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Wealthspire Advisors (New York)’s Phillips Edison & Co PECO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-63
Closed -$2.16K – 2342
2025
Q3 		$2.16K Buy
+63
New +$2.18K ﹤0.01% 2591

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s PECO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 63 shares — an estimated $2.16K sold.

Wealthspire Advisors (New York) first reported a position in PECO in Q3 2025 and held it in 1 quarter. The position peaked at $2.16K in Q3 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 63 Phillips Edison & Co shares in Q4 2025, an estimated $2.16K.
  • Wealthspire Advisors (New York) first reported a position in Phillips Edison & Co in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Phillips Edison & Co position peaked at $2.16K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.