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Phillips Edison & Co shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips Edison & Co by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 60 37.23

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Vanguard Portfolio Management
State Street Corporation
Wellington Management Company
Vanguard Capital Management
FMR
Geode Capital Management
Canada Pension Plan Investment Board
Charles Schwab Investment Management
Engineers Gate Manager
Dimensional Fund Advisors
Duff & Phelps Investment Management
Goldman Sachs Group
Northern Trust

View all funds holding Phillips Edison & Co