Cwm, LLC Phillips Edison & Company, Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Cwm, LLC holds 26,185 shares of PECO stock, worth $900,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares

26,185

Previous 19,777 32.4%

Holding current value

$900,240

Previous $693,000 29.73%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$33.04 - $36.15 $211,720 - $231,649	6,408 Added 32.4%	26,185 $899,000
Q2 2025 Jul 25, 2025	BUY	$33.53 - $37.33 $12,909 - $14,372	385 Added 1.99%	19,777 $693,000
Q1 2025 May 01, 2025	SELL	$34.43 - $37.49 $65,899 - $71,755	-1,914 Reduced 8.98%	19,392 $708,000
Q4 2024 Feb 04, 2025	BUY	$35.96 - $39.8 $216,335 - $239,436	6,016 Added 39.35%	21,306 $798,000
Q3 2024 Oct 08, 2024	SELL	$32.1 - $38.93 $60,059 - $72,838	-1,871 Reduced 10.9%	15,290 $577,000
Q2 2024 Jul 09, 2024	SELL	$30.93 - $35.07 $372,118 - $421,927	-12,031 Reduced 41.21%	17,161 $561,000
Q1 2024 Apr 05, 2024	BUY	$34.3 - $36.64 $43,320 - $46,276	1,263 Added 4.52%	29,192 $1.05 Million
Q4 2023 Feb 01, 2024	SELL	$32.43 - $37.25 $122,715 - $140,954	-3,784 Reduced 11.93%	27,929 $1.02 Million
Q3 2023 Oct 11, 2023	SELL	$33.1 - $36.16 $399,715 - $436,668	-12,076 Reduced 27.58%	31,713 $1.06 Million
Q2 2023 Aug 03, 2023	SELL	$28.14 - $34.09 $623,216 - $754,991	-22,147 Reduced 33.59%	43,789 $1.49 Million
Q1 2023 Apr 28, 2023	SELL	$30.04 - $34.47 $359,759 - $412,812	-11,976 Reduced 15.37%	65,936 $2.15 Million
Q4 2022 Feb 01, 2023	SELL	$28.0 - $33.27 $251,748 - $299,130	-8,991 Reduced 10.35%	77,912 $2.48 Million
Q3 2022 Oct 27, 2022	SELL	$27.33 - $35.13 $137,797 - $177,125	-5,042 Reduced 5.48%	86,903 $2.44 Million
Q2 2022 Jul 28, 2022	BUY	$31.26 - $36.04 $2.87 Million - $3.31 Million	91,945 New	91,945 $3.07 Million
Q1 2022 Apr 21, 2022	SELL	$30.58 - $35.22 $10,978 - $12,643	-359 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$30.14 - $34.22 $10,820 - $12,284	359 New	359 $12,000

Others Institutions Holding PECO

# of Institutions

453

Shares Held

106M

Call Options Held

30.9K

Put Options Held

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 $4.01B
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...

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