Phillips Edison & CompanyPECO
13F holders, Q1 2025 (March 31)404holders +1
41new positions
32sold out
4famous investors
$36.51avg. 13F price*
At the end of Q1 2025, 404 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 1 from Q4 2024. 41 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($782.9M), Vanguard Group Inc. ($719.6M) and State Street Corp. ($262.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $52.3M |
| Exits | 32 | $22.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,247,280 shares bought and 3,893,432 shares sold, net +2,353,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 21,453,925 | $782.9M |
| Vanguard Group Inc. | 0.01% | Add +2.1% | 19,720,204 | $719.6M |
| State Street Corp. | 0.01% | Reduce -1.3% | 7,182,972 | $262.8M |
| Wellington Management Group LLP | 0.05% | Reduce -6.5% | 7,045,705 | $257.1M |
| FMR LLC | 0.01% | Add +20.4% | 3,643,839 | $133.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 3,329,288 | $121.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 2,174,051 | $79.3M |
| Alyeska Investment Group, L.P. | 0.29% | Add +42.1% | 2,013,308 | $73.5M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 1,693,120 | $61.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +12.9% | 1,576,703 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.0% | 1,529,380 | $55.8M |
| Norges Bank | 0.01% | Add +1.2% | 1,512,868 | $55.2M |
| Duff & Phelps Investment Management Co. | 0.64% | Add +3.5% | 1,508,480 | $55.0M |
| Macquarie Group Ltd. | 0.06% | Add +2.6% | 1,392,953 | $50.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.9% | 1,121,915 | $40.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.4% | 1,077,372 | $39.3M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 1,005,011 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.8% | 932,736 | $34.0M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +54.9% | 915,000 | $33.4M |
| Nuveen, LLC | 0.01% | — | 889,699 | $32.5M |
| Millennium Management | 0.03% | Add +129.2% | 855,138 | $31.2M |
| Legal & General Group Plc | 0.01% | Add +1.1% | 849,654 | $31.0M |
| Cetera Investment Advisers | 0.05% | Reduce -6.1% | 729,613 | $26.6M |
| Principal Financial Group Inc. | 0.01% | Add +4.8% | 623,420 | $22.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.1% | 585,348 | $21.0M |
| Aew Capital Management L P | 1.03% | Reduce -8.4% | 574,819 | $21.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +10.2% | 562,700 | $20.5M |
| ExodusPoint Capital Management, LP | 0.24% | Add +1.3% | 505,799 | $18.5M |
| Invesco Ltd. | 0.00% | Add +9.7% | 431,885 | $15.8M |
| Jain Global LLC | 0.32% | Add +49.2% | 421,777 | $15.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 402,389 | $14.7M |
| Public Sector Pension Investment Board | 0.06% | Add +30.0% | 396,982 | $14.5M |
| Bank of America Corp. | 0.00% | Add +27.9% | 391,625 | $14.3M |
| LPL Financial LLC | 0.01% | Add +4.7% | 388,084 | $14.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 384,970 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -9.6% | 367,854 | $13.4M |
| Deutsche Bank AG | 0.01% | Reduce -2.8% | 349,769 | $12.8M |
| Sophron Capital Management L.P. | 3.80% | Add +150.2% | 305,973 | $11.2M |
| Sei Investments Co. | 0.01% | Add +17.9% | 292,498 | $10.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.1% | 285,188 | $10.4M |
| Kennedy Capital Management LLC | 0.24% | Reduce -7.8% | 279,889 | $10.2M |
| UBS Group AG | 0.00% | Reduce -11.8% | 277,478 | $10.1M |
| Barclays PLC | 0.00% | Reduce -20.9% | 263,726 | $9.6M |
| B&I Capital AG | 2.85% | Reduce -7.3% | 240,045 | $8.8M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 237,500 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.7% | 231,596 | $8.5M |
| Eisler Capital Management Ltd. | 0.25% | New | 230,361 | $8.4M |
| Citigroup Inc. | 0.01% | Add +12.7% | 218,095 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.5% | 215,023 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +0.3% | 206,177 | $7.5M |
| California Public Employees Retirement System | 0.01% | Add +2.1% | 201,934 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +190.8% | 193,445 | $7.1M |
| Edgestream Partners, L.P. | 0.23% | Add +86.7% | 185,979 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 174,337 | $6.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.5% | 171,290 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +408.1% | 166,014 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -2.6% | 165,228 | $6.0M |
