Phillips Edison & Co shares owned by AE Wealth Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Phillips Edison & Co
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All positions including Phillips Edison & Co held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips Edison & Co by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 46k | 34.33 |
| 2025-06-30 | $1.3M | 37k | 35.03 |
| 2025-03-31 | $1.5M | 40k | 36.86 |
| 2024-12-31 | $1.6M | 44k | 37.46 |
| 2024-09-30 | $1.5M | 39k | 37.71 |
| 2024-06-30 | $1.3M | 40k | 32.75 |
| 2024-03-31 | $1.2M | 33k | 36.22 |
| 2023-12-31 | $11M | 312k | 35.47 |
| 2023-09-30 | $11M | 333k | 33.54 |
| 2023-06-30 | $10M | 301k | 34.04 |
| 2023-03-31 | $11M | 323k | 32.63 |
| 2022-12-31 | $10M | 325k | 31.84 |
| 2022-09-30 | $8.8M | 315k | 28.05 |
| 2022-06-30 | $11M | 336k | 33.41 |