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
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Increased 0.53%
0.17%
$490,434
13,092 shares@ 37.47 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 63.36%
0.02%
$408,351
10,901 shares@ 37.46 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Decreased -18.9%
0.08%
$349,219
9,315 shares@ 37.49 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -7.57%
0.13%
$332,996
8,889 shares@ 37.47 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -1.39%
0.06%
$264,175
7,429 shares@ 35.56 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -5.78%
0.01%
$256,654
6,851 shares@ 37.47 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
0.05%
$241,654
6,451 shares@ 37.46 avg price
Amy Jones@Barlow Wealth Partners, Inc.
Recent Activity
Decreased -18.37%
0.03%
$212,130
5,982 shares@ 35.47 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -56.86%
0.02%
$221,000
5,910 shares@ 37.4 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 47.4%
0.02%
$195,149
5,200 shares@ 37.53 avg price