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Phillips Edison & Company (PECO) Institutional ownership

Company Profile

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Beacon Capital Management 2.64 k 27 Jan 23 31 Dec 22 2.64 k 0% 30 Sep 22
13F-HR
Advisory Resource 66.22 k 27 Jan 23 31 Dec 22 67.19 k -1% 30 Sep 22
13F-HR
First Personal Financial Services 522.00 27 Jan 23 31 Dec 22 522.00 0% 30 Sep 22
13F-HR
RWM Asset Management 4.34 k 26 Jan 23 31 Dec 22 4.01 k +8% 30 Sep 22
13F-HR
CENTRAL TRUST 1.73 k 26 Jan 23 31 Dec 22 1.73 k 0% 30 Sep 22
13F-HR
FirstPurpose Wealth 151.49 k 26 Jan 23 31 Dec 22 154.56 k -2% 30 Sep 22
13F-HR
Baker Tilly Financial 7.10 k 26 Jan 23 31 Dec 22 0.00 +∞% 30 Sep 22
13F-HR
Johnson Midwest Financial 20.50 k 26 Jan 23 31 Dec 22 20.50 k 0% 30 Sep 22
13F-HR
Dupont Capital Management 15.61 k 26 Jan 23 31 Dec 22 16.93 k -8% 30 Sep 22
13F-HR
Jackson, Grant Investment Advisers 716.00 26 Jan 23 31 Dec 22 716.00 0% 30 Sep 22

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

PECO 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Institutional ownership (% of outstanding shares)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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