Phillips Edison & Co shares owned by Creative Planning
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 58k | 34.33 |
| 2025-06-30 | $2.0M | 56k | 35.03 |
| 2025-03-31 | $1.9M | 53k | 36.49 |
| 2024-12-31 | $2.2M | 58k | 37.46 |
| 2024-09-30 | $1.8M | 49k | 37.71 |
| 2024-06-30 | $1.6M | 50k | 32.71 |
| 2024-03-31 | $1.8M | 51k | 35.87 |
| 2023-12-31 | $2.0M | 55k | 36.48 |
| 2023-09-30 | $1.8M | 53k | 33.54 |
| 2023-06-30 | $1.8M | 53k | 34.08 |
| 2023-03-31 | $1.7M | 52k | 32.62 |
| 2022-12-31 | $1.7M | 52k | 31.84 |
| 2022-09-30 | $1.5M | 55k | 28.05 |
| 2022-06-30 | $1.9M | 57k | 33.41 |
| 2022-03-31 | $2.0M | 58k | 34.40 |