A detailed history of M Holdings Securities, Inc. transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 17,260 shares of PECO stock, worth $678,835. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,260
Previous 25,227 31.58%
Holding current value
$678,835
Previous $824,000 21.0%
% of portfolio
0.16%
Previous 0.11%

Shares

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

Nov 12, 2024

SELL
$32.1 - $38.93 $255,740 - $310,155
-7,967 Reduced 31.58%
17,260 $651,000
Q2 2024

Aug 13, 2024

BUY
$30.93 - $35.07 $214,375 - $243,070
6,931 Added 37.88%
25,227 $824,000
Q1 2024

May 14, 2024

SELL
$34.3 - $36.64 $1,029 - $1,099
-30 Reduced 0.16%
18,296 $656,000
Q4 2023

Feb 14, 2024

SELL
$32.43 - $37.25 $97 - $111
-3 Reduced 0.02%
18,326 $669,000
Q3 2023

Feb 14, 2024

BUY
$33.1 - $36.16 $105,787 - $115,567
3,196 Added 21.12%
18,329 $615,000
Q2 2023

Sep 26, 2023

SELL
$28.14 - $34.09 $346,459 - $419,716
-12,312 Reduced 44.86%
15,133 $516,000
Q1 2023

May 15, 2023

SELL
$30.04 - $34.47 $510 - $585
-17 Reduced 0.06%
27,445 $889,000
Q4 2022

Feb 10, 2023

SELL
$28.0 - $33.27 $74,116 - $88,065
-2,647 Reduced 8.79%
27,462 $876,000
Q3 2022

Nov 16, 2022

SELL
$27.33 - $35.13 $5,466 - $7,026
-200 Reduced 0.66%
30,109 $845,000
Q2 2022

Aug 16, 2022

SELL
$31.26 - $36.04 $87,121 - $100,443
-2,787 Reduced 8.42%
30,309 $1.01 Million
Q1 2022

May 24, 2022

BUY
$30.58 - $35.22 $1.01 Million - $1.17 Million
33,096 New
33,096 $1.14 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 $4.59B
  • 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...
More about PECO
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