Phillips Edison & CompanyPECO
13F holders, Q4 2024 (December 31)403holders +1
27new positions
42sold out
2famous investors
$37.46avg. 13F price*
At the end of Q4 2024, 403 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 1 from Q3 2024. 27 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($829.0M), Vanguard Group Inc. ($723.8M) and Wellington Management Group LLP ($282.4M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $15.1M |
| Exits | 42 | $80.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,879,487 shares bought and 3,646,946 shares sold, net +2,232,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| BlackRock, Inc. | 0.02% | Add +2.9% | 22,130,781 | $829.0M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 19,322,342 | $723.8M |
| Wellington Management Group LLP | 0.05% | Add +2.2% | 7,537,917 | $282.4M |
| State Street Corp. | 0.01% | Add +3.0% | 7,278,243 | $273.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.3% | 3,181,904 | $119.2M |
| FMR LLC | 0.01% | Add +14.6% | 3,026,358 | $113.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 2,145,517 | $80.4M |
| JPMorgan Chase & Co. | 0.01% | Add +53.6% | 1,737,423 | $65.1M |
| Northern Trust Corp. | 0.01% | Add +26.7% | 1,690,805 | $63.3M |
| Norges Bank | 0.01% | Add +0.9% | 1,494,323 | $56.0M |
| Duff & Phelps Investment Management Co. | 0.65% | Reduce -1.2% | 1,456,975 | $54.6M |
| Alyeska Investment Group, L.P. | 0.20% | Reduce -2.2% | 1,417,185 | $53.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.4% | 1,396,937 | $52.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.3% | 1,383,090 | $51.8M |
| Macquarie Group Ltd. | 0.06% | Reduce -12.8% | 1,357,445 | $50.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.5% | 1,103,491 | $41.3M |
| Morgan Stanley | 0.00% | Reduce -17.8% | 1,047,495 | $39.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 969,592 | $36.3M |
| Legal & General Group Plc | 0.01% | Reduce -7.0% | 840,406 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +13.9% | 832,117 | $31.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.6% | 785,928 | $29.4M |
| Cetera Investment Advisers | 0.06% | Reduce -8.8% | 777,242 | $29.1M |
| Aew Capital Management L P | 1.14% | Add +47.0% | 627,889 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 595,165 | $22.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +31.3% | 590,861 | $22.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.0% | 586,075 | $22.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +27.8% | 510,817 | $19.1M |
| ExodusPoint Capital Management, LP | 0.19% | Add +341.1% | 499,336 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -2.9% | 406,845 | $15.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 401,131 | $15.0M |
| Invesco Ltd. | 0.00% | Add +3.3% | 393,621 | $14.7M |
| Rhumbline Advisers | 0.01% | Add +0.7% | 391,550 | $14.7M |
| Millennium Management | 0.01% | Reduce -27.4% | 373,081 | $14.0M |
| Verition Fund Management LLC | 0.07% | Add +1533.9% | 372,560 | $14.0M |
| LPL Financial LLC | 0.01% | Add +12.6% | 370,636 | $13.9M |
| Deutsche Bank AG | 0.01% | Add +10.4% | 359,788 | $13.5M |
| Barclays PLC | 0.01% | Add +19.3% | 333,297 | $12.5M |
| UBS Group AG | 0.00% | Add +112.2% | 314,430 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -8.5% | 306,138 | $11.5M |
| Public Sector Pension Investment Board | 0.05% | Add +17.5% | 305,459 | $11.4M |
| Kennedy Capital Management LLC | 0.25% | Reduce -3.0% | 303,729 | $11.4M |
| Jain Global LLC | 0.32% | — | 282,679 | $10.6M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.4% | 279,426 | $10.5M |
| B&I Capital AG | 3.16% | Add +21.9% | 259,045 | $9.7M |
| Sei Investments Co. | 0.01% | Add +32.7% | 248,159 | $9.3M |
| Swiss National Bank | 0.01% | Add +0.8% | 240,900 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.6% | 218,321 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.5% | 205,593 | $7.7M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 197,701 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 195,127 | $7.3M |
| Citigroup Inc. | 0.01% | Add +9.0% | 193,523 | $7.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +30.7% | 181,856 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 180,760 | $6.8M |
| Mariner, LLC | 0.01% | Add +0.0% | 169,730 | $6.4M |
| Independent Financial Group, LLC | 0.20% | Add +18.6% | 162,972 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.7% | 162,380 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -9.4% | 147,591 | $5.5M |
