C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Phillips Edison & Co shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 5.4k 37.42

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Spdr Series Trust State Street Spd (SPYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Vanguard Portfolio Management
State Street Corporation
Wellington Management Company
Vanguard Capital Management
FMR
Geode Capital Management
Canada Pension Plan Investment Board
Charles Schwab Investment Management
Engineers Gate Manager
Dimensional Fund Advisors
Duff & Phelps Investment Management
Goldman Sachs Group
Northern Trust

View all funds holding Phillips Edison & Co