Evercore Wealth Management, LLC Phillips Edison & Company, Inc. Transaction History

Evercore Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$33.1 - $36.16 $1.26 Million - $1.38 Million	-38,156 Reduced 76.07%	12,000 $402,000
Q2 2023 Aug 04, 2023	SELL	$28.14 - $34.09 $56,280 - $68,180	-2,000 Reduced 3.83%	50,156 $1.71 Million
Q1 2023 May 15, 2023	SELL	$30.04 - $34.47 $150,200 - $172,350	-5,000 Reduced 8.75%	52,156 $1.7 Million
Q4 2022 Feb 14, 2023	SELL	$28.0 - $33.27 $137,200 - $163,023	-4,900 Reduced 7.9%	57,156 $1.82 Million
Q3 2022 Nov 14, 2022	BUY	$27.33 - $35.13 $1.4 Million - $1.79 Million	51,056 Added 464.15%	62,056 $1.74 Million
Q2 2022 Aug 15, 2022	BUY	$31.26 - $36.04 $343,860 - $396,440	11,000 New	11,000 $368,000

425

95.6M

75.9K

1.1K

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...

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