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Phillips Edison & Co shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 6.3k 34.33
2025-06-30 $219k 6.3k 35.03
2025-03-31 $228k 6.3k 36.49
2024-12-31 $234k 6.3k 37.46

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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
Dimensional Fund Advisors
Duff & Phelps Investment Management
Macquarie Group
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Phillips Edison & Co