Phillips Edison & CompanyPECO
13F holders, Q3 2024 (September 30)402holders +29
52new positions
26sold out
4famous investors
$37.71avg. 13F price*
At the end of Q3 2024, 402 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 29 from Q2 2024. 52 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($811.2M), Vanguard Group Inc. ($725.5M) and Wellington Management Group LLP ($278.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $35.4M |
| Exits | 26 | $23.7M |
All 13F filers, Q2 2024 → Q3 2024: 6,395,560 shares bought and 3,815,887 shares sold, net +2,579,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| BlackRock, Inc. | 0.02% | — | 21,511,703 | $811.2M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 19,239,429 | $725.5M |
| Wellington Management Group LLP | 0.05% | Reduce -3.9% | 7,375,954 | $278.1M |
| State Street Corp. | 0.01% | Add +0.3% | 7,068,684 | $267.3M |
| Geode Capital Management, LLC | 0.01% | Add +0.6% | 3,190,836 | $120.3M |
| FMR LLC | 0.01% | Reduce -6.5% | 2,640,375 | $99.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 2,094,331 | $79.0M |
| Macquarie Group Ltd. | 0.06% | Reduce -2.3% | 1,556,473 | $58.7M |
| Norges Bank | 0.01% | No change | 1,480,544 | $55.8M |
| Duff & Phelps Investment Management Co. | 0.64% | Add +50.1% | 1,474,130 | $55.6M |
| Alyeska Investment Group, L.P. | 0.28% | Reduce -7.0% | 1,449,692 | $54.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 1,337,878 | $50.5M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 1,334,437 | $50.3M |
| Morgan Stanley | 0.00% | Add +23.5% | 1,273,961 | $48.0M |
| Centersquare Investment Management LLC | 0.40% | Add +2328.6% | 1,135,354 | $42.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 1,131,368 | $42.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.4% | 1,108,716 | $41.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.8% | 964,559 | $36.4M |
| Legal & General Group Plc | 0.01% | Reduce -9.3% | 903,347 | $34.1M |
| Cetera Investment Advisers | 0.07% | Reduce -5.5% | 851,939 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.4% | 841,616 | $31.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +408.0% | 765,822 | $28.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -17.4% | 730,398 | $27.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -22.9% | 586,125 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.4% | 577,930 | $21.8M |
| Millennium Management | 0.02% | Add +100.3% | 514,112 | $19.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +260.0% | 450,000 | $17.0M |
| Aew Capital Management L P | 0.69% | New | 427,070 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Add +27.5% | 422,023 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -5.3% | 418,773 | $15.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +24.4% | 399,608 | $15.1M |
| Rhumbline Advisers | 0.01% | Reduce -3.3% | 388,669 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 381,100 | $14.4M |
| Bank of America Corp. | 0.00% | Add +1.5% | 334,635 | $12.6M |
| LPL Financial LLC | 0.01% | Add +14.9% | 329,168 | $12.4M |
| Deutsche Bank AG | 0.01% | Add +5.1% | 325,855 | $12.3M |
| Kennedy Capital Management LLC | 0.26% | Add +173.0% | 313,106 | $11.8M |
| Barclays PLC | 0.00% | Add +49.2% | 279,432 | $10.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.8% | 272,926 | $10.3M |
| Public Sector Pension Investment Board | 0.05% | Reduce -3.5% | 259,938 | $9.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +2796.4% | 243,298 | $9.2M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 239,100 | $9.0M |
| Public Employees Retirement System of Ohio | 0.04% | Add +25.8% | 219,555 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 217,520 | $8.2M |
| B&I Capital AG | 2.32% | Reduce -4.6% | 212,545 | $8.0M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 199,110 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -67.4% | 198,424 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.4% | 195,802 | $7.4M |
| Sei Investments Co. | 0.01% | Add +464.6% | 187,049 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -31.8% | 184,315 | $7.0M |
| Citigroup Inc. | 0.01% | Add +44.6% | 177,569 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +54.6% | 172,712 | $6.5M |
| Employees Retirement System of Texas | 0.07% | Add +70.0% | 170,000 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -0.5% | 169,699 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.8% | 162,865 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.6% | 153,560 | $5.8M |
