Principal Financial Group’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	$22.9M	Buy	612,129 +12,155	+2%	+$452K	0.01%	847
2025 Q4	$21.3M	Sell	599,974 -6,691	-1%	-$232K	0.01%	866
2025 Q3	$20.8M	Sell	606,665 -15,251	-2%	-$528K	0.01%	844
2025 Q2	$21.8M	Sell	621,916 -1,504	-0.2%	-$53.2K	0.01%	801
2025 Q1	$22.7M	Buy	623,420 +28,255	+5%	+$1.02M	0.01%	744
2024 Q4	$22.3M	Buy	595,165 +17,235	+3%	+$657K	0.01%	791
2024 Q3	$21.8M	Sell	577,930 -26,550	-4%	-$947K	0.01%	788
2024 Q2	$19.8M	Sell	604,480 -29,227	-5%	-$953K	0.01%	863
2024 Q1	$22.7M	Buy	633,707 +10,767	+2%	+$380K	0.01%	837
2023 Q4	$22.7M	Sell	622,940 -8,685	-1%	-$304K	0.01%	802
2023 Q3	$21.2M	Sell	631,625 -34,844	-5%	-$1.2M	0.02%	775
2023 Q2	$22.7M	Buy	666,469 +653,553	+5,060%	+$20.4M	0.02%	773
2023 Q1	$421K	Sell	12,916 -1,160	-8%	-$38K	﹤0.01%	2012
2022 Q4	$448K	Sell	14,076 -2,827	-17%	-$86.9K	﹤0.01%	2004
2022 Q3	$474K	Sell	16,903 -839	-5%	-$27.6K	﹤0.01%	1974
2022 Q2	$593K	Buy	17,742 +7,239	+69%	+$246K	﹤0.01%	2017
2022 Q1	$361K	Buy	+10,503	New	+$345K	﹤0.01%	2189