Capital Advisory Group Advisory Services, LLC Phillips Edison & Company, Inc. Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$27.33 - $35.13 $9,374 - $12,049	343 Added 4.64%	7,730 $217,000
Q1 2022 Apr 29, 2022	BUY	$30.58 - $35.22 $225,894 - $260,170	7,387 New	7,387 $254,000

Others Institutions Holding PECO

# of Institutions

425

Shares Held

95.6M

Call Options Held

75.9K

Put Options Held

1.1K

Black Rock Inc. New York, NY

21.4M
Shares

$842 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

19.2M
Shares

$757 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

7.38M
Shares

$290 Million
0.05% of portfolio
State Street Corp Boston, MA

7.07M
Shares

$278 Million
0.01% of portfolio
Geode Capital Management, LLC Boston, MA

3.19M
Shares

$125 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 $4.59B
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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