SEC 13F Intelligence

Johnson Midwest Financial, LLC / PECO

Johnson Midwest Financial, LLC’s Phillips Edison & Co Inc Position

Does Johnson Midwest Financial, LLC own Phillips Edison & Co Inc (PECO)? Yes — 19.7K shares worth $659,665 (+1.48% of its 13F portfolio) as of Q3 2023, down from 20.5K shares the prior filed quarter.

Position Value
$659,665
Q3 2023
Shares
19.7K
% of Portfolio
+1.48%
Quarters Held
6
currently held

Position History PECO

Reported value by quarter
Q2 ’22: $735,000Q2 ’22Q3 ’22: $575,000Q3 ’22Q4 ’22: $653,000Q4 ’22Q1 ’23: $668,743Q1 ’23Q2 ’23: $698,674Q2 ’23Q3 ’23: $659,665Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202319.7K$659,665+1.48%
Q2 202320.5K$698,674+0.62%
Q1 202320.5K$668,743+0.96%
Q4 202220.5K$653,000+2.39%
Q3 202220.5K$575,000+2.20%
Q2 202222.0K$735,000+0.99%

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