Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Advantage Trust »

Phillips Edison & Co shares owned by Advantage Trust

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Advantage Trust from 13F filings

Historical chart of Advantage Trust investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Phillips Edison & Co by Advantage Trust

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$122k	3.4k	35.87
2023-12-31	$124k	3.4k	36.48

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)

Vanguard Mid-Cap ETF Mid Cap Etf (VO)

Vanguard Growth ETF Growth Etf (VUG)

First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)

Vanguard Value ETF Value Etf (VTV)

Vanguard Information Technology ETF Inf Tech Etf (VGT)

Fidelity Enhanced International ETF Enhanced Intl (FENI)

JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)

Vanguard Real Estate ETF Real Estate Etf (VNQ)

IShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)

First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)

SPDR S&P Kensho New Economies Composite ETF S&p Kensho New (KOMP)

Vanguard Sector Index Health Care ETF Health Car Etf (VHT)

Defiance 5G Next Generation Connectivity ETF Defiance Next (FIVG)

IShares Biotechnology ETF Ishares Biotech (IBB)

View all positions for Advantage Trust

Top funds holding Phillips Edison & Co

Wellington Management Company

Massachusetts Financial Services

Charles Schwab Investment Management

Norges Bank Investment Management

Legal & General Group

Bank of New York Mellon

Dimensional Fund Advisors

Jpmorgan Chase & Co

Ubs Global Asset Management Americas

Henderson Group

Holocene Advisors

Principal Financial Group

Citadel Advisors

Cambridge Investment Research Advisors

View all funds holding Phillips Edison & Co

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z