| McAdam, LLC | 0.32% | Reduce -10.0% | 149,413 | $5.6M |
| UBS Group AG | 0.00% | Add +237.3% | 148,148 | $5.6M |
| STRS Ohio | 0.02% | Add +516.1% | 141,700 | $5.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +578.6% | 139,146 | $5.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -14.6% | 137,399 | $5.2M |
| Centaurus Financial, Inc. | 0.33% | Add +3.7% | 136,258 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.7% | 134,433 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -0.1% | 130,865 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -2.0% | 128,121 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 115,798 | $4.4M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -28.5% | 113,191 | $4.3M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -7.5% | 109,568 | $4.1M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +3.6% | 109,531 | $4.1M |
| Aberdeen Group plc | 0.01% | Add +2.9% | 106,331 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.2% | 101,370 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.3% | 101,588 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.4% | 97,747 | $3.7M |
| HSBC Holdings PLC | 0.00% | Reduce -2.7% | 95,760 | $3.6M |
| Bank of Montreal | 0.00% | Add +609.1% | 89,300 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +24.6% | 84,828 | $3.2M |
| Amundi | 0.00% | Add +0.5% | 88,123 | $3.2M |
| Diversify Wealth Management, LLC | 0.30% | Reduce -2.2% | 84,896 | $3.1M |
| First Trust Advisors LP | 0.00% | Add +403.6% | 82,397 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Reduce -5.8% | 80,595 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78,252 | $3.0M |
| Modern Wealth Management, LLC | 0.18% | Reduce -8.6% | 76,223 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 73,593 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -7.5% | 71,871 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.5% | 71,734 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 71,346 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 70,885 | $2.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 70,470 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 70,132 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -5.3% | 68,755 | $2.6M |
| ClariVest Asset Management LLC | 0.26% | No change | 78,145 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.9% | 67,129 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.6% | 67,163 | $2.5M |
| O'Dell Group, LLC | 0.55% | Reduce -1.1% | 65,696 | $2.5M |
| First Foundation Advisors | 0.09% | Reduce -8.8% | 63,682 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -5.1% | 62,582 | $2.4M |
| RMR Wealth Builders | 0.25% | Reduce -21.4% | 61,253 | $2.3M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -6.6% | 60,239 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 59,281 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.9% | 59,200 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +1.0% | 58,431 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.6% | 55,608 | $2.1M |
| AlphaQuest LLC | 0.19% | Reduce -43.0% | 55,352 | $2.1M |
| Integrated Advisors Network LLC | 0.10% | Reduce -6.9% | 55,038 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.9% | 54,993 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.9% | 54,775 | $2.1M |
| My Legacy Advisors, LLC | 0.80% | Reduce -15.2% | 53,464 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.5% | 52,210 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -36.9% | 52,006 | $2.0M |
| Man Group plc | 0.01% | New | 50,729 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.4% | 51,273 | $1.9M |
| Creative Planning | 0.00% | Reduce -2.6% | 48,929 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +90.5% | 47,673 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.3% | 47,628 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.9% | 47,501 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -7.7% | 47,387 | $1.8M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.6% | 47,863 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -37.3% | 46,641 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -6.1% | 46,016 | $1.7M |
| Twinbeech Capital LP | 0.03% | New | 45,968 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +132.7% | 43,782 | $1.7M |
| Comerica Bank | 0.01% | Reduce -4.1% | 43,156 | $1.6M |
