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Creative Financial Designs’s Phillips Edison & Co PECO Stock Holding History

Creative Financial Designs’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 		$7.09K Sell
189
-148
-44% -$5.5K ﹤0.01% 1500
2025
Q4 		$12K Buy
337
+3
+0.9% +$104 ﹤0.01% 1317
2025
Q3 		$11.5K Sell
334
-96
-22% -$3.33K ﹤0.01% 1327
2025
Q2 		$15.1K Buy
430
+4
+0.9% +$142 ﹤0.01% 1217
2025
Q1 		$15.6K Buy
426
+3
+0.7% +$108 ﹤0.01% 1158
2024
Q4 		$15.8K Buy
423
+4
+1% +$152 ﹤0.01% 1107
2024
Q3 		$15.8K Sell
419
-96
-19% -$3.42K ﹤0.01% 1080
2024
Q2 		$16.9K Buy
515
+4
+0.8% +$130 ﹤0.01% 1038
2024
Q1 		$18.3K Sell
511
-1,032
-67% -$36.5K ﹤0.01% 990
2023
Q4 		$56.3K Buy
1,543
+1,041
+207% +$36.4K 0.01% 655
2023
Q3 		$16.8K Sell
502
-349
-41% -$12.1K ﹤0.01% 897
2023
Q2 		$29K Sell
851
-711
-46% -$22.2K ﹤0.01% 771
2023
Q1 		$51K Sell
1,562
-93
-6% -$3.04K 0.01% 592
2022
Q4 		$52.7K Buy
1,655
+9
+0.5% +$277 0.01% 560
2022
Q3 		$46K Buy
1,646
+927
+129% +$30.5K 0.01% 569
2022
Q2 		$24K Hold
719
– – ﹤0.01% 699
2022
Q1 		$25K Buy
+719
New +$23.6K ﹤0.01% 721

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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

Creative Financial Designs's PECO Position: Q1 2026 in Review

Creative Financial Designs reduced its Phillips Edison & Co (PECO) stake by 44% in Q1 2026, selling an estimated $5.5K and leaving 189 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Creative Financial Designs first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $56.3K in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Creative Financial Designs held 189 shares of Phillips Edison & Co worth $7.09K as of Q1 2026.
  • Creative Financial Designs sold 148 Phillips Edison & Co shares in Q1 2026, an estimated $5.5K.
  • Phillips Edison & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1500 holding.
  • Creative Financial Designs first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Creative Financial Designs's Phillips Edison & Co position peaked at $56.3K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.