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Phillips Edison & Co shares owned by Curio Wealth

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

Historical chart of Curio Wealth investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 591 34.33
2025-06-30 $21k 591 35.03
2025-03-31 $22k 1 22139.00
2024-12-31 $22k 591 37.46

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Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

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