Diversify Wealth Management »

Phillips Edison & Co shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips Edison & Co by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 43k 33.88
2025-06-30 $2.0M 58k 33.77
2025-03-31 $2.6M 74k 34.95
2024-12-31 $2.8M 78k 35.56
2024-09-30 $3.1M 85k 37.01
2024-06-30 $2.9M 87k 33.91

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify 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