| Dark Forest Capital Management LP | 0.28% | Add +625.2% | 164,368 | $6.0M |
| State of Wisconsin Investment Board | 0.02% | Add +615.9% | 160,766 | $5.9M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -12.5% | 159,049 | $5.8M |
| Renaissance Technologies | 0.01% | New | 155,002 | $5.7M |
| Allianz Asset Management GmbH | 0.01% | New | 154,592 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +165.6% | 151,452 | $5.5M |
| McAdam, LLC | 0.32% | Reduce -1.6% | 143,413 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -3.8% | 141,986 | $5.2M |
| SG Americas Securities, LLC | 0.02% | New | 139,007 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -82.7% | 136,108 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.1% | 135,729 | $5.0M |
| Bank of Montreal | 0.00% | Add +15.8% | 128,946 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.3% | 128,895 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.0% | 122,797 | $4.5M |
| Amundi | 0.00% | Reduce -5.9% | 122,018 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +33.8% | 119,943 | $4.4M |
| Modern Wealth Management, LLC | 0.14% | Add +0.6% | 118,141 | $4.3M |
| Centaurus Financial, Inc. | 0.26% | Reduce -12.2% | 117,531 | $4.3M |
| Aberdeen Group plc | 0.01% | Reduce -3.5% | 117,374 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +9.7% | 115,370 | $4.2M |
| Independent Financial Group, LLC | 0.14% | Reduce -30.4% | 113,439 | $4.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 113,305 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 106,707 | $3.9M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +36.2% | 106,215 | $3.9M |
| Voya Investment Management LLC | 0.01% | Add +58.8% | 104,439 | $3.8M |
| Lord, Abbett & Co. LLC | 0.01% | New | 103,025 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 98,078 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.1% | 97,755 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 95,131 | $3.5M |
| Martingale Asset Management L P | 0.09% | Add +43.5% | 94,937 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.0% | 91,945 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.7% | 89,953 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 89,325 | $3.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +4.1% | 87,529 | $3.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +6.7% | 86,105 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 81,726 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.7% | 80,385 | $2.9M |
| Money Concepts Capital Corp. | 0.22% | Reduce -2.7% | 79,688 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 78,192 | $2.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +442.5% | 77,612 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 76,638 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 76,350 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +4.9% | 75,986 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | New | 74,136 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 73,111 | $2.7M |
| Holocene Advisors, LP | 0.01% | Add +44.1% | 72,718 | $2.7M |
| Diversify Wealth Management, LLC | 0.19% | Reduce -4.9% | 74,405 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 71,188 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.7% | 69,663 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -0.2% | 65,196 | $2.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.8% | 64,197 | $2.3M |
| Employees Retirement System of Texas | 0.02% | New | 61,170 | $2.2M |
| O'Dell Group, LLC | 0.57% | Reduce -5.5% | 60,596 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 60,255 | $2.2M |
| Greenland Capital Management LP | 0.39% | New | 60,192 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 59,000 | $2.2M |
| Coppell Advisory Solutions LLC | 0.29% | Reduce -30.3% | 12,433 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -4.3% | 56,984 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +29.5% | 56,917 | $2.1M |
| First Foundation Advisors | 0.08% | Reduce -4.9% | 56,710 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 56,563 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 56,075 | $2.0M |
| Calton & Associates, Inc. | 0.47% | Add +67.0% | 56,066 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.9% | 54,524 | $2.0M |
| Vert Asset Management LLC | 0.68% | New | 54,045 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -41.1% | 54,010 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +11.0% | 54,356 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.5% | 53,287 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 53,067 | $1.9M |