| McAdam, LLC | 0.30% | Reduce -2.5% | 145,696 | $5.5M |
| Centaurus Financial, Inc. | 0.31% | Reduce -1.7% | 133,886 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.1% | 132,944 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.3% | 128,465 | $4.8M |
| Amundi | 0.00% | Add +47.2% | 129,718 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -4.3% | 125,265 | $4.7M |
| Sophron Capital Management L.P. | 1.81% | — | 122,317 | $4.6M |
| Aberdeen Group plc | 0.01% | Add +14.4% | 121,605 | $4.6M |
| Modern Wealth Management, LLC | 0.16% | Add +54.1% | 117,428 | $4.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.0% | 114,600 | $4.3M |
| Bank of Montreal | 0.00% | Add +24.7% | 111,333 | $4.2M |
| Raymond James Financial Inc. | 0.00% | — | 110,553 | $4.1M |
| HSBC Holdings PLC | 0.00% | Add +9.8% | 105,182 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 100,247 | $3.8M |
| Edgestream Partners, L.P. | 0.16% | New | 99,621 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Add +0.1% | 97,824 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -52.2% | 94,764 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +96.6% | 91,709 | $3.4M |
| First Trust Advisors LP | 0.00% | Add +8.8% | 89,668 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -18.4% | 89,325 | $3.3M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -23.2% | 84,107 | $3.2M |
| Money Concepts Capital Corp. | 0.23% | Add +1.6% | 81,886 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.4% | 81,068 | $3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.1% | 80,675 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 79,799 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +42.1% | 79,034 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 77,976 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Add +5.8% | 77,874 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +29.3% | 76,673 | $2.9M |
| Diversify Wealth Management, LLC | 0.22% | Reduce -7.9% | 78,219 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.12% | Add +0.8% | 72,465 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 72,476 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 69,912 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 69,119 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +0.8% | 67,697 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -3.2% | 66,533 | $2.5M |
| Martingale Asset Management L P | 0.06% | New | 66,160 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +38.7% | 65,880 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +54.0% | 65,764 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 65,370 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +4.4% | 65,334 | $2.4M |
| O'Dell Group, LLC | 0.54% | Reduce -2.4% | 64,142 | $2.4M |
| First Foundation Advisors | 0.08% | Reduce -6.4% | 59,615 | $2.2M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -1.2% | 59,542 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.2% | 59,300 | $2.2M |
| Creative Planning | 0.00% | Add +18.0% | 57,753 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +19.6% | 57,033 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.9% | 56,721 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Add +29.8% | 55,613 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +24.8% | 54,647 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.4% | 53,482 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.5% | 53,067 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -5.2% | 52,182 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +49.2% | 52,157 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.1% | 52,130 | $2.0M |
| Holocene Advisors, LP | 0.01% | Reduce -40.5% | 50,469 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +1.2% | 51,891 | $1.9M |
| RMR Wealth Builders | 0.19% | Reduce -19.0% | 49,593 | $1.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +2.4% | 48,989 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -0.0% | 47,374 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.8% | 46,759 | $1.8M |
| My Legacy Advisors, LLC | 0.66% | Reduce -10.8% | 47,688 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +88.9% | 43,947 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +13.0% | 43,687 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.9% | 42,335 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +3.4% | 42,100 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.45% | No change | 41,766 | $1.6M |
