Phillips Edison & Co shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $235k | 6.3k | 37.42 |
| 2025-12-31 | $262k | 7.4k | 35.57 |
| 2025-09-30 | $253k | 7.4k | 34.33 |
| 2025-06-30 | $260k | 7.4k | 35.18 |
| 2025-03-31 | $272k | 7.4k | 36.86 |
| 2024-12-31 | $221k | 5.9k | 37.46 |