Phillips Edison & CompanyPECO
13F holders, Q2 2024 (June 30)373holders +11
41new positions
31sold out
4famous investors
$32.72avg. 13F price*
At the end of Q2 2024, 373 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 11 from Q1 2024. 41 opened new positions and 31 sold out. The largest holders were BlackRock Inc. ($700.5M), Vanguard Group Inc. ($629.0M) and Wellington Management Group LLP ($251.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $78.9M |
| Exits | 31 | $55.0M |
All 13F filers, Q1 2024 → Q2 2024: 6,075,259 shares bought and 7,581,351 shares sold, net −1,506,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| BlackRock Inc. | 0.02% | Reduce -0.8% | 21,414,233 | $700.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 19,229,875 | $629.0M |
| Wellington Management Group LLP | 0.04% | Add +1.6% | 7,675,051 | $251.1M |
| State Street Corp. | 0.01% | Reduce -0.8% | 7,050,255 | $231.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 3,171,631 | $103.8M |
| FMR LLC | 0.01% | Reduce -10.1% | 2,824,494 | $92.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 1,991,812 | $65.2M |
| Macquarie Group Ltd. | 0.06% | Add +0.9% | 1,593,332 | $52.1M |
| Alyeska Investment Group, L.P. | 0.30% | Add +375.8% | 1,558,521 | $51.0M |
| Norges Bank | 0.01% | Add +3.8% | 1,480,544 | $48.4M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 1,333,821 | $43.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +16.8% | 1,250,731 | $40.9M |
| JPMorgan Chase & Co. | 0.00% | Add +74.0% | 1,147,582 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 1,106,277 | $36.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -65.7% | 1,051,819 | $34.4M |
| Morgan Stanley | 0.00% | Add +2.4% | 1,031,590 | $33.7M |
| Legal & General Group Plc | 0.01% | Reduce -10.8% | 995,734 | $32.6M |
| Duff & Phelps Investment Management Co. | 0.41% | New | 981,970 | $32.1M |
| Cetera Investment Advisers | 0.07% | Reduce -23.0% | 901,201 | $29.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +9.5% | 883,867 | $28.9M |
| Janus Henderson Group PLC | 0.01% | Add +0.3% | 760,321 | $24.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +251.7% | 626,036 | $20.5M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -8.2% | 609,499 | $19.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.6% | 604,480 | $19.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -15.4% | 442,061 | $14.5M |
| Balyasny Asset Management L.P. | 0.03% | New | 403,631 | $13.2M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 402,078 | $13.2M |
| American Century Companies Inc. | 0.01% | Reduce -37.4% | 389,473 | $12.7M |
| Invesco Ltd. | 0.00% | Add +4.5% | 387,351 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 331,052 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 329,714 | $10.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +38.9% | 321,346 | $10.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 310,155 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -10.4% | 286,494 | $9.4M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -7.5% | 280,878 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.3% | 270,348 | $8.8M |
| Public Sector Pension Investment Board | 0.06% | Add +7.7% | 269,338 | $8.8M |
| Millennium Management | 0.01% | New | 256,714 | $8.4M |
| Swiss National Bank | 0.01% | Add +1.9% | 240,500 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 239,905 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -30.3% | 233,583 | $7.6M |
| B&I Capital AG | 2.33% | No change | 222,795 | $7.3M |
| California Public Employees Retirement System | 0.00% | Add +7.9% | 203,924 | $6.7M |
| Barclays PLC | 0.00% | Add +32.8% | 187,303 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.5% | 174,473 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -7.2% | 172,903 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -8.8% | 170,561 | $5.6M |
| McAdam, LLC | 0.33% | Reduce -2.8% | 166,069 | $5.4M |
| Independent Financial Group, LLC | 0.21% | Reduce -12.5% | 160,897 | $5.3M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -19.0% | 158,353 | $5.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.1% | 152,710 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.1% | 150,746 | $4.9M |