| Cooper Financial Group | 0.19% | Add +0.0% | 41,759 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -9.4% | 41,691 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.2% | 41,287 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 41,137 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.4% | 40,689 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.5% | 38,671 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -62.4% | 38,153 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 38,015 | $1.4M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 37,001 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -0.1% | 35,930 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 35,534 | $1.3M |
| Foresight Group Ltd Liability Partnership | 0.20% | New | 35,529 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.2% | 34,942 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | No change | 34,500 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.2% | 34,105 | $1.3M |
| Certior Financial Group, LLC | 1.13% | — | 33,859 | $1.3M |
| Calton & Associates, Inc. | 0.56% | Reduce -9.8% | 33,580 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.6% | 33,215 | $1.2M |
| Accel Wealth Management | 0.47% | Reduce -2.6% | 33,055 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 33,009 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -81.1% | 32,675 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +15.4% | 32,443 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.6% | 32,000 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.8% | 31,222 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -9.8% | 31,222 | $1.2M |
| Oliver Lagore Vanvalin Investment Group | 0.30% | Add +1.5% | 30,988 | $1.2M |
| New York State Teachers Retirement System | 0.00% | No change | 30,100 | $1.1M |
| Entropy Technologies, LP | 0.12% | Add +58.7% | 29,954 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -25.3% | 29,301 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 28,856 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Reduce -0.2% | 28,268 | $1.1M |
| FJ Capital Management LLC | 0.12% | Reduce -1.0% | 28,189 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -9.3% | 27,416 | $1.0M |
| PFG Investments, LLC | 0.06% | Reduce -5.8% | 27,311 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 26,152 | $980K |
| KLP Kapitalforvaltning As | 0.00% | — | 25,900 | $972K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +14.8% | 25,954 | $972K |
| Los Angeles Capital Management LLC | 0.00% | Add +5.6% | 25,803 | $967K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.7% | 25,013 | $937K |
| Lazard Asset Management LLC | 0.00% | Add +45.1% | 24,896 | $932K |
| Squarepoint Ops LLC | 0.00% | Add +0.1% | 24,621 | $922K |
| Financial Partners Group, Inc | 0.13% | Reduce -4.8% | 24,544 | $919K |
| Dynamic Financial Group | 0.90% | — | 23,647 | $886K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.9% | 23,392 | $879K |
| Van Eck Associates Corp. | 0.00% | Add +10.2% | 23,257 | $871K |
| TCW Group Inc. | 0.01% | New | 22,996 | $861K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -19.2% | 22,928 | $858K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.0% | 22,715 | $851K |
| Dark Forest Capital Management LP | 0.13% | New | 22,666 | $849K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 22,652 | $849K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.6% | 22,457 | $841K |
| Curi Capital, LLC | 0.02% | Reduce -1.8% | 22,446 | $841K |
| Carmel Capital Partners, LLC | 0.34% | Reduce -0.8% | 22,310 | $836K |
| Lakeridge Wealth Management LLC | 0.43% | Add +0.8% | 22,113 | $828K |
| Vident Advisory, LLC | 0.01% | Reduce -38.2% | 21,757 | $815K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.1% | 21,677 | $812K |
| Cwm, LLC | 0.00% | Add +39.4% | 21,306 | $798K |
| EWG Elevate Inc. | 0.24% | No change | 21,001 | $787K |
| Twinbeech Capital LP | 0.01% | Reduce -55.2% | 20,597 | $772K |
| Bell Bank | 0.06% | No change | 20,495 | $768K |
| Caisse Des Depots Et Consignations | 0.04% | — | 20,314 | $761K |
| Atom Investors LP | 0.09% | Add +6.5% | 20,289 | $760K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.6% | 20,185 | $756K |
| American Trust Investment Advisors, LLC | 0.31% | Add +26.9% | 20,120 | $754K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $745K |