| Voloridge Investment Management, LLC | 0.01% | Add +471.5% | 42,836 | $1.6M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | No change | 42,813 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +4.8% | 42,715 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.45% | No change | 41,766 | $1.6M |
| Cooper Financial Group | 0.20% | Add +0.0% | 41,757 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -3.1% | 41,367 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.9% | 40,835 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +30.9% | 40,700 | $1.5M |
| American Century Companies Inc. | 0.00% | Reduce -89.8% | 39,785 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +6.0% | 39,200 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -4.2% | 38,668 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -26.4% | 38,015 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.5% | 37,737 | $1.4M |
| Calton & Associates, Inc. | 0.54% | Add +1.8% | 37,233 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.6% | 36,948 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 35,983 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 35,244 | $1.3M |
| Vident Advisory, LLC | 0.03% | Add +5.8% | 35,184 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.7% | 34,965 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -2.0% | 34,872 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.7% | 34,635 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.7% | 34,635 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -16.8% | 34,467 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -54.1% | 34,500 | $1.3M |
| Accel Wealth Management | 0.48% | Reduce -1.4% | 33,933 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 33,690 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.3% | 33,209 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +26.9% | 31,411 | $1.2M |
| Oliver Lagore Vanvalin Investment Group | 0.31% | Add +22.0% | 30,541 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 30,224 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.9% | 30,100 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -15.6% | 28,981 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.9% | 28,856 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +563.6% | 28,593 | $1.1M |
| FJ Capital Management LLC | 0.11% | Reduce -49.7% | 28,485 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Reduce -0.0% | 28,325 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +3.1% | 28,392 | $1.1M |
| Teacher Retirement System of Texas | 0.01% | Add +2.4% | 28,123 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 27,449 | $1.0M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.03% | New | 25,909 | $977K |
| Financial Partners Group, Inc | 0.14% | No change | 25,791 | $973K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.2% | 25,703 | $969K |
| ProShare Advisors LLC | 0.00% | Add +37.9% | 25,611 | $966K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.5% | 25,178 | $949K |
| Squarepoint Ops LLC | 0.00% | New | 24,607 | $928K |
| Los Angeles Capital Management LLC | 0.00% | New | 24,434 | $921K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.1% | 23,833 | $901K |
| State of Wisconsin Investment Board | 0.00% | Add +12.9% | 23,546 | $888K |
| Waverly Advisors, LLC | 0.02% | Add +0.7% | 23,421 | $883K |
| Intech Investment Management LLC | 0.01% | New | 23,266 | $877K |
| Curi Capital, LLC | 0.02% | Reduce -2.3% | 22,858 | $862K |
| Verition Fund Management LLC | 0.01% | Add +191.3% | 22,802 | $860K |
| Harbour Investments, Inc. | 0.03% | Reduce -1.3% | 22,600 | $852K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 22,600 | $852K |
| Carmel Capital Partners, LLC | 0.33% | No change | 22,499 | $848K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 22,083 | $833K |
| Lakeridge Wealth Management LLC | 0.45% | Reduce -7.3% | 21,946 | $828K |
| EWG Elevate Inc. | 0.32% | No change | 21,001 | $792K |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 21,102 | $781K |
| Bell Bank | 0.09% | No change | 20,495 | $773K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $750K |
| Exchange Traded Concepts, LLC | 0.02% | New | 19,675 | $742K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -86.0% | 19,500 | $735K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.0% | 19,401 | $732K |
| Atom Investors LP | 0.08% | Reduce -12.1% | 19,060 | $719K |
| EPG Wealth Management LLC | 0.18% | Add +0.0% | 18,912 | $713K |
| Entropy Technologies, LP | 0.07% | New | 18,871 | $712K |
