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Phillips Edison & Co shares owned by Ratio Wealth Group

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

Historical chart of Ratio Wealth Group investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 5.8k 35.87
2022-06-30 $224k 6.7k 33.41
2022-03-31 $336k 9.8k 34.39

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Wellington Management Company
State Street Corporation
Geode Capital Management
FMR
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

View all funds holding Phillips Edison & Co