| Westwood Holdings Group Inc. | 0.01% | No change | 19,500 | $730K |
| Ameriflex Group, Inc. | 0.33% | — | 19,799 | $719K |
| IHT Wealth Management, LLC | 0.02% | Reduce -15.1% | 18,759 | $703K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.7% | 18,456 | $695K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.4% | 17,960 | $673K |
| Fiduciary Alliance LLC | 0.07% | No change | 17,955 | $673K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -2.9% | 18,037 | $671K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -1.1% | 17,825 | $663K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 17,535 | $657K |
| BlueChip Wealth Advisors LLC | 0.36% | Reduce -5.2% | 17,490 | $655K |
| Sigma Planning Corp | 0.02% | Reduce -6.5% | 17,101 | $641K |
| Sage Capital Management, LLC | 0.32% | Add +0.3% | 16,895 | $633K |
| EPG Wealth Management LLC | 0.16% | Reduce -13.8% | 16,306 | $611K |
| M Holdings Securities, Inc. | 0.10% | Reduce -5.8% | 16,260 | $609K |
| BNP Paribas Financial Markets | 0.00% | New | 15,766 | $591K |
| Van Cleef Asset Management,Inc | 0.06% | No change | 15,700 | $588K |
| Perpetual Ltd | 0.01% | Add +39.5% | 15,460 | $579K |
| Rothschild Investment LLC | 0.04% | Add +0.2% | 15,005 | $562K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.4% | 14,856 | $557K |
| Transce3nd, LLC | 0.19% | — | 14,635 | $553K |
| Cassady Schiller Wealth Management, LLC | 0.20% | No change | 14,471 | $542K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +0.1% | 14,464 | $542K |
| Beacon Capital Management, LLC | 0.07% | Reduce -5.6% | 14,453 | $541K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -5.8% | 14,306 | $536K |
| Well Done, LLC | 0.10% | No change | 14,009 | $528K |
| Metis Global Partners, LLC | 0.02% | Add +11.4% | 14,047 | $526K |
| Marcum Wealth, LLC | 0.05% | Add +0.1% | 14,043 | $526K |
| Hendershot Investments Inc. | 0.07% | Reduce -0.1% | 13,888 | $520K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $515K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -1.5% | 13,189 | $494K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.5% | 13,189 | $494K |
| Apeiron RIA LLC | 0.14% | Reduce -11.2% | 13,180 | $494K |
| Smart Money Group LLC | 0.17% | Add +0.5% | 13,092 | $490K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 13,019 | $488K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -23.6% | 12,966 | $486K |
| Fox Run Management, L.L.C. | 0.09% | New | 12,874 | $482K |
| Catalina Capital Group, LLC | 0.16% | Add +1.4% | 12,745 | $477K |
| M&T Bank Corp | 0.00% | Add +15.9% | 12,619 | $473K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,547 | $470K |
| Fairway Wealth LLC | 0.21% | No change | 12,173 | $456K |
| World Equity Group, Inc. | 0.10% | Add +100.0% | 11,872 | $445K |
| Sound Income Strategies, LLC | 0.03% | Reduce -5.8% | 11,633 | $436K |
| Cibc World Markets Corp. | 0.00% | New | 11,491 | $430K |
| Hardy Reed LLC | 0.04% | No change | 11,489 | $430K |
| Cadence Bank | 0.03% | No change | 11,489 | $430K |
| Kovack Advisors, Inc. | 0.04% | Reduce -1.5% | 11,447 | $429K |
| A&I Financial Services, LLC | 0.40% | — | 10,986 | $412K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +63.4% | 10,901 | $408K |
| SageView Advisory Group, LLC | 0.02% | New | 10,876 | $407K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,850 | $406K |
| Debussy Capital Management LP | 0.06% | No change | 10,790 | $402K |
| Stonebridge Financial Group, LLC | 0.04% | — | 10,731 | $402K |
| Headlands Technologies LLC | 0.04% | New | 10,573 | $396K |
| Independent Advisor Alliance | 0.01% | Add +0.6% | 10,367 | $388K |
| AQR Capital Management | 0.00% | Add +34.6% | 10,246 | $384K |
| Henshaw Capital LLC | 0.02% | No change | 10,239 | $384K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.9% | 10,558 | $379K |
| Brass Tax Wealth Management, Inc. | 0.08% | No change | 10,012 | $375K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,977 | $365K |
| Alpha Omega Group, Inc. | 0.43% | No change | 9,681 | $363K |
| Beck Capital Management, LLC | 0.10% | Reduce -11.0% | 9,579 | $359K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,267 | $349K |
| Ignite Planners, LLC | 0.08% | Reduce -18.9% | 9,315 | $349K |
| Ellevest, Inc. | 0.02% | Add +0.4% | 9,296 | $348K |
| Aspen Grove Capital, LLC | 0.07% | No change | 9,251 | $347K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 9,002 | $337K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 8,984 | $337K |
