Creekmur Asset Management’s Phillips Edison & Co PECO Stock Holding History

Creekmur Asset Management’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 Q3	$29	Hold	1	–	–	﹤0.01%	771
2025 Q2	$30	Hold	1	–	–	﹤0.01%	780
2025 Q1	$30	Hold	1	–	–	﹤0.01%	712
2024 Q4	$31	Sell	1 -1	-50%	-$38	﹤0.01%	868
2024 Q3	$65	Hold	2	–	–	﹤0.01%	927
2024 Q2	$56	Sell	2 -1	-33%	-$33	﹤0.01%	985
2024 Q1	$123	Sell	3 -887	-100%	-$31.3K	﹤0.01%	794
2023 Q4	$32.5K	Buy	+890	New	+$31.1K	0.01%	359

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creekmur Asset Management's PECO Position: Q3 2025 in Review

Creekmur Asset Management held its Phillips Edison & Co (PECO) position steady in Q3 2025 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Creekmur Asset Management first reported a position in PECO in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.5K in Q4 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

Creekmur Asset Management held 1 share of Phillips Edison & Co worth $29 as of Q3 2025.
Creekmur Asset Management left its Phillips Edison & Co share count unchanged in Q3 2025.
Phillips Edison & Co made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #771 holding.
Creekmur Asset Management first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Phillips Edison & Co position peaked at $32.5K in Q4 2023.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.