A detailed history of Sequoia Financial Advisors, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,298 shares of PECO stock, worth $460,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,298
Holding current value
$460,775
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$33.04 - $36.15 $439,365 - $480,722
13,298 New
13,298 $456,000
Q2 2025

Jul 25, 2025

SELL
$33.53 - $37.33 $49,322 - $54,912
-1,471 Reduced 8.77%
15,294 $535,000
Q1 2025

Apr 23, 2025

SELL
$34.43 - $37.49 $202,689 - $220,703
-5,887 Reduced 25.99%
16,765 $611,000
Q4 2024

Aug 08, 2025

BUY
$35.96 - $39.8 $264,593 - $292,848
7,358 Added 48.11%
22,652 $848,000
Q4 2024

Feb 07, 2025

BUY
$35.96 - $39.8 $814,565 - $901,549
22,652 New
22,652 $848,000

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.04B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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