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Phillips Edison & Co shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 10k 34.33
2025-06-30 $351k 10k 35.03
2025-03-31 $365k 10k 36.49
2024-12-31 $375k 10k 37.46
2024-09-30 $378k 10k 37.71

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View all positions for Brass Tax Wealth Management

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
FMR
Geode Capital Management
Engineers Gate Manager
Charles Schwab Investment Management
Northern Trust
Balyasny Asset Management
Dimensional Fund Advisors
Duff & Phelps Investment Management
Macquarie Group
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Phillips Edison & Co