Phillips Edison & Co shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Phillips Edison & Co
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Quarterly reported holdings in Phillips Edison & Co by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 111k | 34.33 |
| 2025-06-30 | $4.1M | 116k | 35.03 |
| 2025-03-31 | $4.3M | 118k | 36.49 |
| 2024-12-31 | $4.4M | 117k | 37.46 |
| 2024-09-30 | $2.9M | 76k | 37.71 |
| 2024-06-30 | $2.7M | 83k | 32.71 |
| 2024-03-31 | $3.0M | 84k | 35.87 |
| 2023-12-31 | $3.1M | 86k | 36.48 |