Soltis Investment Advisors LLC Phillips Edison & Company, Inc. Transaction History

Soltis Investment Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$32.43 - $37.25 $114,121 - $131,082	-3,519 Reduced 35.69%	6,340 $231,000
Q3 2023 Nov 08, 2023	SELL	$33.1 - $36.16 $28,697 - $31,350	-867 Reduced 8.08%	9,859 $330,000
Q2 2023 Aug 08, 2023	SELL	$28.14 - $34.09 $292,881 - $354,808	-10,408 Reduced 49.25%	10,726 $365,000
Q1 2023 May 03, 2023	SELL	$30.04 - $34.47 $82,489 - $94,654	-2,746 Reduced 11.5%	21,134 $689,000
Q4 2022 Feb 09, 2023	SELL	$28.0 - $33.27 $9,156 - $10,879	-327 Reduced 1.35%	23,880 $760,000
Q2 2022 Aug 11, 2022	SELL	$31.26 - $36.04 $276,307 - $318,557	-8,839 Reduced 26.75%	24,207 $809,000
Q1 2022 May 06, 2022	BUY	$30.58 - $35.22 $1.01 Million - $1.16 Million	33,046 New	33,046 $1.14 Million

425

95.6M

75.9K

1.1K

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.54B
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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