| Westwood Holdings Group Inc. | 0.04% | No change | 139,500 | $4.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.4% | 135,313 | $4.4M |
| Centaurus Financial, Inc. | 0.29% | Add +3.5% | 131,408 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -5.9% | 131,065 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.4% | 130,783 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.2% | 126,977 | $4.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 125,000 | $4.1M |
| Citigroup Inc. | 0.00% | Add +2.1% | 122,769 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.3% | 119,334 | $3.9M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -0.6% | 118,398 | $3.9M |
| Kennedy Capital Management LLC | 0.08% | New | 114,687 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +224.0% | 111,701 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.0% | 106,119 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +7.5% | 105,734 | $3.5M |
| Aberdeen Group plc | 0.01% | Add +0.1% | 103,307 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Add +38.4% | 100,184 | $3.3M |
| Employees Retirement System of Texas | 0.04% | New | 100,000 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 98,393 | $3.2M |
| AlphaQuest LLC | 0.43% | Add +607137.5% | 97,158 | $3.2M |
| Diversify Wealth Management, LLC | 0.37% | — | 86,821 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -8.0% | 89,293 | $2.9M |
| Amundi | 0.00% | Add +19.1% | 87,721 | $2.9M |
| Money Concepts Capital Corp. | 0.23% | Reduce -0.2% | 85,511 | $2.8M |
| Modern Wealth Management, LLC | 0.20% | Reduce -0.3% | 83,423 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 82,396 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.1% | 78,252 | $2.6M |
| ClariVest Asset Management LLC | 0.26% | Add +0.1% | 78,145 | $2.6M |
| RMR Wealth Builders | 0.29% | Reduce -5.7% | 77,969 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.19% | Add +67.1% | 77,686 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 77,241 | $2.5M |
| UniSuper Management Pty Ltd | 0.02% | Add +20.9% | 75,216 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +21.4% | 74,733 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.5% | 74,352 | $2.4M |
| O'Dell Group, LLC | 0.58% | No change | 66,427 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 72,842 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +2.5% | 72,611 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +2.1% | 72,074 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.7% | 71,493 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | — | 71,210 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.3% | 69,972 | $2.3M |
| First Foundation Advisors | 0.09% | Reduce -9.7% | 69,832 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -89.7% | 68,105 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 66,909 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.4% | 65,953 | $2.2M |
| Koshinski Asset Management, Inc. | 0.19% | Add +10.0% | 64,481 | $2.1M |
| My Legacy Advisors, LLC | 0.66% | Reduce -5.5% | 63,021 | $2.1M |
| Vestcor Inc | 0.07% | Add +2318.8% | 62,309 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 61,826 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +2.0% | 61,600 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -25.7% | 60,131 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Reduce -3.9% | 59,126 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +4.0% | 57,874 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -0.3% | 57,803 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 57,376 | $1.9M |
| FJ Capital Management LLC | 0.19% | Add +16.4% | 56,674 | $1.9M |
| Edgestream Partners, L.P. | 0.09% | Reduce -78.1% | 56,149 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +15.6% | 54,723 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -13.8% | 51,489 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -5.6% | 48,999 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Add +8.7% | 51,615 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +18.5% | 51,347 | $1.7M |
