A detailed history of Independent Advisor Alliance transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 10,303 shares of PECO stock, worth $368,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,303
Previous 12,649 18.55%
Holding current value
$368,744
Previous $413,000 6.05%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$32.1 - $38.93 $75,306 - $91,329
-2,346 Reduced 18.55%
10,303 $388,000
Q1 2024

May 08, 2024

SELL
$34.3 - $36.64 $38,278 - $40,890
-1,116 Reduced 8.11%
12,649 $453,000
Q4 2023

Feb 08, 2024

BUY
$32.43 - $37.25 $106,467 - $122,291
3,283 Added 31.32%
13,765 $502,000
Q3 2023

Oct 24, 2023

SELL
$33.1 - $36.16 $3,607 - $3,941
-109 Reduced 1.03%
10,482 $351,000
Q2 2023

Jul 28, 2023

BUY
$28.14 - $34.09 $31,319 - $37,942
1,113 Added 11.74%
10,591 $360,000
Q1 2023

May 12, 2023

BUY
$30.04 - $34.47 $284,719 - $326,706
9,478 New
9,478 $309,000
Q3 2022

Nov 04, 2022

SELL
$27.33 - $35.13 $5,466 - $7,026
-200 Reduced 2.07%
9,478 $266,000
Q2 2022

Aug 04, 2022

BUY
$31.26 - $36.04 $302,534 - $348,795
9,678 New
9,678 $323,000

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 $4.18B
  • 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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