| BlueChip Wealth Advisors LLC | 0.36% | No change | 18,442 | $695K |
| Sigma Planning Corp | 0.02% | Reduce -9.8% | 18,282 | $689K |
| Fiduciary Alliance LLC | 0.09% | No change | 17,955 | $677K |
| Silver Oak Securities, Incorporated | 0.07% | No change | 18,579 | $677K |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -3.7% | 18,021 | $671K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +5.2% | 17,803 | $671K |
| M Holdings Securities, Inc. | 0.16% | Reduce -31.6% | 17,260 | $651K |
| Lazard Asset Management LLC | 0.00% | Add +115.1% | 17,156 | $646K |
| Journey Strategic Wealth LLC | 0.02% | Add +3.3% | 16,966 | $640K |
| Sage Capital Management, LLC | 0.30% | Add +0.5% | 16,837 | $635K |
| American Trust Investment Advisors, LLC | 0.24% | New | 15,860 | $598K |
| Van Cleef Asset Management,Inc | 0.07% | No change | 15,700 | $592K |
| Point72 Asset Management | 0.00% | New | 15,600 | $588K |
| Beacon Capital Management, LLC | 0.08% | Reduce -16.6% | 15,315 | $578K |
| Cwm, LLC | 0.00% | Reduce -10.9% | 15,290 | $577K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.7% | 15,178 | $572K |
| Rothschild Investment LLC | 0.04% | Add +59780.0% | 14,970 | $565K |
| Apeiron RIA LLC | 0.16% | Reduce -19.8% | 14,846 | $560K |
| FORA Capital, LLC | 0.06% | New | 14,529 | $548K |
| Cassady Schiller Wealth Management, LLC | 0.20% | New | 14,471 | $546K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -6.4% | 14,451 | $545K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 14,232 | $537K |
| Marcum Wealth, LLC | 0.05% | Reduce -2.2% | 14,026 | $529K |
| Well Done, LLC | 0.10% | Reduce -61.9% | 14,009 | $528K |
| Hendershot Investments Inc. | 0.07% | No change | 13,896 | $524K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $519K |
| Praxis Investment Management Inc. | 0.03% | No change | 13,700 | $517K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 13,395 | $505K |
| Smart Money Group LLC | 0.18% | Reduce -0.5% | 13,023 | $492K |
| Two Sigma Securities, LLC | 0.04% | New | 12,978 | $489K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 13,395 | $485K |
| Metis Global Partners, LLC | 0.01% | Add +29.8% | 12,613 | $476K |
| Catalina Capital Group, LLC | 0.16% | Add +0.6% | 12,572 | $474K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,547 | $473K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 12,409 | $468K |
| Sound Income Strategies, LLC | 0.03% | Reduce -22.4% | 12,349 | $466K |
| Fairway Wealth LLC | 0.23% | No change | 12,173 | $459K |
| Cornercap Investment Counsel Inc. | 0.13% | Reduce -48.3% | 12,017 | $453K |
| Engineers Gate Manager LP | 0.01% | New | 11,929 | $450K |
| Kovack Advisors, Inc. | 0.05% | Reduce -20.0% | 11,617 | $438K |
| Bayesian Capital Management, LP | 0.05% | New | 11,600 | $437K |
| Cadence Bank | 0.03% | Reduce -10.3% | 11,489 | $433K |
| Ignite Planners, LLC | 0.10% | Reduce -13.7% | 11,486 | $433K |
| Hardy Reed LLC | 0.04% | No change | 11,489 | $433K |
| Perpetual Ltd | 0.00% | New | 11,080 | $418K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 10,874 | $411K |
| M&T Bank Corp | 0.00% | Add +2.9% | 10,883 | $410K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,850 | $409K |
| Debussy Capital Management LP | 0.12% | No change | 10,790 | $407K |
| Beck Capital Management, LLC | 0.11% | New | 10,767 | $406K |
| First Heartland Consultants, Inc. | 0.04% | Add +12.3% | 10,663 | $402K |
| PEAK6 Investments LLC | 0.02% | New | 10,557 | $398K |
| Independent Advisor Alliance | 0.01% | Reduce -18.6% | 10,303 | $389K |
| Henshaw Capital LLC | 0.02% | No change | 10,239 | $386K |
| Global Wealth Management Investment Advisory, Inc. | 0.08% | Add +43.1% | 10,040 | $379K |
| Brass Tax Wealth Management, Inc. | 0.08% | New | 10,012 | $378K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1895.4% | 9,977 | $376K |
| Synovus Financial Corp. | 0.00% | New | 9,960 | $376K |
| Alpha Omega Group, Inc. | 0.50% | No change | 9,681 | $365K |
| Raleigh Capital Management Inc. | 0.14% | Add +0.8% | 9,618 | $363K |
| Aspen Grove Capital, LLC | 0.08% | No change | 9,251 | $350K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,267 | $349K |
| Ellevest, Inc. | 0.02% | Add +0.4% | 9,263 | $349K |
| Castleview Partners, LLC | 0.20% | Reduce -14.2% | 9,088 | $343K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 8,938 | $337K |
| Savant Capital, LLC | 0.00% | Reduce -5.3% | 8,916 | $336K |
| NFSG Corp | 0.12% | Add +25.4% | 8,849 | $334K |
