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Phillips Edison & Co shares owned by Independent Financial Group

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 75k 37.42
2025-09-30 $2.8M 81k 34.33
2025-06-30 $2.7M 77k 35.03
2025-03-31 $4.1M 113k 36.49
2024-12-31 $6.1M 163k 37.46
2024-09-30 $5.2M 137k 37.71
2024-06-30 $5.3M 161k 32.71
2024-03-31 $6.6M 184k 35.87
2023-12-31 $6.6M 180k 36.48
2023-09-30 $8.4M 250k 33.54
2023-06-30 $7.2M 212k 34.08
2023-03-31 $6.8M 207k 32.62
2022-12-31 $6.8M 213k 31.84
2022-09-30 $6.3M 226k 28.05
2022-06-30 $6.1M 182k 33.41
2022-03-31 $6.3M 183k 34.39
2021-12-31 $397k 12k 33.04
2021-09-30 $369k 12k 30.71