PECO — PHILLIPS EDISON & CO INC COM USD0.01

Ownership history in Accel Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in PHILLIPS EDISON & CO INC COM USD0.01 (PECO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.74% (2023 Q2)
Avg. % of fund
0.51%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,990 +2,920 +8.6% 0.36% $1.3M $35.26
2025 Q3 REDUCED 34,070 -85 -0.2% 0.34% $1.2M $33.71
2025 Q2 ADDED 34,155 +285 +0.8% 0.40% $1.2M $34.09
2025 Q1 ADDED 33,870 +815 +2.5% 0.45% $1.2M $35.20
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PECO price (monthly, adj. close)

Other funds also holding PECO

As of 2025 Q4 — sorted by position size

B&I Capital AG 3Y 3.52% Engineers Gate Manager LP 3Y 7Y 0.92% Vert Asset Management LLC 3Y 0.72% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.72% CERTIOR FINANCIAL GROUP, LLC 0.61% Neo Ivy Capital Management 3Y 7Y 0.58% Odyssean, LLC 0.53% INCEPTIONR LLC 3Y 0.36% Outlook Wealth Advisors, LLC 3Y 7Y 0.34% Ducere Wealth Management LLC 0.3%
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