Carmel Capital Partners’s Phillips Edison & Co PECO Stock Holding History

Carmel Capital Partners’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
2025 Q2	–	Sell	-20,877	Closed	-$762K	–	169
2025 Q1	$762K	Sell	20,877 -1,433	-6%	-$51.8K	0.3%	70
2024 Q4	$836K	Sell	22,310 -189	-0.8%	-$7.2K	0.34%	63
2024 Q3	$848K	Hold	22,499	–	–	0.33%	61
2024 Q2	$736K	Hold	22,499	–	–	0.31%	63
2024 Q1	$807K	Hold	22,499	–	–	0.33%	61
2023 Q4	$821K	Buy	22,499 +927	+4%	+$32.4K	0.42%	55
2023 Q3	$724K	Buy	21,572 +12,277	+132%	+$424K	0.32%	65
2023 Q2	$317K	Hold	9,295	–	–	0.16%	92
2023 Q1	$303K	Sell	9,295 -1,445	-13%	-$47.3K	0.18%	98
2022 Q4	$342K	Sell	10,740 -5,153	-32%	-$158K	0.24%	88
2022 Q3	$446K	Sell	15,893 -4,154	-21%	-$137K	0.43%	61
2022 Q2	$670K	Buy	20,047 +2,170	+12%	+$73.7K	0.63%	50
2022 Q1	$615K	Buy	+17,877	New	+$587K	0.51%	56

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carmel Capital Partners's PECO Position: Q2 2025 in Review

Carmel Capital Partners sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 20,877 shares — an estimated $762K sold.

Carmel Capital Partners first reported a position in PECO in Q1 2022 and held it in 13 quarters. The position peaked at $848K in Q3 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

Carmel Capital Partners reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
Carmel Capital Partners sold 20,877 Phillips Edison & Co shares in Q2 2025, an estimated $762K.
Carmel Capital Partners first reported a position in Phillips Edison & Co in Q1 2022 and held it in 13 quarters.
Carmel Capital Partners's Phillips Edison & Co position peaked at $848K in Q3 2024.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.