| Creative Planning | 0.00% | Reduce -9.1% | 52,524 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.0% | 52,147 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -0.1% | 52,104 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +3.3% | 53,620 | $1.9M |
| Arkadios Wealth Advisors | 0.07% | Reduce -5.3% | 49,393 | $1.8M |
| RMR Wealth Builders | 0.18% | Reduce -3.8% | 47,727 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.5% | 46,527 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -3.6% | 45,646 | $1.7M |
| My Legacy Advisors, LLC | 0.63% | Reduce -5.9% | 44,853 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +5.9% | 44,600 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +6.0% | 43,590 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +4.9% | 42,672 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.0% | 41,896 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.42% | No change | 41,766 | $1.5M |
| Cooper Financial Group | 0.20% | Add +0.0% | 41,762 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -39.0% | 41,315 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -8.7% | 39,889 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 38,216 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 38,015 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 37,588 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -10.3% | 37,415 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -11.6% | 36,482 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +11.8% | 36,284 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -1.3% | 35,482 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 35,148 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.3% | 34,553 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | No change | 34,500 | $1.3M |
| Accel Wealth Management | 0.45% | Add +2.5% | 33,870 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -4.2% | 33,480 | $1.2M |
| Foresight Group Ltd Liability Partnership | 0.17% | Reduce -6.3% | 33,307 | $1.2M |
| FJ Capital Management LLC | 0.12% | Add +14.6% | 32,298 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.2% | 31,930 | $1.2M |
| Certior Financial Group, LLC | 0.94% | Reduce -8.0% | 31,138 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +25.3% | 30,839 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Add +22.8% | 30,562 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -9.5% | 30,061 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 30,100 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.9% | 29,392 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.9% | 29,392 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.0% | 29,297 | $1.1M |
| ProShare Advisors LLC | 0.00% | Reduce -21.7% | 28,962 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.7% | 28,656 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.6% | 28,183 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 27,449 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +0.2% | 27,367 | $999K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 27,247 | $994K |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 27,001 | $985K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -31.4% | 26,508 | $967K |
| Waverly Advisors, LLC | 0.01% | Add +16.6% | 26,479 | $966K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 26,152 | $954K |
| Los Angeles Capital Management LLC | 0.00% | Add +1.1% | 26,089 | $952K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 25,954 | $947K |
| IFM Investors Pty Ltd | 0.01% | Reduce -12.8% | 24,662 | $900K |
| Financial Partners Group, Inc | 0.14% | No change | 24,544 | $896K |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 24,227 | $884K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -7.0% | 24,100 | $882K |
| Dynamic Financial Group | 0.86% | No change | 23,647 | $863K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 23,393 | $856K |
| STRS Ohio | 0.00% | New | 23,000 | $839K |
| TCW Group Inc. | 0.01% | No change | 22,996 | $839K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 22,928 | $837K |
| Lakeridge Wealth Management LLC | 0.41% | Add +0.8% | 22,287 | $813K |
| Curi Capital, LLC | 0.02% | Reduce -1.1% | 22,209 | $813K |
| M Holdings Securities, Inc. | 0.13% | Add +36.3% | 22,163 | $809K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.2% | 21,201 | $774K |
