Phillips Edison & CompanyPECO
13F holders, Q1 2024 (March 31)362holders
4famous investors
$35.86avg. 13F price*
At the end of Q1 2024, 362 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings. The largest holders were BlackRock Inc. ($774.2M), Vanguard Group Inc. ($693.6M) and Wellington Management Group LLP ($271.0M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $14.7M |
| Exits | 44 | $36.9M |
Ownership 362 holders
| BlackRock Inc. | 0.02% | Add +1.5% | 21,582,532 | $774.2M |
| Vanguard Group Inc. | 0.01% | Add +3.1% | 19,337,030 | $693.6M |
| Wellington Management Group LLP | 0.05% | Reduce -6.5% | 7,556,384 | $271.0M |
| State Street Corp. | 0.01% | Add +6.7% | 7,109,761 | $255.6M |
| FMR LLC | 0.01% | Reduce -26.3% | 3,142,088 | $112.7M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -0.8% | 3,061,754 | $109.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 3,017,735 | $108.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.8% | 1,962,099 | $70.4M |
| Macquarie Group Ltd. | 0.06% | Reduce -2.5% | 1,579,472 | $56.7M |
| Northern Trust Corp. | 0.01% | Reduce -6.7% | 1,441,552 | $51.7M |
| Norges Bank | 0.01% | Add +7.2% | 1,426,994 | $51.2M |
| Cetera Investment Advisers | 0.10% | Add +240.9% | 1,170,077 | $42.0M |
| Legal & General Group Plc | 0.01% | Add +1.1% | 1,115,986 | $40.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 1,078,666 | $38.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.6% | 1,070,956 | $38.4M |
| GRS Advisors, LLC | 5.03% | Add +46.5% | 1,045,540 | $37.5M |
| Morgan Stanley | 0.00% | Add +10.0% | 1,007,416 | $36.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.6% | 807,049 | $28.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.7% | 758,492 | $27.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.3% | 758,406 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +62.5% | 663,890 | $23.8M |
| Holocene Advisors, LP | 0.09% | Add +2.4% | 659,811 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.6% | 659,542 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 633,707 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +1377.4% | 622,578 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.1% | 522,272 | $18.7M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 397,240 | $14.2M |
| Invesco Ltd. | 0.00% | Reduce -10.7% | 370,778 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 355,419 | $12.7M |
| Bank of America Corp. | 0.00% | Add +51.3% | 348,775 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.4% | 335,126 | $12.0M |
| Alyeska Investment Group, L.P. | 0.07% | Add +36.5% | 327,556 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.7% | 322,794 | $11.6M |
| LPL Financial LLC | 0.01% | Reduce -14.4% | 319,769 | $11.5M |
| Deutsche Bank AG | 0.01% | Add +12.0% | 312,365 | $11.2M |
| Asset Management One Co., Ltd. | 0.04% | Add +3.2% | 303,575 | $10.9M |
| Edgestream Partners, L.P. | 0.46% | Add +172.4% | 255,978 | $9.2M |
| Public Sector Pension Investment Board | 0.07% | Add +0.8% | 250,115 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.5% | 237,642 | $8.5M |
| Swiss National Bank | 0.01% | Add +2.0% | 236,100 | $8.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +182.3% | 231,385 | $8.3M |
| B&I Capital AG | 2.53% | No change | 222,795 | $8.0M |
| ExodusPoint Capital Management, LP | 0.09% | Add +19.6% | 195,515 | $7.0M |
| California Public Employees Retirement System | 0.00% | Add +5.2% | 189,000 | $6.8M |
| Mariner, LLC | 0.01% | Add +1.5% | 186,992 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.7% | 186,398 | $6.7M |
| Independent Financial Group, LLC | 0.30% | Add +2.0% | 183,791 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.7% | 178,015 | $6.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +15338.0% | 175,376 | $6.3M |
| McAdam, LLC | 0.39% | Reduce -3.4% | 170,843 | $6.1M |
| Credit Suisse AG/ | 0.01% | Add +1.1% | 158,516 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.4% | 143,980 | $5.2M |
