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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-09-30 $2.9M 76k 37.71
2024-03-31 $2.8M 86k 32.89

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Top funds holding Phillips Edison & Co

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Macquarie Group
Alyeska Investment Group
Dimensional Fund Advisors
Northern Trust
Centersquare Investment Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Morgan Stanley
Duff & Phelps Investment Management

View all funds holding Phillips Edison & Co