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Phillips Edison & Co shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Phillips Edison & Co (PECO) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Phillips Edison & Co

Tip: Access up to 7 years of quarterly data

All positions including Phillips Edison & Co held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips Edison & Co by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $17k 506 33.60
2022-03-31 $17k 506 33.60

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View all positions for Lake Point Wealth Management

Top funds holding Phillips Edison & Co

BlackRock
Vanguard Group
Wellington Management Company
FMR
Massachusetts Financial Services
Geode Capital Management
Charles Schwab Investment Management
Northern Trust
Cetera Investment Advisers
Legal & General Group
Bank of New York Mellon
Dimensional Fund Advisors
GRS Advisors
Morgan Stanley
Nuveen Asset Management

View all funds holding Phillips Edison & Co