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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
Q2 		$1.45M Sell
34,807
-659
-2% -$26.3K 0.01% 786
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waverly Advisors's PECO Position: Q2 2026 in Review

Waverly Advisors reduced its Phillips Edison & Co (PECO) stake by 1.9% in Q2 2026, selling an estimated $26.3K and leaving 34,807 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #786.

Waverly Advisors first reported a position in PECO in Q1 2024 and has held it in 10 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Waverly Advisors held 34,807 shares of Phillips Edison & Co worth $1.45M as of Q2 2026.
  • Waverly Advisors sold 659 Phillips Edison & Co shares in Q2 2026, an estimated $26.3K.
  • Phillips Edison & Co made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #786 holding.
  • Waverly Advisors first reported a position in Phillips Edison & Co in Q1 2024 and has held it in 10 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.