| Midwest Financial Group LLC | 0.19% | Reduce -0.9% | 8,658 | $326K |
| Lanark Financial, Inc. | 0.03% | No change | 8,667 | $326K |
| Kure Advisory, LLC | 0.29% | Add +0.1% | 8,559 | $323K |
| Centiva Capital, LP | 0.01% | New | 8,442 | $318K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $316K |
| Mackenzie Financial Corp. | 0.00% | Add +10.6% | 8,372 | $316K |
| Peak Asset Management, LLC | 0.06% | No change | 8,214 | $310K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -4.1% | 8,197 | $309K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,151 | $307K |
| Xponance LLC | 0.00% | Add +3.2% | 8,039 | $303K |
| Private Advisor Group, LLC | 0.00% | Add +6.5% | 8,009 | $302K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.8% | 7,767 | $293K |
| MSH Capital Advisors LLC | 0.09% | Reduce -3.7% | 7,670 | $289K |
| AQR Capital Management | 0.00% | Reduce -10.2% | 7,614 | $287K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 7,595 | $286K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.6% | 7,271 | $286K |
| Corient Private Wealth LP | 0.00% | Add +12.8% | 7,428 | $280K |
| Accurate Wealth Management, LLC | 0.06% | No change | 7,534 | $279K |
| Plotkin Financial Advisors, LLC | 0.16% | No change | 7,304 | $275K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.4% | 7,272 | $274K |
| RFG Advisory, LLC | 0.01% | No change | 7,041 | $266K |
| Barlow Wealth Partners, LLC | 0.03% | Add +0.8% | 7,329 | $265K |
| Caxton Associates LP | 0.01% | Reduce -64.1% | 7,018 | $265K |
| Advisory Services Network, LLC | 0.01% | No change | 7,946 | $260K |
| Capula Management Ltd | 0.00% | New | 6,730 | $254K |
| Kimelman & Baird, LLC | 0.02% | No change | 6,725 | $254K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,689 | $252K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,673 | $252K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 6,668 | $251K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,638 | $251K |
| EntryPoint Capital, LLC | 0.14% | Add +91.0% | 6,627 | $250K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,452 | $243K |
| Bremer Bank National Association | 0.05% | No change | 6,451 | $243K |
| Point72 (DIFC) Ltd | 0.02% | Reduce -25.9% | 6,449 | $243K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 6,403 | $241K |
| Blair William & Co. | 0.00% | Reduce -11.5% | 6,379 | $241K |
| Profund Advisors LLC | 0.01% | Add +2.8% | 6,368 | $240K |
| Allen Capital Group, LLC | 0.03% | No change | 6,334 | $239K |
| Canton Hathaway, LLC | 0.06% | No change | 6,274 | $237K |
| LexAurum Advisors, LLC | 0.05% | Reduce -21.8% | 6,258 | $236K |
| Three Bridge Wealth Advisors, LLC | 0.09% | No change | 6,231 | $236K |
| Townsquare Capital LLC | 0.00% | Reduce -48.3% | 6,009 | $227K |
| GW Henssler & Associates Ltd. | 0.01% | New | 6,008 | $227K |
| Columbus Macro, LLC | 0.08% | New | 5,975 | $225K |
| World Equity Group, Inc. | 0.08% | New | 5,936 | $224K |
| Advisory Resource Group | 0.05% | Reduce -46.1% | 5,914 | $223K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,847 | $221K |
| GenTrust, LLC | 0.01% | New | 5,833 | $221K |
| XTX Topco Ltd | 0.02% | New | 5,711 | $215K |
| Norinchukin Bank, The | 0.00% | New | 5,536 | $209K |
| First Trust Direct Indexing L.P. | 0.01% | New | 5,471 | $206K |
| Evergreen Capital Management LLC | 0.01% | New | 5,420 | $205K |
| Concorde Asset Management, LLC | 0.12% | New | 5,423 | $205K |
| Providence Wealth Advisors, LLC | 0.15% | New | 5,440 | $201K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,311 | $200K |
| Continuum Advisory, LLC | 0.03% | No change | 5,067 | $196K |
| Point72 Hong Kong Ltd | 0.01% | New | 5,097 | $192K |
| RE Dickinson Investment Advisors, LLC | 0.11% | No change | 5,079 | $192K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +34.9% | 4,751 | $177K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 4,308 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 3,991 | $151K |
| KBC Group NV | 0.00% | Add +21.9% | 3,902 | $147K |
| First Pacific Financial | 0.03% | New | 3,735 | $141K |
| MCF Advisors LLC | 0.01% | Reduce -19.7% | 3,528 | $133K |
| Advantage Trust Co | 0.09% | No change | 3,386 | $128K |
| Tsfg, LLC | 0.03% | New | 3,373 | $127K |
| GAMMA Investing LLC | 0.01% | Add +31.8% | 3,330 | $126K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +120.0% | 3,300 | $124K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 3,070 | $116K |
| Vestcor Inc | 0.00% | Reduce -95.4% | 2,841 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.7% | 2,804 | $106K |