| Creative Planning | 0.00% | Reduce -1.6% | 50,214 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.0% | 50,155 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.8% | 49,464 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.0% | 49,228 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.7% | 47,943 | $1.6M |
| Centersquare Investment Management LLC | 0.02% | New | 46,750 | $1.5M |
| Comerica Bank | 0.01% | Reduce -11.5% | 45,017 | $1.5M |
| UBS Group AG | 0.00% | Reduce -61.6% | 43,925 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Reduce -52.8% | 42,813 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -2.9% | 42,676 | $1.4M |
| Cooper Financial Group | 0.20% | Add +1.9% | 41,754 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +4.5% | 41,437 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 40,738 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +20.9% | 40,367 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -3.4% | 38,195 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.8% | 37,328 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +193.4% | 36,965 | $1.2M |
| Well Done, LLC | 0.25% | No change | 36,729 | $1.2M |
| Calton & Associates, Inc. | 0.60% | Reduce -8.2% | 36,592 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.1% | 36,457 | $1.2M |
| Spire Wealth Management | 0.04% | Add +0.2% | 35,594 | $1.2M |
| Arkadios Wealth Advisors | 0.08% | Reduce -15.3% | 35,582 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -48.7% | 34,682 | $1.1M |
| Accel Wealth Management | 0.45% | Add +10.5% | 34,407 | $1.1M |
| PFG Investments, LLC | 0.08% | Reduce -6.8% | 34,335 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +4.1% | 34,224 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +183.1% | 33,690 | $1.1M |
| Vident Advisory, LLC | 0.03% | Reduce -9.4% | 33,252 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -1.2% | 33,128 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -8.8% | 32,534 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 31,100 | $1.0M |
| New York State Teachers Retirement System | 0.00% | No change | 31,000 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -36.0% | 30,733 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -36.0% | 30,733 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -9.0% | 29,722 | $972K |
| IFM Investors Pty Ltd | 0.01% | New | 28,334 | $927K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 27,973 | $915K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $914K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.0% | 27,702 | $906K |
| Teacher Retirement System of Texas | 0.01% | Add +11.5% | 27,466 | $898K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -12.0% | 27,526 | $897K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +343.2% | 27,036 | $884K |
| Citadel Advisors | 0.00% | New | 26,218 | $858K |
| Financial Partners Group, Inc | 0.13% | No change | 25,791 | $844K |
| M Holdings Securities, Inc. | 0.11% | Add +37.9% | 25,227 | $824K |
| Oliver Lagore Vanvalin Investment Group | 0.23% | Add +30.2% | 25,041 | $819K |
| Susquehanna International Group, LLP | 0.00% | Add +318.0% | 25,023 | $819K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.8% | 24,745 | $808K |
| Cresset Asset Management, LLC | 0.00% | Reduce -13.9% | 24,585 | $807K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -34.6% | 24,575 | $804K |
| Raymond James & Associates | 0.00% | Add +0.1% | 24,092 | $788K |
| Lakeridge Wealth Management LLC | 0.47% | Add +0.8% | 23,673 | $774K |
| Curi Capital, LLC | 0.02% | Reduce -3.8% | 23,388 | $765K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.9% | 23,255 | $761K |
| Cornercap Investment Counsel Inc. | 0.12% | Reduce -1.5% | 23,244 | $760K |
| STRS Ohio | 0.00% | Add +7.0% | 23,000 | $752K |
| Harbour Investments, Inc. | 0.03% | Reduce -4.3% | 22,895 | $749K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +14.5% | 22,600 | $739K |
| Carmel Capital Partners, LLC | 0.31% | No change | 22,499 | $736K |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 22,073 | $722K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +21.1% | 21,900 | $719K |
| Atom Investors LP | 0.07% | Reduce -58.1% | 21,681 | $709K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -37.4% | 21,317 | $697K |