| EWG Elevate Inc. | 0.29% | No change | 21,001 | $766K |
| Carmel Capital Partners, LLC | 0.30% | Reduce -6.4% | 20,877 | $762K |
| Vestcor Inc | 0.03% | New | 20,680 | $755K |
| Bell Bank | 0.04% | No change | 20,495 | $748K |
| Atom Investors LP | 0.09% | Add +0.7% | 20,422 | $745K |
| Caisse Des Depots Et Consignations | 0.04% | No change | 20,314 | $741K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $725K |
| Fiduciary Alliance LLC | 0.07% | Add +10.4% | 19,816 | $723K |
| Cwm, LLC | 0.00% | Reduce -9.0% | 19,392 | $708K |
| Ameriflex Group, Inc. | 0.28% | Reduce -3.8% | 19,045 | $695K |
| Brevan Howard Capital Management LP | 0.02% | Add +208.5% | 18,227 | $665K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -1.4% | 18,207 | $664K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.4% | 18,158 | $663K |
| Vident Advisory, LLC | 0.01% | Reduce -16.6% | 18,151 | $662K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 17,960 | $655K |
| Silver Oak Securities, Incorporated | 0.06% | No change | 18,037 | $649K |
| BlueChip Wealth Advisors LLC | 0.31% | No change | 17,490 | $638K |
| Sage Capital Management, LLC | 0.34% | Add +0.4% | 16,956 | $619K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -26.0% | 16,765 | $612K |
| EPG Wealth Management LLC | 0.17% | Add +0.8% | 16,440 | $600K |
| Capital Fund Management S.A. | 0.01% | New | 15,965 | $583K |
| Metis Global Partners, LLC | 0.02% | Add +12.9% | 15,859 | $579K |
| Van Cleef Asset Management,Inc | 0.06% | No change | 15,700 | $573K |
| AlphaQuest LLC | 0.06% | Add +107.1% | 15,552 | $567K |
| Perpetual Ltd | 0.01% | No change | 15,460 | $564K |
| Rothschild Investment LLC | 0.04% | Add +0.0% | 15,010 | $548K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.9% | 14,432 | $527K |
| Well Done, LLC | 0.10% | No change | 14,009 | $525K |
| Marcum Wealth, LLC | 0.04% | Reduce -0.0% | 14,038 | $512K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -3.1% | 14,012 | $511K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $502K |
| Capital Asset Advisory Services LLC | 0.03% | No change | 13,189 | $492K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 13,189 | $481K |
| Beacon Capital Management, LLC | 0.06% | Reduce -8.9% | 13,159 | $480K |
| Apeiron RIA LLC | 0.14% | Reduce -2.2% | 12,893 | $470K |
| M&T Bank Corp | 0.00% | Reduce -0.3% | 12,588 | $460K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -3.1% | 12,566 | $459K |
| Catalina Capital Group, LLC | 0.30% | Reduce -4.5% | 12,178 | $444K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.6% | 12,156 | $444K |
| Independent Advisor Alliance | 0.01% | Add +15.5% | 11,973 | $437K |
| Entropy Technologies, LP | 0.04% | Reduce -60.1% | 11,945 | $436K |
| Cadence Bank | 0.03% | No change | 11,489 | $419K |
| Hardy Reed LLC | 0.04% | No change | 11,489 | $419K |
| Kovack Advisors, Inc. | 0.04% | No change | 11,447 | $418K |
| AQR Capital Management | 0.00% | Add +8.3% | 11,091 | $405K |
| Hendershot Investments Inc. | 0.05% | Reduce -20.6% | 11,021 | $402K |
| SageView Advisory Group, LLC | 0.02% | Add +1.2% | 11,004 | $402K |
| A&I Financial Services, LLC | 0.27% | No change | 10,986 | $401K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 10,811 | $395K |
| Debussy Capital Management LP | 0.06% | No change | 10,790 | $394K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 10,731 | $392K |
| Sigma Planning Corp | 0.01% | Reduce -37.5% | 10,695 | $390K |
| Henshaw Capital LLC | 0.02% | No change | 10,239 | $374K |
| Brass Tax Wealth Management, Inc. | 0.08% | No change | 10,012 | $365K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.5% | 9,975 | $364K |
| Arlington Financial Advisors, LLC | 0.06% | New | 9,842 | $359K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 9,267 | $347K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.1% | 9,479 | $346K |
| Sound Income Strategies, LLC | 0.02% | Reduce -18.8% | 9,441 | $344K |
| Ellevest, Inc. | 0.02% | No change | 9,296 | $339K |
| Aspen Grove Capital, LLC | 0.07% | No change | 9,251 | $339K |
| Xponance LLC | 0.00% | Add +5.3% | 9,276 | $338K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 9,215 | $336K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,977 | $335K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,119 | $333K |
| Savant Capital, LLC | 0.00% | Add +1.0% | 9,073 | $331K |
| Waldron Private Wealth LLC | 0.02% | New | 8,970 | $328K |
| Raleigh Capital Management Inc. | 0.15% | Add +0.8% | 8,964 | $327K |
