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Creative Planning PECO Position History
Phillips Edison & Company, Inc. • Real Estate
Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $1K |
| Q4 2025 | $2.4M |
| Q1 2026 | $3.2M |
| Q2 2026 | $4K |
| Q2 2026 | $4M |
| Q3 2026 | $4K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 98.8K | — | — |
| Q3 2026 | $4K | 101 | — | — |
| Q2 2026 | $4M | 96.2K | — | — |
| Q2 2026 | $4K | 101 | — | — |
| Q1 2026 | $3.2M | 86.2K | — | — |
| Q4 2025 | $2.4M | 68.4K | — | — |
| Q3 2025 | $1K | 32 | — | — |
| Q3 2025 | $2M | 57.6K | — | — |
Other funds holding PECO
$464.3M
$304.2M
$304.2M
$267.6M
$157.4M
$115.6M
$75.4M