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PECO - Phillips Edison & Company, Inc. Stock Price, Fair Value and News
33.07
USD
0.00
(0.00%)
Delayed
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Funds-Owners-Holders
Which funds bought or sold PECO recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-02
PITTENGER & ANDERSON INC
UNCHANGED
Premium
Premium
Premium
Premium
8,372
2024-05-02
Asset Management One Co., Ltd.
ADDED
Premium
Premium
Premium
Premium
303,575
2024-05-02
WHITTIER TRUST CO
UNCHANGED
Premium
Premium
Premium
Premium
2,500
2024-05-02
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Premium
Premium
Premium
Premium
19,743
2024-05-02
Sigma Planning Corp
NEW
Premium
Premium
Premium
Premium
21,903
2024-05-02
Daiwa Securities Group Inc.
ADDED
Premium
Premium
Premium
Premium
39,557
2024-05-02
State of New Jersey Common Pension Fund D
ADDED
Premium
Premium
Premium
Premium
80,956
2024-05-02
FinTrust Capital Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
680
2024-05-02
KESTRA PRIVATE WEALTH SERVICES, LLC
ADDED
Premium
Premium
Premium
Premium
6,424
2024-05-02
Mutual Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
59,766
2024-05-02
Smart Money Group LLC
ADDED
Premium
Premium
Premium
Premium
14,008
2024-05-02
FORA Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
11,711
2024-05-02
Fidelis Capital Partners, LLC
NEW
Premium
Premium
Premium
Premium
3,178
2024-05-02
Empower Advisory Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-02
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
72,388
2024-05-02
NISA INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
39,661
2024-05-01
Janney Montgomery Scott LLC
UNCHANGED
Premium
Premium
Premium
Premium
30,648
2024-05-01
Migdal Insurance & Financial Holdings Ltd.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Parkside Financial Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
11.00
2024-05-01
Mirae Asset Global Investments Co., Ltd.
REDUCED
Premium
Premium
Premium
Premium
54,134
2024-05-01
Financial Advocates Investment Management
ADDED
Premium
Premium
Premium
Premium
10,550
2024-05-01
Blue Trust, Inc.
REDUCED
Premium
Premium
Premium
Premium
805
2024-05-01
MONEY CONCEPTS CAPITAL CORP
ADDED
Premium
Premium
Premium
Premium
85,660
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
UNCHANGED
Premium
Premium
Premium
Premium
10,874
2024-05-01
CREATIVE FINANCIAL DESIGNS INC /ADV
REDUCED
Premium
Premium
Premium
Premium
511
Rows per page:
10
25
50
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1–25 of 439
Which funds are the top buyers of PECO?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
21,259,800
775,559,000
0.02%
VANGUARD GROUP INC
18,759,600
684,350,000
0.01%
WELLINGTON MANAGEMENT GROUP LLP
8,083,620
294,891,000
0.06%
STATE STREET CORP
6,663,040
243,723,000
0.01%
FMR LLC
4,262,540
155,497,000
0.01%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
3,087,210
112,622,000
0.04%
GEODE CAPITAL MANAGEMENT, LLC
2,872,880
104,814,000
0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
1,872,480
68,307,900
0.02%
MACQUARIE GROUP LTD
1,619,660
59,085,100
0.07%
NORTHERN TRUST CORP
1,545,770
56,389,800
0.01%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in PECO?
Fund Name
$ Value
% Port.
GRS Advisors, LLC
26,041,800
4.30%
Kalos Management, Inc.
1,508,420
3.24%
B&I Capital AG
7,991,660
2.53%
ACG Wealth
9,242,000
2.11%
Johnson Midwest Financial, LLC
659,665
1.48%
FirstPurpose Wealth LLC
3,562,040
1.29%
My Legacy Advisors, LLC
2,417,070
0.87%
HGI Capital Management, LLC
751,488
0.85%
CALTON & ASSOCIATES, INC.
1,429,940
0.70%
O'Dell Group, LLC
2,498,880
0.65%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold PECO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
48,562,200
GRS Advisors, LLC
26,041,800
Alyeska Investment Group, L.P.
8,757,060
Colony Group, LLC
6,461,000
Susquehanna Portfolio Strategies, LLC
3,692,360
Edgestream Partners, L.P.
3,427,840
Modern Wealth Management, LLC
3,125,260
Qube Research & Technologies Ltd
2,989,680
Additions
Fund Name
% Increased
AlphaMark Advisors, LLC
5,420
Covestor Ltd
3,237
Tower Research Capital LLC (TRC)
2,495
PFG Investments, LLC
403
abrdn plc
313
QUADRANT CAPITAL GROUP LLC
197
BARCLAYS PLC
180
Squarepoint Ops LLC
152
Reductions
Fund Name
% Reduced
Richard W. Paul & Associates, LLC
-94.94
Belpointe Asset Management LLC
-80.4
Greenland Capital Management LP
-78.06
KBC Group NV
-67.56
CREATIVE FINANCIAL DESIGNS INC /ADV
-66.88
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
-63.06
Ameritas Advisory Services, LLC
-62.59
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-61.67
Sold off
Fund Name
$ Sold
T. Rowe Price Investment Management, Inc.
-16,225,000
SG Americas Securities, LLC
-2,595,000
CENTERSQUARE INVESTMENT MANAGEMENT LLC
-2,079,480
HRT FINANCIAL LP
-1,848,000
DARK FOREST CAPITAL MANAGEMENT LP
-1,625,650
Jump Financial, LLC
-1,267,440
Meiji Yasuda Asset Management Co Ltd.
-1,102,490
Jackson Creek Investment Advisors LLC
-934,000