A detailed history of Capital Asset Advisory Services LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 13,189 shares of PECO stock, worth $478,760. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,189
Previous 13,395 1.54%
Holding current value
$478,760
Previous $505,000 2.18%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$35.96 - $39.8 $7,407 - $8,198
-206 Reduced 1.54%
13,189 $494,000
Q2 2024

Jul 24, 2024

SELL
$30.93 - $35.07 $67,829 - $76,908
-2,193 Reduced 14.07%
13,395 $438,000
Q1 2024

Apr 16, 2024

BUY
$34.3 - $36.64 $10,461 - $11,175
305 Added 2.0%
15,588 $559,000
Q4 2023

Jan 09, 2024

SELL
$32.43 - $37.25 $100,760 - $115,735
-3,107 Reduced 16.9%
15,283 $557,000
Q3 2023

Oct 18, 2023

SELL
$33.1 - $36.16 $153,286 - $167,456
-4,631 Reduced 20.12%
18,390 $616,000
Q2 2023

Aug 02, 2023

SELL
$28.14 - $34.09 $101,500 - $122,962
-3,607 Reduced 13.55%
23,021 $784,000
Q1 2023

May 12, 2023

SELL
$30.04 - $34.47 $146,174 - $167,731
-4,866 Reduced 15.45%
26,628 $868,000
Q4 2022

Mar 08, 2023

SELL
$28.0 - $33.27 $14,364 - $17,067
-513 Reduced 1.6%
31,494 $1 Million
Q2 2022

Aug 11, 2022

SELL
$31.26 - $36.04 $6,845 - $7,892
-219 Reduced 0.68%
32,007 $1.07 Million
Q1 2022

Apr 29, 2022

BUY
$30.58 - $35.22 $985,471 - $1.13 Million
32,226 New
32,226 $1.11 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 $4.24B
  • 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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