A detailed history of Calton & Associates, Inc. transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Calton & Associates, Inc. holds 39,865 shares of PECO stock, worth $1.3 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
39,865
Previous 48,290 17.45%
Holding current value
$1.3 Million
Previous $1.76 Million 18.85%
% of portfolio
0.7%
Previous 0.71%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$34.3 - $36.64 $288,977 - $308,692
-8,425 Reduced 17.45%
39,865 $1.43 Million
Q4 2023

Feb 07, 2024

BUY
$32.43 - $37.25 $1.02 Million - $1.17 Million
31,335 Added 184.81%
48,290 $1.76 Million
Q3 2023

Nov 01, 2023

SELL
$33.1 - $36.16 $1.17 Million - $1.27 Million
-35,200 Reduced 67.49%
16,955 $568,000
Q2 2023

Jul 24, 2023

SELL
$28.14 - $34.09 $43,335 - $52,498
-1,540 Reduced 2.87%
52,155 $1.78 Million
Q1 2023

Apr 19, 2023

SELL
$30.04 - $34.47 $157,890 - $181,174
-5,256 Reduced 8.92%
53,695 $1.75 Million
Q4 2022

Jan 18, 2023

BUY
$28.0 - $33.27 $762,832 - $906,407
27,244 Added 85.92%
58,951 $0
Q3 2022

Oct 31, 2022

BUY
$27.33 - $35.13 $241,624 - $310,584
8,841 Added 38.66%
31,707 $889,000
Q2 2022

Jul 12, 2022

BUY
$31.26 - $36.04 $38,293 - $44,149
1,225 Added 5.66%
22,866 $763,000
Q1 2022

Apr 26, 2022

BUY
$30.58 - $35.22 $661,781 - $762,196
21,641 New
21,641 $744,000

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 $3.82B
  • 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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