| EWG Elevate Inc. | 0.25% | No change | 21,001 | $687K |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.6% | 20,846 | $682K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 20,506 | $671K |
| Bell Bank | 0.06% | Reduce -7.2% | 20,495 | $670K |
| Outlook Wealth Advisors, LLC | 0.21% | No change | 41,766 | $664K |
| Sigma Planning Corp | 0.02% | Reduce -7.4% | 20,275 | $663K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $650K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +872.2% | 19,649 | $643K |
| Caxton Associates LP | 0.03% | New | 19,548 | $639K |
| Natixis Advisors, LLC | 0.00% | Reduce -40.3% | 18,819 | $616K |
| Van Eck Associates Corp. | 0.00% | Add +8.8% | 18,786 | $614K |
| Coppell Advisory Solutions LLC | 0.10% | — | 18,711 | $612K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -35.4% | 18,579 | $608K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 18,573 | $608K |
| Apeiron RIA LLC | 0.19% | Reduce -2.3% | 18,507 | $605K |
| BlueChip Wealth Advisors LLC | 0.36% | Add +66.1% | 18,442 | $603K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 18,413 | $602K |
| Beacon Capital Management, LLC | 0.11% | Reduce -8.5% | 18,360 | $601K |
| Fiduciary Alliance LLC | 0.10% | Reduce -9.4% | 17,955 | $586K |
| Cwm, LLC | 0.00% | Reduce -41.2% | 17,161 | $561K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +7.2% | 16,930 | $554K |
| Sage Capital Management, LLC | 0.29% | Reduce -2.9% | 16,759 | $548K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.4% | 16,439 | $538K |
| Journey Strategic Wealth LLC | 0.02% | Add +34.3% | 16,429 | $537K |
| First Trust Advisors LP | 0.00% | Reduce -87.0% | 16,360 | $535K |
| Sound Income Strategies, LLC | 0.04% | Reduce -25.3% | 15,908 | $520K |
| Van Cleef Asset Management,Inc | 0.06% | Reduce -16.7% | 15,700 | $514K |
| Acorn Financial Advisory Services Inc. | 0.09% | No change | 15,437 | $505K |
| Aigen Investment Management, LP | 0.09% | New | 14,746 | $482K |
| Kovack Advisors, Inc. | 0.05% | Reduce -31.6% | 14,522 | $475K |
| Marcum Wealth, LLC | 0.05% | Add +14.4% | 14,346 | $469K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 14,232 | $466K |
| Smart Money Group LLC | 0.16% | Reduce -6.6% | 13,082 | $459K |
| Hendershot Investments Inc. | 0.07% | Reduce -1.0% | 13,896 | $455K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $450K |
| Praxis Investment Management Inc. | 0.03% | No change | 13,700 | $448K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.8% | 13,395 | $438K |
| Ignite Planners, LLC | 0.11% | Add +1.8% | 13,301 | $434K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -14.1% | 13,395 | $430K |
| Cadence Bank | 0.03% | Add +11.4% | 12,803 | $419K |
| Independent Advisor Alliance | 0.01% | No change | 12,649 | $414K |
| Bank of Montreal | 0.00% | Reduce -10.7% | 12,594 | $413K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -23.4% | 12,547 | $410K |
| Catalina Capital Group, LLC | 0.16% | Reduce -39.6% | 12,493 | $409K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 12,478 | $408K |
| Algert Global LLC | 0.01% | New | 12,309 | $403K |
| Fairway Wealth LLC | 0.23% | Reduce -43.2% | 12,173 | $398K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +22.9% | 11,800 | $386K |
| Townsquare Capital LLC | 0.01% | Add +68.5% | 11,614 | $380K |
| Hardy Reed LLC | 0.04% | New | 11,489 | $376K |
| Advisory Resource Group | 0.08% | Reduce -18.9% | 10,967 | $359K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 10,874 | $357K |
| Clark Capital Management Group, Inc. | 0.00% | New | 10,850 | $355K |
| Debussy Capital Management LP | 0.10% | No change | 10,790 | $353K |
| Castleview Partners, LLC | 0.20% | Reduce -30.1% | 10,588 | $346K |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 10,576 | $346K |
| Henshaw Capital LLC | 0.02% | No change | 10,239 | $335K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,267 | $332K |
| Metis Global Partners, LLC | 0.01% | Add +14.4% | 9,720 | $318K |
| Alpha Omega Group, Inc. | 0.40% | No change | 9,681 | $317K |
| Revisor Wealth Management LLC | 0.22% | Reduce -49.7% | 9,627 | $315K |
