Phillips Edison & CompanyPECO
13F holders, Q2 2025 (June 30)420holders +16
46new positions
32sold out
4famous investors
$35.04avg. 13F price*
At the end of Q2 2025, 420 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 16 from Q1 2025. 46 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($749.4M), Vanguard Group Inc. ($715.1M) and Wellington Management Group LLP ($261.9M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $100.1M |
| Exits | 32 | $33.6M |
All 13F filers, Q1 2025 → Q2 2025: 8,110,819 shares bought and 5,120,963 shares sold, net +2,989,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 420 holders
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 21,392,486 | $749.4M |
| Vanguard Group Inc. | 0.01% | Add +3.5% | 20,414,331 | $715.1M |
| Wellington Management Group LLP | 0.05% | Add +6.1% | 7,476,943 | $261.9M |
| State Street Corp. | 0.01% | Add +2.3% | 7,349,080 | $258.2M |
| FMR LLC | 0.01% | Add +8.1% | 3,938,606 | $138.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 3,395,070 | $118.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 2,209,158 | $77.4M |
| Northern Trust Corp. | 0.01% | Add +27.5% | 2,158,288 | $75.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.9% | 1,716,407 | $60.1M |
| Norges Bank | 0.01% | Add +4.6% | 1,581,791 | $55.4M |
| Duff & Phelps Investment Management Co. | 0.63% | Add +0.9% | 1,522,883 | $53.3M |
| Macquarie Group Ltd. | 0.06% | Add +2.5% | 1,428,232 | $50.0M |
| Morgan Stanley | 0.00% | Add +21.6% | 1,222,577 | $42.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +753.8% | 1,162,046 | $40.7M |
| Alyeska Investment Group, L.P. | 0.14% | Reduce -43.6% | 1,136,108 | $39.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -4.8% | 1,026,115 | $35.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.5% | 1,001,775 | $35.1M |
| Bank of New York Mellon Corp | 0.01% | Add +6.3% | 991,796 | $34.7M |
| Engineers Gate Manager LP | 0.41% | New | 933,339 | $32.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -0.6% | 910,000 | $31.9M |
| Legal & General Group Plc | 0.01% | Add +1.6% | 863,643 | $30.3M |
| Nuveen, LLC | 0.01% | Reduce -6.4% | 832,760 | $29.2M |
| Cetera Investment Advisers | 0.04% | Reduce -4.4% | 697,499 | $24.4M |
| Balyasny Asset Management L.P. | 0.05% | New | 640,432 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.3% | 625,102 | $21.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.2% | 621,916 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Add +3.1% | 603,749 | $21.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -4.0% | 540,372 | $18.9M |
| Aew Capital Management L P | 0.93% | Reduce -12.4% | 503,549 | $17.6M |
| Public Sector Pension Investment Board | 0.06% | Add +7.7% | 427,482 | $15.0M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 418,384 | $14.7M |
| LPL Financial LLC | 0.00% | Add +6.3% | 412,686 | $14.5M |
| UBS Group AG | 0.00% | Add +48.6% | 412,449 | $14.4M |
| Bank of America Corp. | 0.00% | Add +3.1% | 403,831 | $14.1M |
| Schonfeld Strategic Advisors LLC | 0.10% | New | 397,299 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +2.6% | 395,088 | $13.8M |
| Sophron Capital Management L.P. | 4.19% | Add +27.8% | 391,032 | $13.7M |
| Jain Global LLC | 0.21% | Reduce -13.3% | 365,908 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.0% | 360,297 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.5% | 355,957 | $12.5M |
| Deutsche Bank AG | 0.00% | Reduce -2.3% | 341,637 | $12.0M |
| Freestone Grove Partners LP | 0.08% | New | 315,698 | $11.1M |
| Sei Investments Co. | 0.01% | Add +2.2% | 298,883 | $10.5M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.1% | 284,935 | $10.0M |
| Barclays PLC | 0.00% | Add +6.0% | 279,596 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Add +59.2% | 277,554 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +31.3% | 270,642 | $9.5M |
| Eisler Capital Management Ltd. | 0.30% | Add +10.2% | 253,932 | $8.9M |
| Kennedy Capital Management LLC | 0.20% | Reduce -14.4% | 239,690 | $8.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 239,500 | $8.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +140.4% | 228,726 | $8.0M |
| B&I Capital AG | 2.71% | Reduce -5.3% | 227,295 | $8.0M |
| Granite Investment Partners, LLC | 0.38% | New | 221,929 | $7.8M |
| California Public Employees Retirement System | 0.00% | Add +8.4% | 218,856 | $7.7M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +6.1% | 205,290 | $7.2M |
| Citigroup Inc. | 0.00% | Reduce -7.2% | 202,420 | $7.1M |
| Millennium Management | 0.01% | Reduce -76.9% | 197,688 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -9.7% | 194,248 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Add +19.6% | 192,261 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.8% | 188,160 | $6.6M |
| Mariner, LLC | 0.01% | Add +11.9% | 184,900 | $6.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.3% | 178,630 | $6.3M |
