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Phillips Edison & Co shares owned by Integrated Wealthcare

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

Historical chart of Integrated Wealthcare investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Integrated Wealthcare

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 7.5k 35.57

More positions owned by Integrated Wealthcare

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Integrated Wealthcare

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
FMR
Geode Capital Management
Charles Schwab Investment Management
Engineers Gate Manager
Norges Bank Investment Management
Balyasny Asset Management
Dimensional Fund Advisors
Duff & Phelps Investment Management
Northern Trust
Jpmorgan Chase & Co
Nuveen

View all funds holding Phillips Edison & Co