RE Dickinson Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

RE Dickinson Investment Advisors’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$190K	Hold	5,079	–	–	0.11%	48
2024 Q3	$192K	Hold	5,079	–	–	0.11%	48
2024 Q2	$166K	Hold	5,079	–	–	0.1%	53
2024 Q1	$182K	Hold	5,079	–	–	0.11%	47
2023 Q4	$185K	Sell	5,079 -100	-2%	-$3.5K	0.12%	44
2023 Q3	$174K	Hold	5,179	–	–	0.12%	45
2023 Q2	$177K	Buy	5,179 +50	+1%	+$1.56K	0.07%	87
2023 Q1	$167K	Sell	5,129 -2,652	-34%	-$86.8K	0.06%	97
2022 Q4	$248K	Sell	7,781 -319	-4%	-$9.81K	0.1%	71
2022 Q3	$227K	Hold	8,100	–	–	0.19%	39
2022 Q2	$271K	Hold	8,100	–	–	0.04%	38
2022 Q1	$279K	Buy	+8,100	New	+$266K	0.19%	39

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's PECO Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Phillips Edison & Co (PECO) position steady in Q4 2024 at 5,079 shares worth $190K. The position accounts for 0.11% of the portfolio, ranked #48.

RE Dickinson Investment Advisors first reported a position in PECO in Q1 2022 and has held it in 12 quarters since. The position peaked at $279K in Q1 2022. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

RE Dickinson Investment Advisors held 5,079 shares of Phillips Edison & Co worth $190K as of Q4 2024.
RE Dickinson Investment Advisors left its Phillips Edison & Co share count unchanged in Q4 2024.
Phillips Edison & Co made up 0.11% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #48 holding.
RE Dickinson Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 12 quarters since.
RE Dickinson Investment Advisors's Phillips Edison & Co position peaked at $279K in Q1 2022.
403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.