| IHT Wealth Management, LLC | 0.01% | Reduce -53.3% | 8,769 | $320K |
| First Heartland Consultants, Inc. | 0.03% | No change | 8,734 | $319K |
| Beck Capital Management, LLC | 0.09% | Reduce -9.5% | 8,671 | $316K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.4% | 8,646 | $315K |
| Townsquare Capital LLC | 0.00% | Add +3.6% | 8,610 | $314K |
| Kure Advisory, LLC | 0.24% | — | 8,576 | $313K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +13.0% | 8,577 | $312K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $305K |
| Mackenzie Financial Corp. | 0.00% | Add +0.0% | 8,366 | $305K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.0% | 8,363 | $305K |
| Ignite Planners, LLC | 0.06% | Reduce -7.6% | 8,606 | $301K |
| Peak Asset Management, LLC | 0.06% | No change | 8,214 | $300K |
| Allworth Financial LP | 0.00% | Add +425.0% | 8,510 | $300K |
| United Services Automobile Association | 0.01% | New | 8,255 | $297K |
| Susquehanna Portfolio Strategies, LLC | 0.13% | New | 7,980 | $291K |
| Castleview Partners, LLC | 0.20% | Reduce -8.8% | 7,939 | $290K |
| Quantinno Capital Management LP | 0.00% | New | 7,770 | $284K |
| Lanark Financial, Inc. | 0.02% | — | 7,768 | $283K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 7,596 | $277K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +25.3% | 7,377 | $270K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 7,362 | $269K |
| Plotkin Financial Advisors, LLC | 0.16% | No change | 7,304 | $267K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.3% | 7,248 | $264K |
| RFG Advisory, LLC | 0.01% | No change | 7,141 | $261K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +15.3% | 6,945 | $253K |
| LexAurum Advisors, LLC | 0.05% | No change | 6,894 | $252K |
| Advisory Alpha, LLC | 0.01% | Add +0.5% | 6,883 | $251K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,638 | $243K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 6,638 | $242K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -62.8% | 6,527 | $238K |
| Bremer Bank National Association | 0.04% | No change | 6,451 | $235K |
| NFSG Corp | 0.06% | Reduce -27.9% | 6,384 | $233K |
| Allen Capital Group, LLC | 0.03% | Add +0.2% | 6,348 | $232K |
| EntryPoint Capital, LLC | 0.11% | New | 6,290 | $230K |
| Canton Hathaway, LLC | 0.05% | No change | 6,274 | $229K |
| Corient Private Wealth LP | 0.00% | Reduce -15.3% | 6,269 | $229K |
| Plan A Wealth LLC | 0.18% | No change | 6,254 | $228K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 6,231 | $228K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 6,087 | $222K |
| Evergreen Capital Management LLC | 0.01% | Reduce -13.6% | 5,990 | $219K |
| Neuberger Berman Group LLC | 0.00% | New | 6,000 | $219K |
| World Equity Group, Inc. | 0.06% | Reduce -50.0% | 5,936 | $217K |
| Praxis Investment Management Inc. | 0.01% | No change | 5,910 | $216K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $216K |
| Merit Financial Group, LLC | 0.00% | New | 5,863 | $214K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $213K |
| Barlow Wealth Partners, LLC | 0.03% | Add +0.8% | 6,033 | $212K |
| Norinchukin Bank, The | 0.00% | Add +6.9% | 5,785 | $211K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -19.0% | 6,015 | $211K |
| Park Avenue Securities LLC | 0.00% | New | 5,767 | $210K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.8% | 5,687 | $208K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -47.7% | 5,675 | $207K |
| Profund Advisors LLC | 0.01% | Reduce -18.1% | 5,640 | $206K |
| KBC Group NV | 0.00% | Add +27.2% | 5,629 | $205K |
| US Bancorp \de | 0.00% | Reduce -36.2% | 5,285 | $193K |
| Continuum Advisory, LLC | 0.02% | No change | 5,067 | $185K |
| M&G PLC | 0.00% | New | 5,067 | $182K |
| Eukles Asset Management | 0.07% | No change | 4,174 | $152K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -39.0% | 3,935 | $144K |
| MCF Advisors LLC | 0.01% | Reduce -27.4% | 3,776 | $138K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +284.1% | 3,530 | $129K |
| Larson Financial Group LLC | 0.01% | Reduce -20.9% | 3,490 | $127K |
| Tsfg, LLC | 0.03% | Add +0.8% | 3,428 | $125K |
| Advantage Trust Co | 0.07% | No change | 3,386 | $124K |
| Headlands Technologies LLC | 0.01% | Reduce -68.3% | 3,350 | $122K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.1% | 3,312 | $119K |
| GAMMA Investing LLC | 0.01% | Reduce -0.3% | 3,102 | $113K |
| Blue Trust, Inc. | 0.00% | Add +0.9% | 3,049 | $111K |