| Barclays PLC | 0.00% | Reduce -33.2% | 141,040 | $5.1M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -10.6% | 139,500 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +1.8% | 139,301 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.2% | 135,908 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.7% | 131,259 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.1% | 131,127 | $4.7M |
| Centaurus Financial, Inc. | 0.32% | Add +0.1% | 126,910 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -35.1% | 125,925 | $4.5M |
| Citigroup Inc. | 0.00% | Add +8.3% | 120,249 | $4.3M |
| California State Teachers Retirement System | 0.01% | Reduce -3.5% | 119,674 | $4.3M |
| UBS Group AG | 0.00% | Add +5.5% | 114,300 | $4.1M |
| Ameritas Advisory Services, LLC | 0.17% | Add +111.9% | 119,066 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.9% | 111,757 | $4.0M |
| Texas Permanent School Fund Corp. | 0.03% | Add +3.4% | 106,794 | $3.8M |
| Point72 Asset Management | 0.01% | New | 103,200 | $3.7M |
| Aberdeen Group plc | 0.01% | Reduce -0.5% | 103,190 | $3.7M |
| FirstPurpose Wealth LLC | 1.29% | Reduce -10.6% | 107,582 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +45.6% | 98,912 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -3.8% | 98,369 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.6% | 97,057 | $3.5M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -10.3% | 90,767 | $3.3M |
| Money Concepts Capital Corp. | 0.28% | Add +0.5% | 85,660 | $3.1M |
| Modern Wealth Management, LLC | 0.28% | Reduce -2.4% | 83,644 | $3.0M |
| RMR Wealth Builders | 0.36% | Reduce -5.1% | 82,679 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.5% | 80,956 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 80,739 | $2.9M |
| ClariVest Asset Management LLC | 0.29% | Add +69.6% | 78,058 | $2.8M |
| First Foundation Advisors | 0.11% | Reduce -11.5% | 77,312 | $2.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.2% | 74,436 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.3% | 72,388 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -2.1% | 70,871 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -0.9% | 70,600 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.6% | 67,663 | $2.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -33.5% | 67,658 | $2.4M |
| Illinois Municipal Retirement Fund | 0.04% | Add +0.6% | 67,554 | $2.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +60.1% | 67,263 | $2.4M |
| My Legacy Advisors, LLC | 0.80% | Reduce -1.9% | 66,667 | $2.4M |
| Amundi | 0.00% | Reduce -1.6% | 73,629 | $2.4M |
| O'Dell Group, LLC | 0.58% | Reduce -3.0% | 66,427 | $2.4M |
| American International Group, Inc. | 0.01% | Add +1.1% | 65,003 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 62,874 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +86.3% | 62,216 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -39.0% | 61,705 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.8% | 61,551 | $2.2M |
| Integrated Advisors Network LLC | 0.11% | Reduce -3.0% | 61,523 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.0% | 60,400 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -0.9% | 59,766 | $2.1M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -48.3% | 58,621 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.8% | 57,951 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.6% | 55,624 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.0% | 55,327 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +22.6% | 53,423 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.2% | 53,047 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -4.5% | 51,914 | $1.9M |
| Atom Investors LP | 0.23% | Add +45.4% | 51,794 | $1.9M |
| Creative Planning | 0.00% | Reduce -7.5% | 51,056 | $1.8M |
| Comerica Bank | 0.01% | Reduce -7.5% | 50,860 | $1.8M |
