Certior Financial Group’s Phillips Edison & Co PECO Stock Holding History

Certior Financial Group’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	$797K	Sell	21,341 -359	-2%	-$14.5K	0.43%	48
2026 Q2	$903K	Sell	21,700 -2,173	-9%	-$86.8K	0.49%	47
2026 Q1	$893K	Sell	23,873 -1,638	-6%	-$60.9K	0.57%	40
2025 Q4	$907K	Sell	25,511 -720	-3%	-$25K	0.61%	41
2025 Q3	$901K	Sell	26,231 -3,243	-11%	-$112K	0.6%	41
2025 Q2	$1.03M	Sell	29,474 -1,664	-5%	-$58.9K	0.77%	32
2025 Q1	$1.14M	Sell	31,138 -2,721	-8%	-$98.3K	0.92%	30
2024 Q4	$1.27M	Buy	+33,859	New	+$1.29M	1.1%	27

Other funds holding PECO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Certior Financial Group's PECO Position: Q3 2026 in Review

Certior Financial Group reduced its Phillips Edison & Co (PECO) stake by 1.7% in Q3 2026, selling an estimated $14.5K and leaving 21,341 shares worth $797K. The position accounts for 0.43% of the portfolio, ranked #48.

Certior Financial Group first reported a position in PECO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q4 2024. 121 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

Certior Financial Group held 21,341 shares of Phillips Edison & Co worth $797K as of Q3 2026.
Certior Financial Group sold 359 Phillips Edison & Co shares in Q3 2026, an estimated $14.5K.
Phillips Edison & Co made up 0.43% of Certior Financial Group's portfolio in Q3 2026, its #48 holding.
Certior Financial Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's Phillips Edison & Co position peaked at $1.27M in Q4 2024.
121 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.