Phillips Edison & Co shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $880k | 26k | 34.33 |
| 2025-06-30 | $803k | 23k | 35.02 |
| 2025-03-31 | $837k | 23k | 36.51 |
| 2024-12-31 | $858k | 23k | 37.42 |
| 2024-09-30 | $1.1M | 28k | 37.48 |
| 2024-03-31 | $1.1M | 31k | 35.87 |
| 2023-12-31 | $1.1M | 30k | 36.48 |
| 2023-09-30 | $988k | 30k | 33.54 |
| 2023-06-30 | $3.2M | 93k | 34.08 |
| 2022-06-30 | $543k | 16k | 33.38 |
| 2022-03-31 | $643k | 19k | 34.41 |