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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
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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds 24 Trm Hg (IBHD)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for PFG Private Wealth Management

Top funds holding Phillips Edison & Co

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

View all funds holding Phillips Edison & Co