Ep Wealth Advisors, LLC Phillips Edison & Company, Inc. Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,479 shares of PECO stock, worth $341,907. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,479
Previous 8,607
10.13%
Holding current value
$341,907
Previous $322,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PECO
# of Institutions
443Shares Held
101MCall Options Held
50.4KPut Options Held
4.2K-
Black Rock Inc. New York, NY21.4MShares$772 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA19.7MShares$711 Million0.01% of portfolio
-
State Street Corp Boston, MA7.18MShares$259 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA7.05MShares$254 Million0.05% of portfolio
-
Geode Capital Management, LLC Boston, MA3.33MShares$120 Million0.01% of portfolio
About Phillips Edison & Company, Inc.
- Ticker PECO
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 116,700,000
- Market Cap $4.21B
- 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...