Ownership history in Perpetual Ltd · 6 quarters on record
This page tracks every 13F SEC filing in which Perpetual Ltd reported a position in PHILLIPS EDISON & CO INC (PECO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 16,630 | +2,270 | +15.8% | 0.01% | $571K | $33.71 |
| 2025 Q2 | REDUCED | 14,360 | -1,100 | -7.1% | 0.01% | $503K | $34.09 |
| 2025 Q1 | UNCHANGED | 15,460 | — | 0% | 0.01% | $564K | $35.20 |
| 2024 Q4 | ADDED | 15,460 | +4,380 | +39.5% | 0.01% | $579K | $35.83 |
| 2024 Q3 | REDUCED | 11,080 | -8,010 | -42.0% | 0.00% | $418K | $35.77 |
| 2023 Q1 | INITIATED | 19,090 | — | — | 0.01% | $623K | $29.40 |
As of 2025 Q4 — sorted by position size