Nelson, Van Denburg & Campbell Wealth Management Group, LLC Phillips Edison & Company, Inc. Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$34.3 - $36.64 $823 - $879	24 New	24 $0
Q2 2023 Jul 19, 2023	BUY	$28.14 - $34.09 $281 - $340	10 Added 1.0%	1,009 $34,000
Q1 2023 May 10, 2023	SELL	$30.04 - $34.47 $6,278 - $7,204	-209 Reduced 17.3%	999 $32,000
Q4 2022 Feb 14, 2023	SELL	$28.0 - $33.27 $2,464 - $2,927	-88 Reduced 6.79%	1,208 $38,000
Q3 2022 Oct 26, 2022	SELL	$27.33 - $35.13 $34,900 - $44,861	-1,277 Reduced 49.63%	1,296 $36,000
Q2 2022 Aug 10, 2022	SELL	$31.26 - $36.04 $30,916 - $35,643	-989 Reduced 27.77%	2,573 $85,000
Q1 2022 May 13, 2022	BUY	$30.58 - $35.22 $108,925 - $125,453	3,562 New	3,562 $122,000

Others Institutions Holding PECO

# of Institutions

425

Shares Held

95.6M

Call Options Held

75.9K

Put Options Held

1.1K

Black Rock Inc. New York, NY

21.4M
Shares

$835 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

19.2M
Shares

$751 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

7.38M
Shares

$288 Million
0.05% of portfolio
State Street Corp Boston, MA

7.07M
Shares

$276 Million
0.01% of portfolio
Geode Capital Management, LLC Boston, MA

3.19M
Shares

$124 Million
0.01% of portfolio

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 $4.55B
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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