Phillips Edison & Co shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Phillips Edison & Co
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All positions including Phillips Edison & Co held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips Edison & Co by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 42k | 34.33 |
| 2025-06-30 | $1.5M | 42k | 35.03 |
| 2025-03-31 | $1.5M | 42k | 36.49 |
| 2024-12-31 | $1.6M | 42k | 37.46 |
| 2024-09-30 | $1.6M | 42k | 37.71 |
| 2024-06-30 | $664k | 42k | 15.89 |
| 2024-03-31 | $1.5M | 42k | 35.87 |
| 2023-12-31 | $1.5M | 42k | 36.48 |
| 2023-09-30 | $1.4M | 42k | 33.54 |
| 2023-06-30 | $1.4M | 42k | 34.08 |
| 2023-03-31 | $1.4M | 42k | 32.62 |
| 2022-12-31 | $1.3M | 42k | 31.84 |
| 2022-09-30 | $1.2M | 42k | 28.06 |
| 2022-06-30 | $1.4M | 42k | 33.40 |
| 2022-03-31 | $1.4M | 42k | 34.38 |