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Phillips Edison & Co shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Vivaldi Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $376k 11k 34.47
2023-09-30 $362k 11k 33.54
2023-06-30 $368k 11k 34.08
2023-03-31 $352k 11k 32.62
2022-12-31 $345k 11k 31.93
2022-09-30 $306k 11k 28.36

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View all positions for Vivaldi Capital Management

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Wellington Management Company
Massachusetts Financial Services
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Henderson Group
Jpmorgan Chase & Co
Holocene Advisors
Principal Financial Group
Citadel Advisors

View all funds holding Phillips Edison & Co