| Greenland Capital Management LP | 0.77% | Add +172.1% | 163,802 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -6.6% | 155,095 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +2.3% | 154,857 | $5.4M |
| McAdam, LLC | 0.28% | Add +0.1% | 143,484 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.3% | 137,505 | $4.8M |
| State of Alaska, Department of Revenue | 0.05% | Add +5.4% | 135,843 | $4.8M |
| Renaissance Technologies | 0.01% | Reduce -12.7% | 135,396 | $4.7M |
| Prudential Financial Inc. | 0.01% | Add +6.3% | 130,575 | $4.6M |
| Lord, Abbett & Co. LLC | 0.01% | Add +21.8% | 125,470 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -20.4% | 123,055 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +6.2% | 122,489 | $4.3M |
| Aberdeen Group plc | 0.01% | Add +3.6% | 121,594 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -14.6% | 121,229 | $4.2M |
| Modern Wealth Management, LLC | 0.10% | Reduce -1.7% | 116,089 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.7% | 115,437 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 113,490 | $4.0M |
| Centaurus Financial, Inc. | 0.23% | Reduce -4.3% | 112,461 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +21.5% | 111,682 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.1% | 111,115 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +45.0% | 107,512 | $3.8M |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 103,983 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Add +5.4% | 103,023 | $3.6M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Reduce -6.1% | 99,757 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 98,991 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +8.0% | 96,491 | $3.4M |
| Edgestream Partners, L.P. | 0.09% | Reduce -48.2% | 96,374 | $3.4M |
| Holocene Advisors, LP | 0.01% | Add +26.1% | 91,662 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +69.2% | 91,402 | $3.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.0% | 89,503 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 86,822 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.0% | 85,186 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -29.4% | 84,657 | $3.0M |
| Amundi | 0.00% | Reduce -32.1% | 82,805 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -14.3% | 81,324 | $2.8M |
| Capital Fund Management S.A. | 0.03% | Add +398.1% | 79,520 | $2.8M |
| Money Concepts Capital Corp. | 0.19% | Reduce -0.5% | 79,307 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Add +3.1% | 79,052 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 78,147 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Reduce -31.8% | 77,408 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Add +836.9% | 74,765 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.3% | 72,689 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 72,208 | $2.5M |
| Harbor Capital Advisors, Inc. | 0.11% | Reduce -5.6% | 71,698 | $2.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -55.8% | 70,314 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.3% | 69,259 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 68,159 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.2% | 66,648 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +71.4% | 65,143 | $2.3M |
| Intech Investment Management LLC | 0.02% | Add +12.7% | 64,120 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.0% | 60,852 | $2.1M |
| O'Dell Group, LLC | 0.52% | Reduce -1.8% | 59,523 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.7% | 58,600 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +8.4% | 57,741 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +54.2% | 55,966 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.3% | 55,924 | $2.0M |
| Creative Planning | 0.00% | Add +6.4% | 55,895 | $2.0M |
| Diversify Wealth Management, LLC | 0.12% | Reduce -22.3% | 57,825 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.2% | 55,168 | $1.9M |
| First Foundation Advisors | 0.07% | Reduce -3.0% | 54,990 | $1.9M |
| Calton & Associates, Inc. | 0.33% | Reduce -3.2% | 54,284 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +2.1% | 54,189 | $1.9M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -39.1% | 53,316 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +66.7% | 53,220 | $1.9M |
| Vert Asset Management LLC | 0.67% | Reduce -2.4% | 52,737 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.0% | 52,164 | $1.8M |
| Arkadios Wealth Advisors | 0.05% | Add +5.2% | 51,975 | $1.8M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -7.3% | 50,369 | $1.8M |
| RMR Wealth Builders | 0.16% | Add +4.4% | 49,840 | $1.8M |
| FJ Capital Management LLC | 0.18% | Add +53.1% | 49,464 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -8.6% | 49,011 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -8.8% | 47,497 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Add +1.5% | 47,206 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +2.4% | 46,742 | $1.6M |
