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Brookstone Capital Management’s Phillips Edison & Co PECO Stock Holding History

Brookstone Capital Management’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 		$960K Sell
23,073
-837
-4% -$33.4K 0.01% 710
2026
Q1 		$895K Sell
23,910
-9,088
-28% -$338K 0.01% 679
2025
Q4 		$1.17M Buy
32,998
+634
+2% +$22K 0.01% 591
2025
Q3 		$1.11M Sell
32,364
-1,385
-4% -$48K 0.01% 579
2025
Q2 		$1.18M Sell
33,749
-3,666
-10% -$130K 0.02% 534
2025
Q1 		$1.37M Sell
37,415
-4,276
-10% -$154K 0.02% 475
2024
Q4 		$1.56M Sell
41,691
-4,325
-9% -$165K 0.02% 425
2024
Q3 		$1.74M Sell
46,016
-2,983
-6% -$106K 0.03% 401
2024
Q2 		$1.72M Sell
48,999
-2,915
-6% -$95.1K 0.03% 396
2024
Q1 		$1.86M Sell
51,914
-2,465
-5% -$87.1K 0.03% 361
2023
Q4 		$1.98M Sell
54,379
-2,216
-4% -$77.5K 0.04% 327
2023
Q3 		$1.93M Sell
56,595
-248
-0.4% -$8.57K 0.04% 316
2023
Q2 		$1.88M Buy
56,843
+4,273
+8% +$133K 0.04% 323
2023
Q1 		$1.66M Sell
52,570
-8,383
-14% -$274K 0.03% 350
2022
Q4 		$1.94M Sell
60,953
-3,340
-5% -$103K 0.04% 322
2022
Q3 		$1.84M Buy
64,293
+3,665
+6% +$120K 0.04% 299
2022
Q2 		$2.06M Buy
+60,628
New +$2.06M 0.05% 288

Other funds holding PECO

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return