Brookstone Capital Management
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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
Q3 		$780K Sell
20,890
-2,183
-9% -$88K 0.01% 786
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Brookstone Capital Management's PECO Position: Q3 2026 in Review

Brookstone Capital Management reduced its Phillips Edison & Co (PECO) stake by 9.5% in Q3 2026, selling an estimated $88K and leaving 20,890 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #786.

Brookstone Capital Management first reported a position in PECO in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.06M in Q2 2022. 210 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Brookstone Capital Management held 20,890 shares of Phillips Edison & Co worth $780K as of Q3 2026.
  • Brookstone Capital Management sold 2,183 Phillips Edison & Co shares in Q3 2026, an estimated $88K.
  • Phillips Edison & Co made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #786 holding.
  • Brookstone Capital Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 18 quarters since.
  • Brookstone Capital Management's Phillips Edison & Co position peaked at $2.06M in Q2 2022.
  • 210 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.