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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brookstone Capital Management's PECO Position: Q2 2026 in Review

Brookstone Capital Management reduced its Phillips Edison & Co (PECO) stake by 3.5% in Q2 2026, selling an estimated $33.4K and leaving 23,073 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #710.

Brookstone Capital Management first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q2 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Brookstone Capital Management held 23,073 shares of Phillips Edison & Co worth $960K as of Q2 2026.
  • Brookstone Capital Management sold 837 Phillips Edison & Co shares in Q2 2026, an estimated $33.4K.
  • Phillips Edison & Co made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #710 holding.
  • Brookstone Capital Management first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • Brookstone Capital Management's Phillips Edison & Co position peaked at $2.06M in Q2 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.