Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.54M Buy
60,657
+7,569
+14% +$302K ﹤0.01% 1410
2026
Q1 		$1.99M Sell
53,088
-59,038
-53% -$2.19M ﹤0.01% 1391
2025
Q4 		$3.91M Sell
112,126
-928
-0.8% -$32.2K 0.01% 1147
2025
Q3 		$3.77M Sell
113,054
-2,383
-2% -$82.6K 0.01% 1101
2025
Q2 		$4.06M Buy
115,437
+17,359
+18% +$614K 0.01% 992
2025
Q1 		$3.58M Sell
98,078
-2,169
-2% -$78.4K 0.01% 963
2024
Q4 		$3.76M Sell
100,247
-1,123
-1% -$42.8K 0.01% 903
2024
Q3 		$3.82M Sell
101,370
-25,607
-20% -$914K 0.01% 817
2024
Q2 		$4.15M Sell
126,977
-4,150
-3% -$135K 0.01% 740
2024
Q1 		$4.7M Sell
131,127
-10,045
-7% -$355K 0.01% 680
2023
Q4 		$5.15M Sell
141,172
-3,305
-2% -$116K 0.02% 603
2023
Q3 		$4.85M Buy
+144,477
New +$5M 0.02% 588

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

Wealth Enhancement Advisory Services's PECO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Phillips Edison & Co (PECO) stake by 14% in Q2 2026, buying an estimated $302K and bringing the position to 60,657 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Wealth Enhancement Advisory Services first reported a position in PECO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.15M in Q4 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,657 shares of Phillips Edison & Co worth $2.54M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,569 Phillips Edison & Co shares in Q2 2026, an estimated $302K.
  • Phillips Edison & Co made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1410 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Phillips Edison & Co position peaked at $5.15M in Q4 2023.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.