| Raleigh Capital Management Inc. | 0.13% | Reduce -7.6% | 8,889 | $333K |
| NFSG Corp | 0.09% | Add +0.0% | 8,852 | $332K |
| Xponance LLC | 0.00% | Add +9.6% | 8,809 | $330K |
| CIBC Asset Management Inc | 0.00% | Add +12.9% | 8,772 | $329K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -18.1% | 8,734 | $327K |
| Midwest Financial Group LLC | 0.19% | No change | 8,658 | $324K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,607 | $322K |
| Castleview Partners, LLC | 0.17% | Reduce -4.2% | 8,704 | $322K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $314K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 8,365 | $313K |
| Townsquare Capital LLC | 0.00% | Add +38.2% | 8,307 | $311K |
| US Bancorp \de | 0.00% | Add +24.2% | 8,284 | $310K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.5% | 8,239 | $309K |
| Peak Asset Management, LLC | 0.06% | No change | 8,214 | $308K |
| Cornercap Investment Counsel Inc. | 0.10% | Reduce -34.2% | 7,907 | $296K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.2% | 7,754 | $290K |
| Rehmann Capital Advisory Group | 0.02% | No change | 7,595 | $285K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 7,590 | $284K |
| AlphaQuest LLC | 0.04% | Reduce -86.4% | 7,509 | $281K |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 7,401 | $277K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.3% | 7,363 | $276K |
| Plotkin Financial Advisors, LLC | 0.16% | No change | 7,304 | $274K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 7,141 | $268K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.0% | 7,268 | $267K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -1.4% | 7,429 | $264K |
| Aster Capital Management (DIFC) Ltd | 0.10% | Add +5154.1% | 6,988 | $262K |
| Evergreen Capital Management LLC | 0.01% | Add +27.9% | 6,933 | $260K |
| LexAurum Advisors, LLC | 0.05% | Add +10.2% | 6,894 | $258K |
| Profund Advisors LLC | 0.01% | Add +8.1% | 6,886 | $258K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.8% | 6,851 | $257K |
| Kimelman & Baird, LLC | 0.02% | No change | 6,725 | $252K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,638 | $249K |
| 4WEALTH Advisors, Inc. | 0.25% | — | 6,500 | $243K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,452 | $242K |
| Bremer Bank National Association | 0.05% | No change | 6,451 | $242K |
| 111 Capital | 0.05% | — | 6,426 | $241K |
| Allen Capital Group, LLC | 0.03% | No change | 6,334 | $237K |
| Canton Hathaway, LLC | 0.06% | No change | 6,274 | $235K |
| Plan A Wealth LLC | 0.21% | — | 6,254 | $234K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 6,231 | $234K |
| Belpointe Asset Management LLC | 0.01% | Reduce -8.1% | 6,145 | $227K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 6,008 | $227K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -40.0% | 6,023 | $226K |
| Advisory Resource Group | 0.05% | No change | 5,914 | $222K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,909 | $221K |
| Praxis Investment Management Inc. | 0.01% | Reduce -56.9% | 5,910 | $221K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $219K |
| Medallion Wealth Advisors, LLC | 0.11% | — | 5,890 | $216K |
| Barlow Wealth Partners, LLC | 0.03% | Reduce -18.4% | 5,982 | $212K |
| Engineers Gate Manager LP | 0.00% | Reduce -52.7% | 5,644 | $211K |
| MAI Capital Management | 0.00% | New | 5,500 | $206K |
| Concorde Asset Management, LLC | 0.11% | No change | 5,423 | $203K |
| Norinchukin Bank, The | 0.00% | Reduce -2.2% | 5,413 | $203K |
| Blair William & Co. | 0.00% | Reduce -15.7% | 5,379 | $201K |
| Providence Wealth Advisors, LLC | 0.15% | No change | 5,440 | $201K |
| NWF Advisory Services Inc. | 0.03% | New | 5,340 | $201K |
| MCF Advisors LLC | 0.01% | Add +47.4% | 5,200 | $195K |
| RE Dickinson Investment Advisors, LLC | 0.16% | No change | 5,079 | $190K |
| Continuum Advisory, LLC | 0.02% | No change | 5,067 | $190K |
| KBC Group NV | 0.00% | Add +13.4% | 4,424 | $166K |
| Larson Financial Group LLC | 0.01% | Add +2.5% | 4,414 | $165K |
| Eukles Asset Management | 0.07% | New | 4,174 | $156K |
| First Pacific Financial | 0.03% | No change | 3,735 | $140K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -28.0% | 3,419 | $129K |
| Tsfg, LLC | 0.03% | Add +0.8% | 3,400 | $127K |
| Sterling Capital Management LLC | 0.00% | Add +784.3% | 3,387 | $127K |
| Advantage Trust Co | 0.07% | No change | 3,386 | $127K |
| GAMMA Investing LLC | 0.01% | Reduce -6.6% | 3,110 | $117K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 3,070 | $115K |