| International Assets Investment Management, LLC | 0.01% | Reduce -15.3% | 2,761 | $104K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,574 | $97K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $95K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.5% | 2,266 | $85K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,230 | $84K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,210 | $83K |
| Blue Trust, Inc. | 0.00% | Add +15.5% | 2,420 | $79K |
| FIL Ltd | 0.00% | Reduce -58.7% | 1,830 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -38.4% | 1,815 | $68K |
| PFG Private Wealth Management, LLC | 0.04% | Reduce -14.3% | 1,631 | $62K |
| Danske Bank A/S | 0.00% | New | 1,500 | $57K |
| Quadrant Capital Group LLC | 0.00% | Add +18.9% | 1,487 | $56K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,473 | $56K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -33.3% | 1,462 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 1,447 | $55K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $50K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,271 | $48K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,263 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $47K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 1,201 | $45K |
| Silicon Valley Capital Partners | 0.01% | Add +0.8% | 1,183 | $45K |
| Archer Investment Corp | 0.01% | No change | 1,114 | $42K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,007 | $38K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $38K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $38K |
| Legacy Investment Solutions, LLC | 0.02% | — | 933 | $36K |
| Legacy Wealth Managment, LLC | 0.02% | — | 933 | $36K |
| Hexagon Capital Partners LLC | 0.01% | No change | 967 | $36K |
| Kozak & Associates, Inc. | 0.01% | Add +0.7% | 950 | $35K |
| FWL Investment Management, LLC | 0.01% | No change | 900 | $34K |
| Allworth Financial LP | 0.00% | No change | 833 | $31K |
| WFA of San Diego, LLC | 0.03% | No change | 816 | $31K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 777 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.2% | 758 | $29K |
| V-Square Quantitative Management LLC | 0.00% | New | 749 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $27K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 680 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $24K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -22.3% | 610 | $23K |
| Simplex Trading, LLC | 0.00% | Reduce -14.6% | 589 | $22K |
| True Wealth Design, LLC | 0.01% | New | 551 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -55.9% | 500 | $19K |
| CI Investments Inc. | 0.00% | Add +7.0% | 412 | $16K |
| Creative Financial Designs Inc. | 0.00% | Reduce -18.6% | 419 | $16K |
| Sterling Capital Management LLC | 0.00% | — | 383 | $14K |
| Fifth Third Bancorp | 0.00% | Add +27.9% | 380 | $14K |
| Principal Securities, Inc. | 0.00% | Reduce -16.3% | 335 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 332 | $13K |
| UMB Bank, n.a. | 0.00% | Add +255.7% | 313 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 308 | $12K |
| Valued Wealth Advisors LLC | 0.01% | Add +0.7% | 297 | $11K |
| Covestor Ltd | 0.01% | No change | 268 | $10K |
| GeoWealth Management, LLC | 0.00% | New | 236 | $9K |
| Bessemer Group Inc. | 0.00% | New | 203 | $8K |
| Abound Wealth Management | 0.00% | Reduce -3.2% | 210 | $8K |
| Assetmark, Inc. | 0.00% | New | 163 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 154 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 133 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 124 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +87.7% | 107 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 79 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.1% | 50 | $2K |
| Lindbrook Capital, LLC | 0.00% | New | 47 | $2K |
| Huntington National Bank | 0.00% | No change | 23 | $868 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $642 |
| Signaturefd, LLC | 0.00% | No change | 17 | $641 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 15 | $566 |
| Mendota Financial Group, LLC | 0.00% | New | 10 | $378 |
| Dunhill Financial, LLC | 0.00% | New | 8 | $303 |
| Parkside Financial Bank & Trust | 0.00% | Add +14.3% | 8 | $302 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $65 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -99.7% | 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.