| FJ Capital Management LLC | 0.18% | Add +26.7% | 48,696 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +21.9% | 48,013 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +21.9% | 48,013 | $1.7M |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 47,781 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.1% | 47,620 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 47,500 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -2.4% | 47,326 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.8% | 54,134 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.22% | New | 46,497 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +4.9% | 43,332 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -16.9% | 42,026 | $1.5M |
| Arkadios Wealth Advisors | 0.12% | Reduce -16.9% | 42,010 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.46% | No change | 41,766 | $1.5M |
| Cooper Financial Group | 0.24% | Add +6.3% | 40,968 | $1.5M |
| Calton & Associates, Inc. | 0.70% | Reduce -17.4% | 39,865 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.2% | 39,661 | $1.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +9.6% | 39,557 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.1% | 43,970 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -16.9% | 38,001 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +49.8% | 37,603 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +403.6% | 36,819 | $1.3M |
| Well Done, LLC | 0.26% | No change | 36,729 | $1.3M |
| Vident Advisory, LLC | 0.03% | Add +4.3% | 36,695 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +0.5% | 35,681 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -6.0% | 35,510 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -50.4% | 34,477 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -13.3% | 34,026 | $1.2M |
| Sei Investments Co. | 0.00% | New | 33,519 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -89.3% | 33,403 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 32,869 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.0% | 32,829 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -6.6% | 32,662 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 31,519 | $1.1M |
| Arete Wealth Advisors, LLC | 0.10% | Add +3.8% | 31,287 | $1.1M |
| Accel Wealth Management | 0.47% | Add +2.3% | 31,142 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 31,100 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 31,000 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | No change | 30,648 | $1.1M |
| Cwm, LLC | 0.01% | Add +4.5% | 29,192 | $1.0M |
| Silver Oak Securities, Incorporated | 0.16% | Add +1.5% | 28,770 | $1.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -13.6% | 28,540 | $1.0M |
| InterOcean Capital Group, LLC | 0.02% | No change | 28,322 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.1% | 28,259 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Add +98.9% | 25,924 | $930K |
| Financial Partners Group, Inc | 0.15% | No change | 25,791 | $925K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 25,445 | $911K |
| Teacher Retirement System of Texas | 0.01% | Reduce -33.5% | 24,635 | $884K |
| Waverly Advisors, LLC | 0.02% | New | 24,455 | $877K |
| Curi Capital, LLC | 0.02% | New | 24,309 | $872K |
| ProShare Advisors LLC | 0.00% | Add +9.5% | 24,304 | $872K |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 24,062 | $863K |
| Harbour Investments, Inc. | 0.03% | Add +4.9% | 23,931 | $858K |
| Cornercap Investment Counsel Inc. | 0.13% | No change | 23,593 | $846K |
| Dark Forest Capital Management LP | 0.14% | New | 23,525 | $844K |
| Lakeridge Wealth Management LLC | 0.55% | Reduce -2.1% | 23,480 | $842K |
| Carmel Capital Partners, LLC | 0.33% | No change | 22,499 | $807K |
| Bell Bank | 0.07% | No change | 22,095 | $793K |
| IHT Wealth Management, LLC | 0.03% | Add +0.0% | 22,063 | $791K |
| Sigma Planning Corp | 0.02% | New | 21,903 | $786K |
| Quantbot Technologies LP | 0.04% | Add +120.2% | 21,804 | $782K |
| STRS Ohio | 0.00% | Reduce -10.8% | 21,500 | $771K |
| Fairway Wealth LLC | 0.52% | Reduce -23.1% | 21,432 | $769K |
| Sound Income Strategies, LLC | 0.06% | Reduce -35.9% | 21,288 | $764K |
| Kovack Advisors, Inc. | 0.09% | Reduce -9.8% | 21,235 | $762K |
| EWG Elevate Inc. | 0.29% | No change | 21,001 | $753K |
