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Calton & Associates’s Phillips Edison & Co PECO Stock Holding History

Calton & Associates’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 		$749K Sell
17,995
-20,405
-53% -$815K 0.11% 171
2026
Q1 		$1.44M Sell
38,400
-5,737
-13% -$213K 0.21% 100
2025
Q4 		$1.57M Sell
44,137
-5,171
-10% -$179K 0.23% 85
2025
Q3 		$1.69M Sell
49,308
-4,976
-9% -$172K 0.25% 77
2025
Q2 		$1.9M Sell
54,284
-1,782
-3% -$63K 0.33% 64
2025
Q1 		$2.05M Buy
56,066
+22,486
+67% +$812K 0.47% 46
2024
Q4 		$1.26M Sell
33,580
-3,653
-10% -$139K 0.56% 37
2024
Q3 		$1.4M Buy
37,233
+641
+2% +$22.9K 0.54% 48
2024
Q2 		$1.2M Sell
36,592
-3,273
-8% -$107K 0.6% 40
2024
Q1 		$1.43M Sell
39,865
-8,425
-17% -$298K 0.7% 32
2023
Q4 		$1.76M Buy
48,290
+31,335
+185% +$1.1M 0.71% 33
2023
Q3 		$569K Sell
16,955
-35,200
-67% -$1.22M 0.83% 28
2023
Q2 		$1.78M Sell
52,155
-1,540
-3% -$48.1K 0.83% 30
2023
Q1 		$1.75M Sell
53,695
-5,256
-9% -$172K 0.81% 35
2022
Q4 		$1.88M Buy
58,951
+27,244
+86% +$838K 0.73% 34
2022
Q3 		$889K Buy
31,707
+8,841
+39% +$291K 0.51% 51
2022
Q2 		$763K Buy
22,866
+1,225
+6% +$41.6K 0.42% 61
2022
Q1 		$744K Buy
+21,641
New +$710K 0.22% 121

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 $3.38T AUM 44.17% 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

Calton & Associates's PECO Position: Q2 2026 in Review

Calton & Associates reduced its Phillips Edison & Co (PECO) stake by 53% in Q2 2026, selling an estimated $815K and leaving 17,995 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #171.

Calton & Associates first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.05M in Q1 2025. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Calton & Associates held 17,995 shares of Phillips Edison & Co worth $749K as of Q2 2026.
  • Calton & Associates sold 20,405 Phillips Edison & Co shares in Q2 2026, an estimated $815K.
  • Phillips Edison & Co made up 0.11% of Calton & Associates's portfolio in Q2 2026, its #171 holding.
  • Calton & Associates first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Calton & Associates's Phillips Edison & Co position peaked at $2.05M in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.