A detailed history of Belpointe Asset Management LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Belpointe Asset Management LLC holds 6,689 shares of PECO stock, worth $249,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,689
Previous 6,689 -0.0%
Holding current value
$249,232
Previous $239,000 8.79%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$32.43 - $37.25 $889,879 - $1.02 Million
-27,440 Reduced 80.4%
6,689 $244,000
Q3 2023

Nov 15, 2023

SELL
$33.1 - $36.16 $58,090 - $63,460
-1,755 Reduced 4.89%
34,129 $1.14 Million
Q2 2023

Aug 14, 2023

SELL
$28.14 - $34.09 $146,553 - $177,540
-5,208 Reduced 12.67%
35,884 $1.22 Million
Q1 2023

May 15, 2023

BUY
$30.04 - $34.47 $48,995 - $56,220
1,631 Added 4.13%
41,092 $1.34 Million
Q4 2022

Feb 08, 2023

BUY
$28.0 - $33.27 $21,252 - $25,251
759 Added 1.96%
39,461 $1.26 Million
Q3 2022

Nov 14, 2022

SELL
$27.33 - $35.13 $155,371 - $199,714
-5,685 Reduced 12.81%
38,702 $1.09 Million
Q2 2022

Aug 02, 2022

SELL
$31.26 - $36.04 $2,938 - $3,387
-94 Reduced 0.21%
44,387 $1.48 Million
Q1 2022

Apr 28, 2022

BUY
$30.58 - $35.22 $1.36 Million - $1.57 Million
44,481 New
44,481 $1.53 Million

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.35B
  • 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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