Peak Asset Management’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	$307K	Hold	8,214	–	–	0.05%	125
2025 Q4	$292K	Hold	8,214	–	–	0.05%	132
2025 Q3	$282K	Hold	8,214	–	–	0.05%	129
2025 Q2	$288K	Hold	8,214	–	–	0.05%	117
2025 Q1	$300K	Hold	8,214	–	–	0.06%	115
2024 Q4	$308K	Hold	8,214	–	–	0.06%	121
2024 Q3	$310K	Hold	8,214	–	–	0.06%	119
2024 Q2	$269K	Hold	8,214	–	–	0.05%	123
2024 Q1	$295K	Hold	8,214	–	–	0.06%	124
2023 Q4	$300K	Hold	8,214	–	–	0.07%	117
2023 Q3	$275K	Hold	8,214	–	–	0.07%	117
2023 Q2	$280K	Hold	8,214	–	–	0.06%	117
2023 Q1	$268K	Hold	8,214	–	–	0.07%	128
2022 Q4	$262K	Hold	8,214	–	–	0.07%	120
2022 Q3	$230K	Hold	8,214	–	–	0.07%	124
2022 Q2	$274K	Hold	8,214	–	–	0.07%	114
2022 Q1	$282K	Buy	+8,214	New	+$270K	0.07%	119