MCF Advisors’s Phillips Edison & Co PECO Stock Holding History

MCF Advisors’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	$226K	Buy	6,009 +2,531	+73%	+$94.1K	0.01%	382
2025 Q4	$124K	Hold	3,478	–	–	0.01%	374
2025 Q3	$120K	Hold	3,478	–	–	0.01%	305
2025 Q2	$122K	Sell	3,478 -298	-8%	-$10.5K	0.01%	285
2025 Q1	$138K	Sell	3,776 -1,424	-27%	-$51.4K	0.01%	265
2024 Q4	$195K	Buy	5,200 +1,672	+47%	+$63.7K	0.01%	236
2024 Q3	$133K	Sell	3,528 -866	-20%	-$30.9K	0.01%	278
2024 Q2	$144K	Hold	4,394	–	–	0.01%	264
2024 Q1	$158K	Sell	4,394 -1,998	-31%	-$70.6K	0.01%	252
2023 Q4	$233K	Sell	6,392 -2,643	-29%	-$92.4K	0.02%	211
2023 Q3	$303K	Hold	9,035	–	–	0.03%	171
2023 Q2	$308K	Hold	9,035	–	–	0.03%	170
2023 Q1	$295K	Sell	9,035 -2,527	-22%	-$82.7K	0.03%	173
2022 Q4	$368K	Hold	11,562	–	–	0.04%	153
2022 Q3	$324K	Sell	11,562 -5,555	-32%	-$183K	0.04%	155
2022 Q2	$573K	Sell	17,117 -25,429	-60%	-$863K	0.06%	85
2022 Q1	$1.46M	Buy	+42,546	New	+$1.4M	0.14%	45

Other funds holding PECO

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 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