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Phillips Edison & Co shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private Wealth Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by PFG Private 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $60k 1.6k 36.49
2024-12-31 $61k 1.6k 37.46
2024-09-30 $62k 1.6k 37.71
2024-06-30 $62k 1.9k 32.71

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2033 (IBDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for PFG Private Wealth Management

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
State Street Corporation
Wellington Management Company
FMR
Geode Capital Management
Engineers Gate Manager
Charles Schwab Investment Management
Northern Trust
Balyasny Asset Management
Duff & Phelps Investment Management
Dimensional Fund Advisors
Macquarie Group
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Phillips Edison & Co