| My Legacy Advisors, LLC | 0.58% | Add +5.6% | 47,367 | $1.6M |
| Polaris Capital Management, LLC | 0.11% | New | 46,200 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +46.9% | 45,290 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.7% | 44,244 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +0.3% | 43,710 | $1.5M |
| Comerica Bank | 0.01% | Add +1.3% | 42,455 | $1.5M |
| Allworth Financial LP | 0.01% | Add +391.3% | 41,809 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.38% | No change | 41,766 | $1.5M |
| Cooper Financial Group | 0.17% | Reduce -1.2% | 41,265 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -31.9% | 38,809 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +43.4% | 38,707 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 38,200 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +1.3% | 38,088 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -51.2% | 37,895 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.0% | 36,853 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +4.1% | 36,589 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -8.6% | 36,472 | $1.3M |
| Amalgamated Bank | 0.01% | Add +0.4% | 35,625 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -22.0% | 34,800 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | No change | 34,500 | $1.2M |
| AQR Capital Management | 0.00% | Add +210.3% | 34,410 | $1.2M |
| Accel Wealth Management | 0.40% | Add +0.8% | 34,155 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -9.8% | 33,749 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -2.5% | 33,690 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.5% | 33,642 | $1.2M |
| Foresight Group Ltd Liability Partnership | 0.17% | No change | 33,307 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +1.0% | 30,876 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 30,100 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 29,514 | $1.0M |
| Certior Financial Group, LLC | 0.79% | Reduce -5.3% | 29,474 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +0.5% | 29,428 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +11.3% | 29,032 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.3% | 28,556 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +3.9% | 28,420 | $996K |
| New Age Alpha Advisors, LLC | 0.04% | New | 28,295 | $991K |
| Graham Capital Management, L.P. | 0.03% | New | 28,204 | $988K |
| ProShare Advisors LLC | 0.00% | Reduce -2.7% | 28,185 | $987K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.5% | 28,109 | $985K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $975K |
| Van Eck Associates Corp. | 0.00% | Add +14.5% | 27,737 | $972K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 26,569 | $931K |
| Waverly Advisors, LLC | 0.01% | Add +0.3% | 26,559 | $930K |
| KLP Kapitalforvaltning As | 0.00% | Add +7.9% | 26,000 | $913K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 25,954 | $909K |
| Blankinship & Foster, LLC | 0.21% | New | 25,542 | $895K |
| M Holdings Securities, Inc. | 0.15% | Add +11.9% | 24,804 | $868K |
| STRS Ohio | 0.00% | Add +3.5% | 23,800 | $834K |
| Dynamic Financial Group | 0.79% | Reduce -1.2% | 23,364 | $818K |
| Bank of Montreal | 0.00% | Reduce -82.2% | 23,011 | $806K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 22,928 | $803K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.4% | 22,828 | $802K |
| TCW Group Inc. | 0.01% | Reduce -1.0% | 22,770 | $798K |
| Entropy Technologies, LP | 0.06% | Add +87.4% | 22,381 | $784K |
| Vestcor Inc | 0.02% | Add +7.4% | 22,213 | $778K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -28.3% | 21,563 | $758K |
| EWG Elevate Inc. | 0.23% | No change | 21,001 | $736K |
| Coppell Advisory Solutions LLC | 0.09% | Add +69.2% | 21,031 | $734K |
| Metis Global Partners, LLC | 0.02% | Add +30.8% | 20,740 | $727K |
| Bell Bank | 0.03% | No change | 20,495 | $718K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.6% | 20,430 | $716K |
| IFM Investors Pty Ltd | 0.01% | Reduce -17.9% | 20,253 | $709K |
| Atom Investors LP | 0.06% | Reduce -2.0% | 20,010 | $701K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $696K |
| Fiduciary Alliance LLC | 0.05% | No change | 19,816 | $694K |
| Cwm, LLC | 0.00% | Add +2.0% | 19,777 | $693K |
| Oliver Lagore Vanvalin Investment Group | 0.27% | — | 18,827 | $687K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.7% | 19,056 | $668K |
| AlphaQuest LLC | 0.06% | Add +20.8% | 18,791 | $658K |
| Inceptionr LLC | 0.15% | New | 18,734 | $656K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -29.6% | 18,654 | $653K |
| Dark Forest Capital Management LP | 0.03% | Reduce -88.7% | 18,610 | $652K |
| Lakeridge Wealth Management LLC | 0.29% | Reduce -18.5% | 18,158 | $636K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 18,037 | $632K |
