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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -2.46%
0.01%
$3.729M
98,874 shares@ 37.72 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -23.23%
0.11%
$3.151M
84,107 shares@ 37.47 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -7.86%
0.22%
$2.781M
78,219 shares@ 35.57 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 0.83%
0.12%
$2.715M
72,465 shares@ 37.47 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.15%
0.2%
$2.23M
59,542 shares@ 37.47 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 49.17%
0.11%
$1.954M
52,157 shares@ 37.46 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.21%
0.06%
$1.864M
51,891 shares@ 35.94 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -19.03%
0.2%
$1.858M
49,593 shares@ 37.46 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Decreased -10.8%
0.66%
$1.691M
47,688 shares@ 35.46 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
0.45%
$1.565M
41,766 shares@ 37.46 avg price