SEC 13F Intelligence

Acg Wealth / PECO

Acg Wealth’s Phillips Edison & Co Inc Position

Does Acg Wealth own Phillips Edison & Co Inc (PECO)? Yes — 329.5K shares worth $9M (+2.11% of its 13F portfolio) as of Q3 2022, down from 330.4K shares the prior filed quarter.

Position Value
$9M
Q3 2022
Shares
329.5K
% of Portfolio
+2.11%
Quarters Held
3
currently held

Position History PECO

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $11MQ2 ’22Q3 ’22: $9MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022329.5K$9M+2.11%
Q2 2022330.4K$11M+2.25%
Q1 2022280.1K$10M+1.82%

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