United Capital Financial Advisers, LLC Phillips Edison & Company, Inc. Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$34.3 - $36.64 $1,029 - $1,099	-30 Reduced 0.53%	5,598 $200,000
Q4 2023 Feb 14, 2024	SELL	$32.43 - $37.25 $203,660 - $233,930	-6,280 Reduced 52.74%	5,628 $205,000
Q3 2023 Nov 14, 2023	BUY	$33.1 - $36.16 $164,705 - $179,932	4,976 Added 71.78%	11,908 $399,000
Q2 2023 Aug 14, 2023	SELL	$28.14 - $34.09 $172,779 - $209,312	-6,140 Reduced 46.97%	6,932 $236,000
Q1 2023 Aug 14, 2023	BUY	$30.04 - $34.47 $184,445 - $211,645	6,140 Added 88.57%	13,072 $426,000
Q1 2023 May 15, 2023	SELL	$30.04 - $34.47 $385,953 - $442,870	-12,848 Reduced 49.57%	13,072 $426,000
Q4 2022 Feb 14, 2023	SELL	$28.0 - $33.27 $275,044 - $326,811	-9,823 Reduced 27.48%	25,920 $825,000
Q3 2022 Nov 14, 2022	BUY	$27.33 - $35.13 $48,729 - $62,636	1,783 Added 5.25%	35,743 $1 Million
Q2 2022 Aug 11, 2022	SELL	$31.26 - $36.04 $156,643 - $180,596	-5,011 Reduced 12.86%	33,960 $1.14 Million
Q1 2022 May 16, 2022	BUY	$30.58 - $35.22 $1.19 Million - $1.37 Million	38,971 New	38,971 $1.34 Million

419

94.8M

75.9K

1.1K

Ticker PECO
Exchange NASDAQ
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 116,700,000
Market Cap $4.24B
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...

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