Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PECO overview All 13F holders of PECO Full Q2 2026 holdings

Shares (Q2 2026): 15,992
Value: $665.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of PECO by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,992	$665.6K	<0.1%	+987+6.6%	Added	Holders
Q1 2026	15,005	$561.5K	<0.1%	+15,005	New	Holders
Q3 2023	0	$0	0.0%	−5,897−100.0%	Sold out	Holders
Q2 2023	5,897	$201.0K	<0.1%	+5,897	New	Holders