| Raleigh Capital Management Inc. | 0.13% | Add +0.9% | 9,537 | $312K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.6% | 9,493 | $311K |
| Savant Capital, LLC | 0.00% | Add +7.4% | 9,413 | $308K |
| Aspen Grove Capital, LLC | 0.07% | Reduce -0.3% | 9,251 | $304K |
| Ellevest, Inc. | 0.02% | Reduce -0.1% | 9,226 | $302K |
| MML Investors Services, LLC | 0.00% | Add +31.6% | 8,871 | $290K |
| Midwest Financial Group LLC | 0.18% | No change | 8,733 | $286K |
| Point72 (DIFC) Ltd | 0.03% | New | 8,709 | $285K |
| Lanark Financial, Inc. | 0.03% | No change | 8,667 | $283K |
| Kure Advisory, LLC | 0.23% | No change | 8,553 | $280K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -14.1% | 8,551 | $280K |
| AQR Capital Management | 0.00% | Reduce -38.6% | 8,474 | $277K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,400 | $275K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $274K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $269K |
| LexAurum Advisors, LLC | 0.06% | Add +0.3% | 8,000 | $262K |
| MSH Capital Advisors LLC | 0.09% | Add +26.7% | 7,964 | $260K |
| Lazard Asset Management LLC | 0.00% | Add +159.5% | 7,976 | $260K |
| Advisory Services Network, LLC | 0.01% | Add +33.6% | 7,946 | $260K |
| Verition Fund Management LLC | 0.00% | Reduce -8.5% | 7,827 | $256K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.0% | 7,827 | $256K |
| Xponance LLC | 0.00% | Add +6.3% | 7,789 | $255K |
| Accurate Wealth Management, LLC | 0.06% | No change | 7,534 | $255K |
| Lido Advisors, LLC | 0.00% | Reduce -16.7% | 7,574 | $248K |
| Rehmann Capital Advisory Group | 0.02% | No change | 7,594 | $248K |
| Mackenzie Financial Corp. | 0.00% | Add +0.2% | 7,570 | $248K |
| Barlow Wealth Partners, LLC | 0.03% | Add +0.9% | 7,270 | $247K |
| Private Advisor Group, LLC | 0.00% | New | 7,522 | $246K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -13.8% | 7,495 | $245K |
| Advisory Alpha, LLC | 0.01% | Reduce -28.0% | 7,448 | $244K |
| Plotkin Financial Advisors, LLC | 0.15% | No change | 7,304 | $239K |
| Blair William & Co. | 0.00% | No change | 7,205 | $236K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 7,123 | $233K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,089 | $231K |
| NFSG Corp | 0.09% | Reduce -9.3% | 7,054 | $231K |
| RFG Advisory, LLC | 0.01% | Reduce -4.1% | 7,041 | $230K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | No change | 7,014 | $229K |
| US Bancorp \de | 0.00% | Add +0.4% | 6,762 | $221K |
| Kimelman & Baird, LLC | 0.02% | — | 6,725 | $220K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,689 | $219K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,673 | $218K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,638 | $218K |
| Corient Private Wealth LP | 0.00% | Reduce -22.3% | 6,588 | $215K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.2% | 6,452 | $211K |
| Bremer Bank National Association | 0.04% | No change | 6,451 | $211K |
| Allen Capital Group, LLC | 0.03% | No change | 6,334 | $207K |
| Canton Hathaway, LLC | 0.06% | No change | 6,274 | $205K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 6,231 | $204K |
| Secure Asset Management, LLC | 0.04% | No change | 6,238 | $204K |
| Profund Advisors LLC | 0.01% | Reduce -8.6% | 6,194 | $203K |
| Retirement Financial Solutions, LLC | 0.09% | New | 6,127 | $200K |
| RE Dickinson Investment Advisors, LLC | 0.10% | No change | 5,079 | $166K |
| Continuum Advisory, LLC | 0.02% | No change | 5,067 | $166K |
| FIL Ltd | 0.00% | New | 4,432 | $145K |
| MCF Advisors LLC | 0.01% | No change | 4,394 | $144K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | New | 4,341 | $142K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.4% | 4,309 | $141K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 4,300 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.4% | 4,017 | $131K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.5% | 3,521 | $115K |
| EntryPoint Capital, LLC | 0.05% | New | 3,469 | $113K |
| Advantage Trust Co | 0.08% | No change | 3,386 | $111K |
| International Assets Investment Management, LLC | 0.01% | New | 3,261 | $107K |
