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Phillips Edison & Co shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 43k 37.42
2025-12-31 $1.5M 43k 35.57

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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
Charles Schwab Investment Management
Engineers Gate Manager
Dimensional Fund Advisors
Duff & Phelps Investment Management
Balyasny Asset Management
Northern Trust
Canada Pension Plan Investment Board

View all funds holding Phillips Edison & Co