SEC 13F Intelligence

Cetera Advisors LLC / PECO

Cetera Advisors LLC’s Phillips Edison & Co Inc Position

Does Cetera Advisors LLC own Phillips Edison & Co Inc (PECO)? Not currently — the last reported position was 493.2K shares worth $18M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$18M
Q4 2023
Shares
493.2K
% of Portfolio
+0.25%
Quarters Held
8
position exited

Position History PECO

Reported value by quarter
Q1 ’22: $30MQ1 ’22Q2 ’22: $28MQ2 ’22Q3 ’22: $23MQ3 ’22Q4 ’22: $23MQ4 ’22Q1 ’23: $21MQ1 ’23Q2 ’23: $20MQ2 ’23Q3 ’23: $17MQ3 ’23Q4 ’23: $18MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023493.2K$18M+0.25%
Q3 2023509.7K$17M+0.27%
Q2 2023579.6K$20M+0.31%
Q1 2023643.7K$21M+0.35%
Q4 2022717.4K$23M+0.41%
Q3 2022809.4K$23M+0.60%
Q2 2022851.0K$28M+0.65%
Q1 2022868.0K$30M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of PECO.