Wealthcare Advisory Partners’s Phillips Edison & Co PECO Stock Holding History

Wealthcare Advisory Partners’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	$277K	Sell	6,656 -3,044	-31%	-$122K	0.01%	910
2026 Q1	$363K	Buy	9,700 +27	+0.3%	+$1K	0.01%	807
2025 Q4	$344K	Buy	9,673 +30	+0.3%	+$1.04K	0.01%	818
2025 Q3	$331K	Sell	9,643 -1,200	-11%	-$41.6K	0.01%	819
2025 Q2	$380K	Buy	10,843 +32	+0.3%	+$1.13K	0.01%	720
2025 Q1	$395K	Sell	10,811 -90	-0.8%	-$3.25K	0.01%	644
2024 Q4	$408K	Buy	10,901 +4,228	+63%	+$161K	0.01%	624
2024 Q3	$252K	Hold	6,673	–	–	0.01%	766
2024 Q2	$218K	Buy	+6,673	New	+$218K	0.01%	766

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealthcare Advisory Partners's PECO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Phillips Edison & Co (PECO) stake by 31% in Q2 2026, selling an estimated $122K and leaving 6,656 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #910.

Wealthcare Advisory Partners first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. The position peaked at $408K in Q4 2024. 67 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Wealthcare Advisory Partners held 6,656 shares of Phillips Edison & Co worth $277K as of Q2 2026.
Wealthcare Advisory Partners sold 3,044 Phillips Edison & Co shares in Q2 2026, an estimated $122K.
Phillips Edison & Co made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #910 holding.
Wealthcare Advisory Partners first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
Wealthcare Advisory Partners's Phillips Edison & Co position peaked at $408K in Q4 2024.
67 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.