PECO

Phillips Edison & Company In

Latest period2024 - Q4Total superinvestors39

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 0.01%
0.19%
$1.564M
41,759 shares@ 37.47 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -9.39%
0.03%
$1.562M
41,691 shares@ 37.47 avg price
Gary Fraser@Foresight Group Ltd Liability Partnership
Recent Activity
New Position
0.21%
$1.322M
35,529 shares@ 37.2 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -3.63%
0.01%
$1.248M
33,215 shares@ 37.58 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
0.24%
$786,697
21,001 shares@ 37.46 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
0.07%
$672,594
17,955 shares@ 37.46 avg price
Sylvie DIMARCO@Perpetual Ltd
Recent Activity
Increased 39.54%
0.01%
$579,132
15,460 shares@ 37.47 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 0.13%
0.05%
$526,051
14,043 shares@ 37.47 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.1%
$528,279
14,009 shares@ 37.71 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
Decreased -11.22%
0.14%
$493,714
13,180 shares@ 37.46 avg price