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American Trust Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

American Trust Investment 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
2025
Q1 		– Sell
-20,120
Closed -$754K – 110
2024
Q4 		$754K Buy
20,120
+4,260
+27% +$162K 0.31% 57
2024
Q3 		$598K Buy
+15,860
New +$566K 0.24% 60

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Trust Investment Advisors's PECO Position: Q1 2025 in Review

American Trust Investment Advisors sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 20,120 shares — an estimated $754K sold.

American Trust Investment Advisors first reported a position in PECO in Q3 2024 and held it in 2 quarters. The position peaked at $754K in Q4 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • American Trust Investment Advisors reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 20,120 Phillips Edison & Co shares in Q1 2025, an estimated $754K.
  • American Trust Investment Advisors first reported a position in Phillips Edison & Co in Q3 2024 and held it in 2 quarters.
  • American Trust Investment Advisors's Phillips Edison & Co position peaked at $754K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on American Trust Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.