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Phillips Edison & Co shares owned by Ratio Wealth Group

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

Historical chart of Ratio Wealth Group investment in Phillips Edison & Co

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

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Quarterly reported holdings in Phillips Edison & Co by Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 5.8k 35.87
2022-06-30 $224k 6.7k 33.41
2022-03-31 $336k 9.8k 34.39

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

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