| EPG Wealth Management LLC | 0.18% | Reduce -4.0% | 20,814 | $747K |
| Catalina Capital Group, LLC | 0.32% | Reduce -0.1% | 20,684 | $742K |
| Beacon Capital Management, LLC | 0.15% | Reduce -11.8% | 20,057 | $719K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $713K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 19,743 | $708K |
| Fiduciary Alliance LLC | 0.12% | No change | 19,816 | $695K |
| Revisor Wealth Management LLC | 0.31% | New | 19,128 | $692K |
| Oliver Lagore Vanvalin Investment Group | 0.21% | Add +37.8% | 19,238 | $690K |
| Apeiron RIA LLC | 0.20% | Reduce -7.6% | 18,934 | $679K |
| Van Cleef Asset Management,Inc | 0.09% | No change | 18,849 | $676K |
| M Holdings Securities, Inc. | 0.11% | Reduce -0.2% | 18,296 | $656K |
| Renaissance Technologies | 0.00% | New | 18,102 | $649K |
| Sage Capital Management, LLC | 0.34% | Reduce -11.1% | 17,261 | $619K |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 17,260 | $619K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.0% | 18,081 | $608K |
| Coppell Advisory Solutions Corp. | 0.11% | — | 16,915 | $607K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.7% | 16,374 | $587K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -80.0% | 16,220 | $582K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.9% | 15,789 | $566K |
| Acorn Financial Advisory Services Inc. | 0.10% | No change | 15,437 | $554K |
| Castleview Partners, LLC | 0.30% | Add +0.1% | 15,151 | $543K |
| Capital Asset Advisory Services LLC | 0.03% | Add +2.0% | 15,588 | $533K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 14,232 | $511K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -6.9% | 14,228 | $510K |
| Bank of Montreal | 0.00% | Add +4.8% | 14,108 | $507K |
| Hendershot Investments Inc. | 0.07% | Reduce -0.2% | 14,031 | $503K |
| AQR Capital Management | 0.00% | Add +4.1% | 13,813 | $495K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $493K |
| Praxis Investment Management Inc. | 0.03% | No change | 13,700 | $491K |
| Advisory Resource Group | 0.11% | Reduce -46.5% | 13,516 | $485K |
| SG Americas Securities, LLC | 0.00% | New | 13,234 | $475K |
| Entropy Technologies, LP | 0.05% | Reduce -7.6% | 13,182 | $473K |
| Ignite Planners, LLC | 0.13% | Reduce -7.5% | 13,064 | $458K |
| Smart Money Group LLC | 0.18% | Add +1.1% | 14,008 | $458K |
| Independent Advisor Alliance | 0.02% | Reduce -8.1% | 12,649 | $454K |
| Focus Partners Wealth | 0.00% | Reduce -92.9% | 12,599 | $452K |
| Marcum Wealth, LLC | 0.05% | Reduce -18.2% | 12,544 | $450K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 12,478 | $448K |
| Journey Strategic Wealth LLC | 0.02% | New | 12,231 | $439K |
| FORA Capital, LLC | 0.03% | Reduce -41.1% | 11,711 | $420K |
| First Financial Bankshares Inc | 0.01% | Reduce -14.9% | 11,500 | $413K |
| Cadence Bank | 0.03% | Reduce -14.2% | 11,489 | $412K |
| BlueChip Wealth Advisors LLC | 0.26% | No change | 11,102 | $398K |
| Concourse Financial Group Securities, Inc. | 0.03% | No change | 10,874 | $391K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -64.7% | 11,900 | $388K |
| M&T Bank Corp | 0.00% | Reduce -0.4% | 10,704 | $384K |
| Financial Advocates Investment Management | 0.02% | Add +14.8% | 10,550 | $378K |
| Advisory Alpha, LLC | 0.02% | Add +0.5% | 10,345 | $371K |
| Henshaw Capital LLC | 0.02% | No change | 10,239 | $367K |
| Metropolitan Life Insurance Co | 0.02% | Reduce -2.3% | 10,230 | $367K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -15.4% | 9,949 | $357K |
| Debussy Capital Management LP | 0.10% | Reduce -1.2% | 10,790 | $355K |
| First Heartland Consultants, Inc. | 0.04% | No change | 9,843 | $353K |
| Alpha Omega Group, Inc. | 0.49% | No change | 9,681 | $347K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 9,600 | $344K |
| Raleigh Capital Management Inc. | 0.15% | Reduce -19.7% | 9,454 | $339K |
| Aspen Grove Capital, LLC | 0.09% | New | 9,276 | $333K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,267 | $332K |
| Ellevest, Inc. | 0.02% | Add +1.3% | 9,237 | $331K |
| Lido Advisors, LLC | 0.00% | Add +9.2% | 9,091 | $327K |
