Phillips Edison & Co shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Phillips Edison & Co
Tip: Access up to 7 years of quarterly data
All positions including Phillips Edison & Co held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips Edison & Co by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $580k | 17k | 34.33 |
| 2025-06-30 | $636k | 18k | 35.03 |
| 2025-03-31 | $813k | 22k | 36.49 |
| 2024-12-31 | $828k | 22k | 37.46 |
| 2024-09-30 | $828k | 22k | 37.71 |
| 2024-06-30 | $774k | 24k | 32.71 |
| 2024-03-31 | $842k | 24k | 35.87 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management