Centaurus Financial’s Phillips Edison & Co PECO Stock Holding History

Centaurus Financial’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	$2.37M	Sell	63,427 -46,288	-42%	-$1.72M	0.11%	173
2025 Q4	$3.9M	Buy	109,715 +1,701	+2%	+$59K	0.18%	121
2025 Q3	$3.71M	Sell	108,014 -4,447	-4%	-$154K	0.17%	124
2025 Q2	$3.94M	Sell	112,461 -5,070	-4%	-$179K	0.23%	107
2025 Q1	$4.29M	Sell	117,531 -16,355	-12%	-$591K	0.26%	86
2024 Q4	$5.01M	Sell	133,886 -2,372	-2%	-$90.4K	0.31%	71
2024 Q3	$5.14M	Buy	136,258 +4,850	+4%	+$173K	0.33%	68
2024 Q2	$4.3M	Buy	131,408 +4,498	+4%	+$147K	0.29%	87
2024 Q1	$4.55M	Buy	126,910 +183	+0.1%	+$6.47K	0.32%	73
2023 Q4	$4.62M	Buy	126,727 +1,380	+1%	+$48.3K	0.35%	67
2023 Q3	$4.2M	Buy	125,347 +41,335	+49%	+$1.43M	0.37%	62
2023 Q2	$2.86M	Sell	84,012 -7,369	-8%	-$230K	0.25%	102
2023 Q1	$2.98M	Sell	91,381 -1,657	-2%	-$54.2K	0.24%	111
2022 Q4	$2.96M	Sell	93,038 -17,263	-16%	-$531K	0.28%	93
2022 Q3	$3.09M	Buy	110,301 +5,851	+6%	+$192K	0.3%	84
2022 Q2	$3.49M	Sell	104,450 -25,672	-20%	-$871K	0.34%	71
2022 Q1	$4.47M	Buy	+130,122	New	+$4.27M	0.35%	60

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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