Belpointe Asset Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Sell	5,704 -200	-3%	-$7.43K	0.01%	986
2025 Q4	$210K	Hold	5,904	–	–	0.01%	958
2025 Q3	$203K	Buy	+5,904	New	+$205K	0.01%	932
2025 Q1	–	Sell	-6,145	Closed	-$227K	–	1008
2024 Q4	$227K	Sell	6,145 -544	-8%	-$20.7K	0.01%	765
2024 Q3	$252K	Hold	6,689	–	–	0.02%	722
2024 Q2	$219K	Hold	6,689	–	–	0.02%	698
2024 Q1	$240K	Hold	6,689	–	–	0.02%	684
2023 Q4	$244K	Sell	6,689 -27,440	-80%	-$960K	0.02%	603
2023 Q3	$1.14M	Sell	34,129 -1,755	-5%	-$60.7K	0.12%	173
2023 Q2	$1.22M	Sell	35,884 -5,208	-13%	-$163K	0.13%	150
2023 Q1	$1.34M	Buy	41,092 +1,631	+4%	+$53.4K	0.07%	274
2022 Q4	$1.26M	Buy	39,461 +759	+2%	+$23.3K	0.08%	267
2022 Q3	$1.08M	Sell	38,702 -5,685	-13%	-$187K	0.07%	274
2022 Q2	$1.48M	Sell	44,387 -94	-0.2%	-$3.19K	0.1%	216
2022 Q1	$1.53M	Buy	+44,481	New	+$1.46M	0.09%	231