Castleview Partners
PECO icon

Castleview Partners’s Phillips Edison & Co PECO Stock Holding History

Castleview 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
2026
Q3 		$280K Hold
7,507
– – 0.12% 170
2026
Q2 		$312K Hold
7,507
– – 0.14% 159
2026
Q1 		$281K Sell
7,507
-402
-5% -$14.9K 0.14% 157
2025
Q4 		$281K Hold
7,909
– – 0.14% 147
2025
Q3 		$272K Sell
7,909
-30
-0.4% -$1.04K 0.15% 141
2025
Q2 		$278K Hold
7,939
– – 0.18% 138
2025
Q1 		$290K Sell
7,939
-765
-9% -$27.6K 0.2% 129
2024
Q4 		$322K Sell
8,704
-384
-4% -$14.6K 0.17% 139
2024
Q3 		$343K Sell
9,088
-1,500
-14% -$53.5K 0.2% 124
2024
Q2 		$346K Sell
10,588
-4,563
-30% -$149K 0.2% 117
2024
Q1 		$543K Buy
15,151
+8
+0.1% +$283 0.3% 74
2023
Q4 		$552K Sell
15,143
-1,655
-10% -$57.9K 0.39% 56
2023
Q3 		$563K Buy
16,798
+1,788
+12% +$61.8K 0.52% 37
2023
Q2 		$512K Sell
15,010
-5,376
-26% -$168K 0.46% 42
2023
Q1 		$665K Sell
20,386
-1,669
-8% -$54.6K 0.59% 34
2022
Q4 		$702K Buy
22,055
+36
+0.2% +$1.11K 0.68% 28
2022
Q3 		$618K Buy
22,019
+21,914
+20,870% +$720K 0.59% 31
2022
Q2 		$8.61K Sell
105
-22,634
-100% -$768K 0.01% 476
2022
Q1 		$782K Buy
+22,739
New +$746K 0.49% 35

Other funds holding PECO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Castleview Partners's PECO Position: Q3 2026 in Review

Castleview Partners held its Phillips Edison & Co (PECO) position steady in Q3 2026 at 7,507 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #170.

Castleview Partners first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $782K in Q1 2022. 65 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Castleview Partners held 7,507 shares of Phillips Edison & Co worth $280K as of Q3 2026.
  • Castleview Partners left its Phillips Edison & Co share count unchanged in Q3 2026.
  • Phillips Edison & Co made up 0.12% of Castleview Partners's portfolio in Q3 2026, its #170 holding.
  • Castleview Partners first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Castleview Partners's Phillips Edison & Co position peaked at $782K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.