Well Done LLC’s Phillips Edison & Co PECO Stock Holding History

Well Done LLC’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
2025 Q4	–	Sell	-14,009	Closed	-$481K	–	205
2025 Q3	$481K	Hold	14,009	–	–	0.08%	118
2025 Q2	$491K	Hold	14,009	–	–	0.09%	107
2025 Q1	$525K	Hold	14,009	–	–	0.1%	107
2024 Q4	$528K	Hold	14,009	–	–	0.1%	107
2024 Q3	$528K	Sell	14,009 -22,720	-62%	-$811K	0.1%	108
2024 Q2	$1.2M	Hold	36,729	–	–	0.25%	57
2024 Q1	$1.32M	Hold	36,729	–	–	0.26%	57
2023 Q4	$1.34M	Sell	36,729 -2,703	-7%	-$94.5K	0.26%	58
2023 Q3	$1.32M	Sell	39,432 -5,677	-13%	-$196K	0.29%	54
2023 Q2	$1.54M	Sell	45,109 -9,350	-17%	-$292K	0.33%	48
2023 Q1	$1.78M	Hold	54,459	–	–	0.38%	44
2022 Q4	$1.73M	Sell	54,459 -16,010	-23%	-$492K	0.37%	48
2022 Q3	$1.98M	Hold	70,469	–	–	0.48%	44
2022 Q2	$2.35M	Sell	70,469 -20,710	-23%	-$703K	0.52%	42
2022 Q1	$3.14M	Buy	+91,179	New	+$2.99M	0.63%	31

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EGM

Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Well Done LLC's PECO Position: Q4 2025 in Review

Well Done LLC sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 14,009 shares — an estimated $481K sold.

Well Done LLC first reported a position in PECO in Q1 2022 and held it in 15 quarters. The position peaked at $3.14M in Q1 2022. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Well Done LLC reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Well Done LLC sold 14,009 Phillips Edison & Co shares in Q4 2025, an estimated $481K.
Well Done LLC first reported a position in Phillips Edison & Co in Q1 2022 and held it in 15 quarters.
Well Done LLC's Phillips Edison & Co position peaked at $3.14M in Q1 2022.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Well Done LLC's 13F filing for Q4 2025, filed 13 Jan 2026.