First Foundation Advisors’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Hold	34,493	–	–	0.05%	165
2025 Q4	$1.23M	Hold	34,493	–	–	0.05%	164
2025 Q3	$1.18M	Sell	34,493 -20,497	-37%	-$710K	0.04%	170
2025 Q2	$1.93M	Sell	54,990 -1,720	-3%	-$60.9K	0.07%	140
2025 Q1	$2.07M	Sell	56,710 -2,905	-5%	-$105K	0.08%	119
2024 Q4	$2.23M	Sell	59,615 -4,067	-6%	-$155K	0.08%	115
2024 Q3	$2.4M	Sell	63,682 -6,150	-9%	-$219K	0.09%	115
2024 Q2	$2.28M	Sell	69,832 -7,480	-10%	-$244K	0.09%	110
2024 Q1	$2.77M	Sell	77,312 -10,072	-12%	-$356K	0.11%	100
2023 Q4	$3.19M	Sell	87,384 -43,815	-33%	-$1.53M	0.15%	89
2023 Q3	$4.4M	Sell	131,199 -11,470	-8%	-$397K	0.21%	79
2023 Q2	$4.86M	Sell	142,669 -43,708	-23%	-$1.36M	0.21%	82
2023 Q1	$6.08M	Sell	186,377 -61,345	-25%	-$2.01M	0.28%	71
2022 Q4	$7.89M	Sell	247,722 -1,012,441	-80%	-$31.1M	0.38%	64
2022 Q3	$35.3M	Buy	1,260,163 +2,853	+0.2%	+$93.8K	1.73%	10
2022 Q2	$42M	Buy	1,257,310 +352,855	+39%	+$12M	1.86%	12
2022 Q1	$31.1M	Buy	+904,455	New	+$29.7M	1.12%	22