Avion Wealth Phillips Edison & Company, Inc. Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Avion Wealth holds 15 shares of PECO stock, worth $507. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$507

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$33.04 - $36.15 $495 - $542	15 New	15 $0
Q3 2023 Oct 20, 2023	BUY	$33.1 - $36.16 $496 - $542	15 New	15 $0

Others Institutions Holding PECO

# of Institutions

447

Shares Held

105M

Call Options Held

30.9K

Put Options Held

Black Rock Inc. New York, NY

21.4M
Shares

$725 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

20.4M
Shares

$691 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

7.48M
Shares

$253 Million
0.05% of portfolio
State Street Corp Boston, MA

7.35M
Shares

$249 Million
0.01% of portfolio
Geode Capital Management, LLC Boston, MA

3.4M
Shares

$115 Million
0.01% of portfolio

View Full List

About Phillips Edison & Company, Inc.

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $3.95B
Description
Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...

More about PECO

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