Clearstead Advisors’s Phillips Edison & Co PECO Stock Holding History

Clearstead Advisors’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	$23.8K	Buy	636 +472	+288%	+$17.5K	﹤0.01%	1418
2025 Q4	$5.83K	Buy	164 +6	+4%	+$208	﹤0.01%	1991
2025 Q3	$5.42K	Hold	158	–	–	﹤0.01%	2130
2025 Q2	$5.54K	Buy	+158	New	+$5.59K	﹤0.01%	2078
2024 Q1	–	Sell	-881	Closed	-$32.1K	–	1612
2023 Q4	$32.1K	Sell	881 -881	-50%	-$30.8K	﹤0.01%	852
2023 Q3	$59.1K	Buy	1,762 +881	+100%	+$30.5K	﹤0.01%	853
2023 Q2	$30K	Hold	881	–	–	﹤0.01%	830
2023 Q1	$28.7K	Hold	881	–	–	﹤0.01%	781
2022 Q4	$28.1K	Hold	881	–	–	﹤0.01%	737
2022 Q3	$25K	Buy	+881	New	+$29K	﹤0.01%	740

Other funds holding PECO

BlackRock New York $5.7T 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