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

Sanctuary 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	$284K	Buy	7,588 +34	+0.5%	+$1.26K	﹤0.01%	2129
2025 Q4	$269K	Buy	7,554 +184	+2%	+$6.38K	﹤0.01%	2091
2025 Q3	$253K	Buy	7,370 +105	+1%	+$3.64K	﹤0.01%	2109
2025 Q2	$254K	Buy	7,265 +17	+0.2%	+$601	﹤0.01%	2016
2025 Q1	$264K	Sell	7,248 -20	-0.3%	-$723	﹤0.01%	1871
2024 Q4	$267K	Sell	7,268 -3	-0%	-$114	﹤0.01%	2072
2024 Q3	$286K	Buy	7,271 +182	+3%	+$6.49K	﹤0.01%	2026
2024 Q2	$231K	Buy	+7,089	New	+$231K	﹤0.01%	2085

Other funds holding PECO

BlackRock New York $5.7T 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