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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
Q2 		$2.56M Sell
61,379
-2,048
-3% -$81.8K 0.1% 209
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centaurus Financial's PECO Position: Q2 2026 in Review

Centaurus Financial reduced its Phillips Edison & Co (PECO) stake by 3.2% in Q2 2026, selling an estimated $81.8K and leaving 61,379 shares worth $2.56M. The position accounts for 0.1% of the portfolio, ranked #209.

Centaurus Financial first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.14M in Q3 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Centaurus Financial held 61,379 shares of Phillips Edison & Co worth $2.56M as of Q2 2026.
  • Centaurus Financial sold 2,048 Phillips Edison & Co shares in Q2 2026, an estimated $81.8K.
  • Phillips Edison & Co made up 0.1% of Centaurus Financial's portfolio in Q2 2026, its #209 holding.
  • Centaurus Financial first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Centaurus Financial's Phillips Edison & Co position peaked at $5.14M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.