Phillips Edison & Co shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $512k | 14k | 36.49 |
| 2024-12-31 | $526k | 14k | 37.46 |
| 2024-09-30 | $529k | 14k | 37.71 |
| 2024-06-30 | $469k | 14k | 32.71 |
| 2024-03-31 | $450k | 13k | 35.87 |
| 2023-12-31 | $560k | 15k | 36.48 |
| 2023-09-30 | $515k | 15k | 33.54 |
| 2023-06-30 | $534k | 16k | 34.08 |
| 2023-03-31 | $529k | 16k | 32.62 |
| 2022-12-31 | $531k | 17k | 31.84 |
| 2022-09-30 | $467k | 17k | 28.02 |
| 2022-06-30 | $557k | 17k | 33.42 |
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