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

Clearstead Trust’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
2025 Q4	–	Sell	-21	Closed	-$721	–	1381
2025 Q3	$721	Hold	21	–	–	﹤0.01%	1305
2025 Q2	$736	Buy	+21	New	+$743	﹤0.01%	1244

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EGM

Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's PECO Position: Q4 2025 in Review

Clearstead Trust sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 21 shares — an estimated $721 sold.

Clearstead Trust first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $736 in Q2 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Clearstead Trust reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 21 Phillips Edison & Co shares in Q4 2025, an estimated $721.
Clearstead Trust first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Phillips Edison & Co position peaked at $736 in Q2 2025.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.