| KBC Group NV | 0.00% | Add +23.6% | 3,202 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -46.4% | 3,176 | $104K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 3,070 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,948 | $96K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,574 | $84K |
| Syntax Research, Inc. | 0.07% | No change | 2,527 | $83K |
| GAMMA Investing LLC | 0.01% | Add +6.3% | 2,527 | $83K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $82K |
| Blue Trust, Inc. | 0.00% | Add +160.3% | 2,095 | $75K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,210 | $72K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,193 | $72K |
| PFG Private Wealth Management, LLC | 0.04% | New | 1,903 | $62K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 1,436 | $50K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 1,500 | $49K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,473 | $48K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +238.9% | 1,271 | $42K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,263 | $41K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $41K |
| Quadrant Capital Group LLC | 0.00% | Add +21.5% | 1,251 | $41K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,201 | $39K |
| Silicon Valley Capital Partners | 0.01% | Add +0.9% | 1,174 | $38K |
| IFP Advisors, Inc | 0.00% | Add +277.7% | 1,133 | $37K |
| Archer Investment Corp | 0.01% | No change | 1,114 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -15.6% | 1,007 | $33K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $33K |
| Flputnam Investment Management Co. | 0.00% | New | 1,000 | $33K |
| Hexagon Capital Partners LLC | 0.01% | No change | 967 | $32K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 943 | $31K |
| Horizon Investments, LLC | 0.00% | No change | 942 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -55.5% | 938 | $31K |
| FWL Investment Management, LLC | 0.01% | No change | 900 | $29K |
| Allworth Financial LP | 0.00% | Reduce -67.0% | 833 | $29K |
| WFA of San Diego, LLC | 0.02% | — | 816 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 785 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 777 | $25K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $23K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 680 | $22K |
| Simplex Trading, LLC | 0.00% | Reduce -73.7% | 690 | $22K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 628 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $20K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 602 | $20K |
| Cornerstone Planning Group LLC | 0.01% | New | 544 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 515 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | New | 500 | $16K |
| Mather Group, Llc. | 0.00% | New | 370 | $13K |
| Principal Securities, Inc. | 0.00% | Add +12.0% | 400 | $13K |
| CI Investments Inc. | 0.00% | Add +2.4% | 385 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 332 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 308 | $10K |
| Fifth Third Bancorp | 0.00% | Add +74.7% | 297 | $10K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -14.2% | 295 | $10K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -90.6% | 295 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -92.7% | 294 | $10K |
| Covestor Ltd | 0.01% | Add +0.4% | 268 | $9K |
| Abound Wealth Management | 0.00% | No change | 217 | $7K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -98.2% | 154 | $5K |
| Quarry LP | 0.00% | New | 128 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 124 | $4K |
| UMB Bank, n.a. | 0.00% | Add +72.5% | 88 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 79 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.2% | 57 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.4% | 55 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 40 | $1K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 25 | $818 |
| Huntington National Bank | 0.00% | Add +2200.0% | 23 | $753 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $557 |
| Signaturefd, LLC | 0.00% | New | 17 | $556 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.4% | 7 | $229 |
| Creekmur Asset Management LLC | 0.00% | Reduce -33.3% | 2 | $56 |
| Summit Securities Group LLC | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.