PECO

Phillips Edison & Company In

Latest period2024 - Q4Total superinvestors39

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 39 superinvestors own shares of Phillips Edison & Company In (PECO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Phillips Edison & Company In (PECO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Phillips Edison & Company In (PECO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Phillips Edison & Company In (PECO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Stephanie Nee@Harbor Capital Advisors, Inc. Recent Activity Increased 0.83%	0.12%	$2.715M 72,465 shares@ 37.47 avg price	Increased 0.83%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 49.17%	0.11%	$1.954M 52,157 shares@ 37.46 avg price	Increased 49.17%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 1.21%	0.06%	$1.864M 51,891 shares@ 35.94 avg price	Increased 1.21%
Arthur Cooper@Cooper Financial Group Recent Activity Increased 0.01%	0.19%	$1.564M 41,759 shares@ 37.47 avg price	Increased 0.01%
Sylvie DIMARCO@Perpetual Ltd Recent Activity Increased 39.54%	0.01%	$579,132 15,460 shares@ 37.47 avg price	Increased 39.54%
Molly Halpin@Marcum Wealth, Llc Recent Activity Increased 0.13%	0.05%	$526,051 14,043 shares@ 37.47 avg price	Increased 0.13%
Jim R Kennedy@Smart Money Group Llc Recent Activity Increased 0.53%	0.17%	$490,434 13,092 shares@ 37.47 avg price	Increased 0.53%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 63.36%	0.02%	$408,351 10,901 shares@ 37.46 avg price	Increased 63.36%
Timothy Gavin@Mcf Advisors Llc Recent Activity Increased 47.4%	0.02%	$195,149 5,200 shares@ 37.53 avg price	Increased 47.4%
Michael Schremser@Tsfg, Llc Recent Activity Increased 0.81%	0.03%	$127,000 3,400 shares@ 37.36 avg price	Increased 0.81%