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Phillips Edison & Co shares owned by McAdam

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

Historical chart of McAdam investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by McAdam

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 171k 35.87
2023-12-31 $6.4M 177k 36.48
2023-09-30 $6.0M 179k 33.54
2023-06-30 $6.8M 198k 34.08
2023-03-31 $8.0M 245k 32.62
2022-09-30 $7.6M 271k 28.05
2022-06-30 $8.7M 261k 33.41
2022-03-31 $10M 295k 34.39

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

Top funds holding Phillips Edison & Co

Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Henderson Group
Holocene Advisors
Principal Financial Group
Citadel Advisors
Cambridge Investment Research Advisors

View all funds holding Phillips Edison & Co