| Blue Trust, Inc. | 0.00% | Add +24.9% | 3,023 | $113K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 2,819 | $106K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,574 | $96K |
| Syntax Research, Inc. | 0.07% | No change | 2,527 | $95K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $94K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.9% | 2,480 | $93K |
| GF Fund Management Co. LTD. | 0.00% | — | 2,226 | $83K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,210 | $83K |
| FIL Ltd | 0.00% | Add +17.8% | 2,155 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,815 | $68K |
| Kapitalo Investimentos Ltda | 0.05% | New | 1,802 | $68K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 1,631 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.6% | 1,629 | $61K |
| Allworth Financial LP | 0.00% | Add +94.6% | 1,621 | $58K |
| Quadrant Capital Group LLC | 0.00% | Add +3.6% | 1,540 | $58K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,473 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,462 | $55K |
| State of Wyoming | 0.01% | New | 1,441 | $54K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $50K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $47K |
| Silicon Valley Capital Partners | 0.01% | Add +0.8% | 1,193 | $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 | $37K |
| Hexagon Capital Partners LLC | 0.01% | No change | 967 | $36K |
| Kozak & Associates, Inc. | 0.01% | Add +0.8% | 958 | $36K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 933 | $35K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 933 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.4% | 919 | $34K |
| FWL Investment Management, LLC | 0.01% | No change | 900 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -29.5% | 896 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 758 | $28K |
| V-Square Quantitative Management LLC | 0.00% | No change | 749 | $28K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $23K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 610 | $23K |
| Curio Wealth, LLC | 0.01% | — | 591 | $22K |
| Loomis Sayles & Co. L P | 0.00% | New | 584 | $22K |
| True Wealth Design, LLC | 0.01% | Add +0.7% | 555 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -9.2% | 454 | $20K |
| CI Investments Inc. | 0.00% | Add +8.3% | 446 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -45.0% | 427 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 423 | $16K |
| Fifth Third Bancorp | 0.00% | Add +8.2% | 411 | $15K |
| Bessemer Group Inc. | 0.00% | Add +89.2% | 384 | $15K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 325 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 308 | $12K |
| GeoWealth Management, LLC | 0.00% | Add +30.1% | 307 | $12K |
| Fortis Group Advisors, LLC | 0.00% | New | 300 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -10.4% | 300 | $11K |
| Danske Bank A/S | 0.00% | Reduce -80.0% | 300 | $11K |
| Valued Wealth Advisors LLC | 0.01% | Add +0.3% | 298 | $11K |
| Covestor Ltd | 0.01% | No change | 268 | $10K |
| Abound Wealth Management | 0.00% | No change | 210 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +79.4% | 192 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 154 | $6K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 153 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 124 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | — | 104 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 97 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 79 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 47 | $2K |
| Signaturefd, LLC | 0.00% | Add +111.8% | 36 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.0% | 35 | $1K |
| Huntington National Bank | 0.00% | No change | 23 | $861 |
| Parallel Advisors, LLC | 0.00% | New | 19 | $712 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $637 |
| Arax Advisory Partners | 0.00% | New | 9 | $338 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $301 |
| Quarry LP | 0.00% | New | 8 | $300 |
| Lanark Financial, Inc. | 0.03% | — | 7 | $290 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -12.5% | 7 | $263 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $188 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $75 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $36 |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 1 | $31 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.