 0.76% in Q1 2026, buying an estimated $10K and bringing the position to 35,466 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #744.

Waverly Advisors first reported a position in PECO in Q1 2024 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Waverly Advisors held 35,466 shares of Phillips Edison & Co worth $1.33M as of Q1 2026.
  • Waverly Advisors bought 269 Phillips Edison & Co shares in Q1 2026, an estimated $10K.
  • Phillips Edison & Co made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #744 holding.
  • Waverly Advisors first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 9 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.