Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Phillips Edison & Co PECO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$997K Sell
26,631
-2,457
-8% -$91.3K ﹤0.01% 1541
2025
Q4 		$1.03M Buy
29,088
+2,903
+11% +$101K ﹤0.01% 1480
2025
Q3 		$899K Buy
26,185
+6,408
+32% +$222K ﹤0.01% 1476
2025
Q2 		$693K Buy
19,777
+385
+2% +$13.6K ﹤0.01% 1441
2025
Q1 		$708K Sell
19,392
-1,914
-9% -$69.1K ﹤0.01% 1318
2024
Q4 		$798K Buy
21,306
+6,016
+39% +$229K ﹤0.01% 1197
2024
Q3 		$577K Sell
15,290
-1,871
-11% -$66.8K ﹤0.01% 1260
2024
Q2 		$561K Sell
17,161
-12,031
-41% -$392K ﹤0.01% 1146
2024
Q1 		$1.05M Buy
29,192
+1,263
+5% +$44.6K 0.01% 832
2023
Q4 		$1.02M Sell
27,929
-3,784
-12% -$132K 0.01% 801
2023
Q3 		$1.06M Sell
31,713
-12,076
-28% -$418K 0.01% 725
2023
Q2 		$1.49M Sell
43,789
-22,147
-34% -$691K 0.01% 591
2023
Q1 		$2.15M Sell
65,936
-11,976
-15% -$392K 0.01% 465
2022
Q4 		$2.48M Sell
77,912
-8,991
-10% -$276K 0.02% 418
2022
Q3 		$2.44M Sell
86,903
-5,042
-5% -$166K 0.02% 396
2022
Q2 		$3.07M Buy
+91,945
New +$3.12M 0.02% 354
2022
Q1 		– Sell
-359
Closed -$12K – 3784
2021
Q4 		$12K Buy
+359
New +$11.5K ﹤0.01% 2257

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PECO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Phillips Edison & Co (PECO) stake by 8.4% in Q1 2026, selling an estimated $91.3K and leaving 26,631 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Carson Wealth (CWM LLC) first reported a position in PECO in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.07M in Q2 2022. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,631 shares of Phillips Edison & Co worth $997K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,457 Phillips Edison & Co shares in Q1 2026, an estimated $91.3K.
  • Phillips Edison & Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1541 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Phillips Edison & Co position peaked at $3.07M in Q2 2022.
  • 440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.