A detailed history of Creative Planning transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Creative Planning holds 50,214 shares of PECO stock, worth $1.89 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50,214
Previous 51,056 1.65%
Holding current value
$1.89 Million
Previous $1.83 Million 10.32%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$30.93 - $35.07 $26,043 - $29,528
-842 Reduced 1.65%
50,214 $1.64 Million
Q1 2024

May 10, 2024

SELL
$34.3 - $36.64 $141,007 - $150,627
-4,111 Reduced 7.45%
51,056 $1.83 Million
Q4 2023

Feb 14, 2024

BUY
$32.43 - $37.25 $63,076 - $72,451
1,945 Added 3.65%
55,167 $2.01 Million
Q3 2023

Nov 16, 2023

BUY
$33.1 - $36.16 $19,164 - $20,936
579 Added 1.1%
53,222 $1.79 Million
Q2 2023

Jul 21, 2023

BUY
$28.14 - $34.09 $16,349 - $19,806
581 Added 1.12%
52,643 $1.79 Million
Q1 2023

May 15, 2023

BUY
$30.04 - $34.47 $3,935 - $4,515
131 Added 0.25%
52,062 $1.7 Million
Q4 2022

Feb 10, 2023

SELL
$28.0 - $33.27 $81,144 - $96,416
-2,898 Reduced 5.29%
51,931 $1.65 Million
Q3 2022

Nov 03, 2022

SELL
$27.33 - $35.13 $56,463 - $72,578
-2,066 Reduced 3.63%
54,829 $1.54 Million
Q2 2022

Aug 15, 2022

SELL
$31.26 - $36.04 $44,608 - $51,429
-1,427 Reduced 2.45%
56,895 $1.9 Million
Q1 2022

May 16, 2022

BUY
$30.58 - $35.22 $1.78 Million - $2.05 Million
58,322 New
58,322 $2.01 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 $4.4B
  • 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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