| Farther Finance Advisors, LLC | 0.02% | Add +24023.7% | 9,167 | $321K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 8,766 | $314K |
| Midwest Financial Group LLC | 0.21% | Reduce -10.3% | 8,733 | $313K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.6% | 8,698 | $312K |
| Lanark Financial, Inc. | 0.03% | Reduce -10.4% | 8,667 | $311K |
| Verition Fund Management LLC | 0.00% | New | 8,555 | $307K |
| Kure Advisory, LLC | 0.26% | Reduce -0.8% | 8,553 | $307K |
| AlphaMark Advisors, LLC | 0.11% | Add +5420.1% | 8,501 | $305K |
| Metis Global Partners, LLC | 0.01% | New | 8,495 | $305K |
| Corient Private Wealth LP | 0.00% | Reduce -5.8% | 8,482 | $304K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $300K |
| Diversify Advisory Services, LLC | 0.02% | — | 8,430 | $296K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.2% | 8,238 | $295K |
| Peak Asset Management, LLC | 0.06% | No change | 8,214 | $295K |
| LexAurum Advisors, LLC | 0.07% | Add +0.3% | 7,979 | $286K |
| NFSG Corp | 0.12% | Add +26.4% | 7,780 | $279K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -22.3% | 7,597 | $273K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 7,594 | $272K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 7,552 | $271K |
| RFG Advisory, LLC | 0.01% | New | 7,341 | $263K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.2% | 7,326 | $263K |
| Xponance LLC | 0.00% | Add +2.3% | 7,324 | $263K |
| Plotkin Financial Advisors, LLC | 0.17% | Reduce -1.9% | 7,304 | $262K |
| Blair William & Co. | 0.00% | No change | 7,205 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -16.9% | 7,108 | $255K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | No change | 7,014 | $252K |
| Accurate Wealth Management, LLC | 0.07% | No change | 7,534 | $249K |
| Townsquare Capital LLC | 0.00% | Reduce -59.6% | 6,894 | $247K |
| World Equity Group, Inc. | 0.05% | No change | 6,842 | $245K |
| Profund Advisors LLC | 0.01% | Reduce -11.1% | 6,774 | $243K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 6,741 | $242K |
| US Bancorp \de | 0.00% | Reduce -16.4% | 6,737 | $242K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,689 | $240K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 6,638 | $239K |
| Barlow Wealth Partners, LLC | 0.03% | Add +1.1% | 7,204 | $237K |
| Brown Advisory Inc. | 0.00% | No change | 6,564 | $235K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,466 | $232K |
| Bremer Bank National Association | 0.04% | No change | 6,451 | $231K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 6,424 | $230K |
| Allen Capital Group, LLC | 0.03% | No change | 6,334 | $227K |
| MSH Capital Advisors LLC | 0.08% | Add +0.2% | 6,285 | $225K |
| Canton Hathaway, LLC | 0.06% | No change | 6,274 | $225K |
| Three Bridge Wealth Advisors, LLC | 0.09% | No change | 6,231 | $224K |
| Secure Asset Management, LLC | 0.05% | New | 6,238 | $224K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 6,100 | $219K |
| German American Bancorp, Inc. | 0.03% | Reduce -25.1% | 6,027 | $216K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 6,008 | $216K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.9% | 5,987 | $215K |
| Advisory Services Network, LLC | 0.00% | Reduce -11.1% | 5,946 | $213K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.3% | 5,921 | $212K |
| GenTrust, LLC | 0.01% | Reduce -55.7% | 5,833 | $210K |
| Ratio Wealth Group | 0.04% | No change | 5,847 | $210K |
| Norinchukin Bank, The | 0.01% | Add +0.8% | 5,794 | $208K |
| Realta Investment Advisors | 0.04% | No change | 5,709 | $205K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,619 | $202K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.5% | 5,598 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 5,317 | $191K |
| RE Dickinson Investment Advisors, LLC | 0.11% | No change | 5,079 | $182K |
| Continuum Advisory, LLC | 0.03% | Reduce -47.1% | 5,067 | $168K |
| MCF Advisors LLC | 0.01% | Reduce -31.3% | 4,394 | $158K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 4,285 | $154K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -22.4% | 4,026 | $144K |
