PECO β€” PHILLIPS EDISON & CO INC

Ownership history in CERTIOR FINANCIAL GROUP, LLC  Β·  5 quarters on record

AI Ownership Summary

CERTIOR FINANCIAL GROUP, LLC reported PHILLIPS EDISON & CO INC (PECO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2024 Q4. The latest visible filing shows PECO at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PECO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CERTIOR FINANCIAL GROUP, LLC's position in PHILLIPS EDISON & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PECO was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CERTIOR FINANCIAL GROUP, LLC held PECO β€” position size vs. price
% of Fund (quarterly)    PECO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,511 -720 -2.7% 0.61% $907K 2026-02-14 (Est.) $37.98
2025 Q3 REDUCED 26,231 -3,243 -11.0% 0.60% $901K 2025-10-31 $33.34
2025 Q2 REDUCED 29,474 -1,664 -5.3% 0.77% $1.0M 2025-08-13 $33.25
2025 Q1 REDUCED 31,138 -2,721 -8.0% 0.92% $1.1M 2025-05-15 $34.73
2024 Q4 INITIATED 33,859 β€” β€” 1.10% $1.3M 2025-02-13 $35.72

🏒 Other funds also holding PECO

As of 2026 Q1 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 0.36% Pensionfund PDN 3Y 7Y 0.35% HIGHLINE WEALTH PARTNERS LLC 0.02% GAMMA Investing LLC 0.01%

FAQ About CERTIOR FINANCIAL GROUP, LLC and PECO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CERTIOR FINANCIAL GROUP, LLC reported owning PECO?

CERTIOR FINANCIAL GROUP, LLC reported PECO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PECO position in CERTIOR FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for PECO was 1.10% in 2024 Q4.

What is the latest reported PECO position on this page?

The most recent filing on this page is 2025 Q4, when CERTIOR FINANCIAL GROUP, LLC reported 25,511 shares, equal to 0.61% of portfolio, with an estimated market value of $907K.

What does the chart on this PECO ownership page compare?

The chart compares CERTIOR FINANCIAL GROUP, LLC's quarterly PECO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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