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Gladstone Institutional Advisory’s Phillips Edison & Co PECO Stock Holding History

Gladstone Institutional Advisory’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
2023
Q4 		– Sell
-7,156
Closed -$240K – 689
2023
Q3 		$240K Hold
7,156
– – 0.02% 542
2023
Q2 		$244K Hold
7,156
– – 0.01% 560
2023
Q1 		$233K Buy
7,156
+400
+6% +$13.1K 0.02% 583
2022
Q4 		$215K Buy
+6,756
New +$208K 0.02% 583

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gladstone Institutional Advisory's PECO Position: Q4 2023 in Review

Gladstone Institutional Advisory sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 7,156 shares — an estimated $240K sold.

Gladstone Institutional Advisory first reported a position in PECO in Q4 2022 and held it in 4 quarters. The position peaked at $244K in Q2 2023. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Gladstone Institutional Advisory reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,156 Phillips Edison & Co shares in Q4 2023, an estimated $240K.
  • Gladstone Institutional Advisory first reported a position in Phillips Edison & Co in Q4 2022 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Phillips Edison & Co position peaked at $244K in Q2 2023.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.