Capital Performance Advisors LLP

SEC CIK: 0001905663
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by Capital Performance Advisors LLP, 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): 42,705
Value: $1.78M
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of PECO by Capital Performance Advisors LLP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,705	$1.78M	0.1%	−467−1.1%	Reduced	Holders
Q1 2026	43,172	$1.62M	0.1%	+420+1.0%	Added	Holders
Q4 2025	42,752	$1.52M	0.1%	+42,752	New	Holders