| Advantage Trust Co | 0.09% | No change | 3,386 | $121K |
| Nabity-Jensen Investment Management Inc | 0.10% | No change | 3,333 | $120K |
| Dogwood Wealth Management LLC | 0.08% | No change | 3,148 | $113K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | No change | 3,070 | $110K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.4% | 3,074 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.4% | 2,948 | $106K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -34.5% | 2,738 | $98K |
| Simplex Trading, LLC | 0.00% | New | 2,620 | $93K |
| KBC Group NV | 0.00% | Reduce -6.9% | 2,591 | $93K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,574 | $92K |
| Vestcor Inc | 0.00% | New | 2,576 | $92K |
| Syntax Research, Inc. | 0.07% | No change | 2,527 | $91K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 2,522 | $90K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $90K |
| GAMMA Investing LLC | 0.02% | Add +13.1% | 2,378 | $85K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 2,210 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -40.0% | 2,193 | $79K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2,106 | $76K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.3% | 2,021 | $72K |
| Pineridge Advisors LLC | 0.02% | Reduce -46.3% | 1,609 | $58K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,473 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.1% | 1,537 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $48K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,263 | $45K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $45K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,193 | $43K |
| Silicon Valley Capital Partners | 0.01% | Add +0.8% | 1,163 | $42K |
| Archer Investment Corp | 0.01% | No change | 1,114 | $40K |
| Quadrant Capital Group LLC | 0.00% | Reduce -13.4% | 1,030 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $36K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $36K |
| Hexagon Capital Partners LLC | 0.01% | No change | 967 | $35K |
| Horizon Investments, LLC | 0.00% | No change | 942 | $34K |
| FWL Investment Management, LLC | 0.02% | No change | 900 | $32K |
| Kozak & Associates, Inc. | 0.01% | Add +1.2% | 937 | $31K |
| Blue Trust, Inc. | 0.00% | Reduce -27.6% | 805 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 777 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $26K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 680 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $22K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 628 | $21K |
| Creative Financial Designs Inc. | 0.00% | Reduce -66.9% | 511 | $18K |
| Retirement Group, LLC | 0.01% | Reduce -20.1% | 397 | $14K |
| CoreCap Advisors, LLC | 0.00% | New | 375 | $13K |
| CI Investments Inc. | 0.00% | Add +21.7% | 376 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 357 | $13K |
| Valued Wealth Advisors LLC | 0.01% | Add +24.2% | 344 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 332 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -77.2% | 300 | $11K |
| Covestor Ltd | 0.01% | No change | 267 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 255 | $9K |
| Smartleaf Asset Management LLC | 0.00% | New | 221 | $8K |
| Abound Wealth Management | 0.00% | No change | 217 | $8K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 170 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 79 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| UMB Bank, n.a. | 0.00% | New | 51 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 50 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 24 | $860 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $610 |
| AlphaQuest LLC | 0.00% | New | 16 | $574 |
| Parkside Financial Bank & Trust | 0.00% | No change | 11 | $395 |
| Rothschild Investment LLC | 0.00% | New | 10 | $359 |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.7% | 3 | $123 |
| Huntington National Bank | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.