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Phillips Edison & Co shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Phillips Edison & Co by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 297 37.76
2024-06-30 $9.7k 295 32.78
2024-03-31 $13k 344 36.22

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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