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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Castleview Partners's PECO Position: Q1 2026 in Review

Castleview Partners reduced its Phillips Edison & Co (PECO) stake by 5.1% in Q1 2026, selling an estimated $14.9K and leaving 7,507 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #157.

Castleview Partners first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $782K in Q1 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Castleview Partners held 7,507 shares of Phillips Edison & Co worth $281K as of Q1 2026.
  • Castleview Partners sold 402 Phillips Edison & Co shares in Q1 2026, an estimated $14.9K.
  • Phillips Edison & Co made up 0.14% of Castleview Partners's portfolio in Q1 2026, its #157 holding.
  • Castleview Partners first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Castleview Partners's Phillips Edison & Co position peaked at $782K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.