Phillips Edison & Co shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 6.0k | 33.74 |
| 2025-06-30 | $207k | 6.0k | 34.55 |
| 2025-03-31 | $211k | 6.0k | 35.05 |
| 2024-12-31 | $264k | 7.4k | 35.56 |
| 2024-09-30 | $279k | 7.5k | 36.99 |
| 2024-06-30 | $255k | 7.5k | 33.81 |
| 2024-03-31 | $249k | 7.5k | 33.02 |
| 2023-12-31 | $268k | 7.5k | 35.55 |
| 2023-09-30 | $264k | 7.5k | 34.98 |
| 2023-06-30 | $252k | 7.5k | 33.43 |
| 2023-03-31 | $240k | 7.5k | 31.88 |
| 2022-12-31 | $266k | 8.4k | 31.73 |
| 2022-09-30 | $632k | 12k | 53.45 |
| 2022-06-30 | $471k | 14k | 34.04 |
| 2022-03-31 | $481k | 14k | 34.39 |
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