Purchases and Sales Made in Q1 2025 in Phillips Edison & Company, Inc. (PECO)
This table provides information about the institutional ownership of Phillips Edison & Company, Inc. (PECO) during Q1 2025. The information is specifically focused on institutions that hold shares of Phillips Edison & Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-23.8K- 7.85% |
$821K - $894K
|
280K
$9.85M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-26.1K- 2.37% |
$899K - $979K
|
1.08M
$37.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.4K- 38.97% |
$908K - $989K
|
41.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-37K- 11.75% |
$1.27M - $1.39M
|
277K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.7K- 41.11% |
$1.3M - $1.41M
|
54K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39K- 9.58% |
$1.34M - $1.46M
|
368K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 4.06% |
$1.46M - $1.59M
|
1.01M
$35.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47.6K- 6.13% |
$1.64M - $1.79M
|
730K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-49.9K- 89.77% |
$1.72M - $1.87M
|
5.69K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Aew Capital Management L P
|
SELL
|
- |
-53.1K- 8.45% |
$1.83M - $1.99M
|
575K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-69.6K- 20.87% |
$2.4M - $2.61M
|
264K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.3K- 1.31% |
$3.28M - $3.57M
|
7.18M
$253M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-110K- 97.26% |
$3.79M - $4.13M
|
3.1K
$109K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-119K- 83.77% |
$4.09M - $4.45M
|
23K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-208K- 11.97% |
$7.16M - $7.8M
|
1.53M
$53.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-261K- 18.88% |
$8.99M - $9.79M
|
1.12M
$39.5M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-650K- 82.68% |
$22.4M - $24.4M
|
136K
$4.79M
|