Phillips Edison & Co shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 8.1k | 34.33 |
| 2025-06-30 | $285k | 8.1k | 35.03 |
| 2025-03-31 | $253k | 6.9k | 36.49 |
| 2024-12-31 | $226k | 6.0k | 37.46 |
| 2024-09-30 | $379k | 10k | 37.71 |
| 2024-06-30 | $229k | 7.0k | 32.71 |
| 2024-03-31 | $252k | 7.0k | 35.87 |
| 2023-12-31 | $256k | 7.0k | 36.48 |
| 2023-09-30 | $305k | 9.1k | 33.54 |
| 2023-06-30 | $239k | 7.0k | 34.08 |
| 2023-03-31 | $229k | 7.0k | 32.62 |
| 2022-12-31 | $290k | 9.1k | 31.84 |
| 2022-09-30 | $4.9M | 174k | 28.05 |
| 2022-06-30 | $341k | 10k | 33.45 |
| 2022-03-31 | $261k | 7.6k | 34.33 |
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