Phillips Edison & Co shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips Edison & Co by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $533k | 16k | 34.20 |
| 2023-12-31 | $558k | 15k | 36.48 |
| 2023-09-30 | $638k | 18k | 34.70 |
| 2023-06-30 | $770k | 23k | 33.43 |
| 2023-03-31 | $869k | 27k | 32.62 |
| 2022-12-31 | $1.0M | 32k | 31.84 |
| 2022-09-30 | $898k | 32k | 28.06 |
| 2022-06-30 | $1.1M | 32k | 33.49 |
| 2022-03-31 | $1.1M | 32k | 34.48 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services