Phillips Edison & Co shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips Edison & Co by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.5M | 41k | 36.59 |
| 2024-12-31 | $2.5M | 68k | 37.46 |
| 2024-09-30 | $2.5M | 67k | 37.71 |
| 2024-06-30 | $2.4M | 72k | 32.75 |
| 2024-03-31 | $2.5M | 71k | 35.97 |
| 2023-12-31 | $2.6M | 71k | 36.54 |
| 2023-09-30 | $2.1M | 63k | 33.54 |
| 2023-06-30 | $2.4M | 70k | 34.17 |
| 2023-03-31 | $2.2M | 67k | 32.64 |
| 2022-12-31 | $2.2M | 68k | 31.86 |
| 2022-09-30 | $1.9M | 69k | 28.15 |
| 2022-06-30 | $2.5M | 75k | 33.51 |
| 2022-03-31 | $1.9M | 54k | 34.37 |