Cresset Asset Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Sell |
22,995
-398
| -2% | -$14K | ﹤0.01% | 851 |
|
|
2025
Q1 | $856K | Buy |
23,393
+1
| +0% | +$37 | ﹤0.01% | 826 |
|
|
2024
Q4 | $879K | Sell |
23,392
-441
| -2% | -$16.6K | ﹤0.01% | 822 |
|
|
2024
Q3 | $901K | Sell |
23,833
-752
| -3% | -$28.4K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $807K | Sell |
24,585
-3,955
| -14% | -$130K | ﹤0.01% | 1157 |
|
|
2024
Q1 | $1.03M | Sell |
28,540
-4,486
| -14% | -$161K | ﹤0.01% | 946 |
|
|
2023
Q4 | $1.21M | Sell |
33,026
-2,260
| -6% | -$82.7K | 0.01% | 803 |
|
|
2023
Q3 | $1.19M | Sell |
35,286
-4,017
| -10% | -$135K | ﹤0.01% | 738 |
|
|
2023
Q2 | $1.34M | Sell |
39,303
-22,445
| -36% | -$767K | ﹤0.01% | 674 |
|
|
2023
Q1 | $2.02M | Sell |
61,748
-75,045
| -55% | -$2.46M | 0.04% | 231 |
|
|
2022
Q4 | $4.37M | Sell |
136,793
-4,628
| -3% | -$148K | 0.06% | 135 |
|
|
2022
Q3 | $3.98M | Sell |
141,421
-7,330
| -5% | -$206K | 0.05% | 143 |
|
|
2022
Q2 | $4.95M | Sell |
148,751
-19,692
| -12% | -$655K | 0.06% | 126 |
|
|
2022
Q1 | $5.81M | Buy |
+168,443
| New | +$5.81M | 0.06% | 116 |
|