| MAI Capital Management | 0.00% | Reduce -45.5% | 3,000 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.8% | 2,995 | $109K |
| Rossby Financial, LCC | 0.05% | New | 3,000 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 2,804 | $102K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $92K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $91K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -65.0% | 2,446 | $91K |
| FSC Wealth Advisors, LLC | 0.06% | New | 2,493 | $91K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.3% | 2,322 | $85K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,210 | $81K |
| Kiker Wealth Management, LLC | 0.05% | New | 2,100 | $77K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 1,826 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,815 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.8% | 1,739 | $63K |
| Quarry LP | 0.02% | Add +21362.5% | 1,717 | $63K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 1,631 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +79.4% | 1,360 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $49K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $46K |
| Quadrant Capital Group LLC | 0.00% | Reduce -20.8% | 1,220 | $45K |
| Silicon Valley Capital Partners | 0.01% | Add +0.8% | 1,203 | $43K |
| Archer Investment Corp | 0.01% | No change | 1,114 | $41K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -24.8% | 1,100 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $36K |
| Transce3nd, LLC | 0.02% | Reduce -93.2% | 989 | $36K |
| Hexagon Capital Partners LLC | 0.01% | No change | 967 | $35K |
| Kozak & Associates, Inc. | 0.01% | Add +0.8% | 966 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 896 | $33K |
| CX Institutional | 0.00% | New | 833 | $30K |
| V-Square Quantitative Management LLC | 0.00% | No change | 749 | $27K |
| Fifth Third Bancorp | 0.00% | Add +78.1% | 732 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $23K |
| Curio Wealth, LLC | 0.01% | Reduce -99.8% | 1 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -39.9% | 605 | $22K |
| Loomis Sayles & Co. L P | 0.00% | Add +5.5% | 616 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +2900.0% | 570 | $21K |
| True Wealth Design, LLC | 0.01% | Add +0.9% | 560 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 454 | $20K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -16.4% | 510 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +390.7% | 476 | $17K |
| CI Investments Inc. | 0.00% | Add +4.3% | 465 | $17K |
| UMB Bank, n.a. | 0.00% | Add +36.9% | 445 | $16K |
| Simplex Trading, LLC | 0.00% | New | 453 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 427 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 426 | $16K |
| Bessemer Group Inc. | 0.00% | Reduce -4.7% | 366 | $13K |
| Arax Advisory Partners | 0.00% | Add +3400.0% | 315 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 308 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 300 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $11K |
| Danske Bank A/S | 0.00% | No change | 300 | $11K |
| Covestor Ltd | 0.01% | Add +0.4% | 269 | $10K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -25.5% | 222 | $8K |
| North Capital, Inc. | 0.01% | — | 217 | $8K |
| Abound Wealth Management | 0.00% | No change | 210 | $8K |
| Optiver Holding B.V. | 0.00% | New | 162 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 124 | $5K |
| Meeder Asset Management Inc. | 0.00% | New | 124 | $5K |
| Signaturefd, LLC | 0.00% | Add +202.8% | 109 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.0% | 105 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -60.4% | 76 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +757.1% | 60 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +27.7% | 60 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 44 | $2K |
| GeoWealth Management, LLC | 0.00% | Reduce -86.6% | 41 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 35 | $1K |
| Brooklyn Investment Group | 0.00% | New | 27 | $986 |
| Huntington National Bank | 0.00% | No change | 23 | $839 |
| Stephens Consulting, LLC | 0.00% | New | 20 | $730 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $621 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $294 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $35 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $30 |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $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.