| Curi Capital, LLC | 0.01% | Reduce -20.2% | 17,714 | $622K |
| Sage Capital Management, LLC | 0.29% | Add +0.4% | 17,021 | $596K |
| Neo Ivy Capital Management | 0.19% | New | 16,659 | $584K |
| Spire Wealth Management | 0.02% | Reduce -50.8% | 16,478 | $577K |
| Van Cleef Asset Management,Inc | 0.06% | No change | 15,700 | $550K |
| Cibc World Markets Corp. | 0.00% | Reduce -42.9% | 15,569 | $545K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.8% | 15,294 | $536K |
| Rothschild Investment LLC | 0.03% | No change | 15,010 | $526K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 14,911 | $522K |
| Vident Advisory, LLC | 0.01% | Reduce -17.9% | 14,896 | $522K |
| Horizon Investments, LLC | 0.01% | New | 14,911 | $521K |
| Perpetual Ltd | 0.01% | Reduce -7.1% | 14,360 | $503K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.1% | 14,317 | $502K |
| Well Done, LLC | 0.09% | No change | 14,009 | $491K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +293.3% | 13,885 | $486K |
| Blair William & Co. | 0.00% | New | 13,879 | $486K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $482K |
| LDR Capital Management LLC | 1.09% | New | 13,675 | $479K |
| Independent Advisor Alliance | 0.01% | Add +10.9% | 13,280 | $465K |
| BNP Paribas Financial Markets | 0.00% | Add +49.5% | 12,507 | $438K |
| EP Wealth Advisors, LLC | 0.00% | Add +31.3% | 12,444 | $436K |
| BlueChip Wealth Advisors LLC | 0.18% | Reduce -29.7% | 12,298 | $431K |
| Quantinno Capital Management LP | 0.00% | Add +57.6% | 12,248 | $429K |
| Apeiron RIA LLC | 0.11% | Reduce -5.5% | 12,186 | $427K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +84.7% | 12,056 | $422K |
| Catalina Capital Group, LLC | 0.28% | Reduce -2.4% | 11,891 | $417K |
| Beacon Capital Management, LLC | 0.06% | Reduce -9.9% | 11,853 | $415K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -7.5% | 11,628 | $407K |
| M&T Bank Corp | 0.00% | Reduce -8.7% | 11,491 | $403K |
| Hardy Reed LLC | 0.03% | No change | 11,489 | $402K |
| Cadence Bank | 0.03% | No change | 11,489 | $402K |
| A&I Financial Services, LLC | 0.23% | Add +3.9% | 11,419 | $400K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -19.7% | 11,252 | $394K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -15.5% | 11,147 | $392K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -15.5% | 11,147 | $390K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.6% | 11,147 | $390K |
| Hendershot Investments Inc. | 0.05% | No change | 11,021 | $386K |
| MML Investors Services, LLC | 0.00% | Add +18.8% | 10,948 | $383K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 10,843 | $380K |
| Debussy Capital Management LP | 0.06% | No change | 10,790 | $378K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 10,731 | $376K |
| Sigma Planning Corp | 0.01% | Reduce -1.0% | 10,590 | $371K |
| Henshaw Capital LLC | 0.01% | No change | 10,239 | $359K |
| Savant Capital, LLC | 0.00% | Add +11.3% | 10,103 | $354K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.6% | 10,280 | $352K |
| Brass Tax Wealth Management, Inc. | 0.07% | No change | 10,012 | $351K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -44.4% | 9,987 | $350K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,977 | $349K |
| Xponance LLC | 0.00% | Add +5.8% | 9,813 | $344K |
| Hibernia Wealth Partners, LLC | 0.12% | New | 9,662 | $338K |
| DRW Securities, LLC | 0.02% | New | 9,569 | $335K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.4% | 9,537 | $334K |
| EntryPoint Capital, LLC | 0.17% | Add +50.8% | 9,486 | $332K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Add +287.2% | 9,470 | $332K |
| Financial Partners Group, Inc | 0.05% | Reduce -61.9% | 9,355 | $328K |
| Ellevest, Inc. | 0.05% | Add +0.1% | 9,308 | $326K |
| Aspen Grove Capital, LLC | 0.06% | No change | 9,251 | $325K |
| Raleigh Capital Management Inc. | 0.13% | Add +1.0% | 9,057 | $317K |
| Longboard Asset Management, LP | 0.79% | New | 9,055 | $317K |
| Provident Investment Management, Inc. | 0.03% | New | 9,000 | $315K |
| Waldron Private Wealth LLC | 0.01% | No change | 8,970 | $315K |
| Vanderbilt University | 0.06% | New | 8,819 | $309K |
| First Heartland Consultants, Inc. | 0.03% | No change | 8,734 | $306K |
| CIBC Asset Management Inc | 0.00% | No change | 8,646 | $303K |
| Mackenzie Financial Corp. | 0.00% | Add +3.0% | 8,618 | $302K |
| Kure Advisory, LLC | 0.20% | Add +0.1% | 8,585 | $301K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $293K |
| D. E. Shaw & Co. | 0.00% | Reduce -85.3% | 8,317 | $291K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $288K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +17.3% | 8,145 | $285K |
| Ignite Planners, LLC | 0.05% | Reduce -5.2% | 8,162 | $285K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.3% | 8,088 | $283K |
| Brighton Jones LLC | 0.01% | New | 7,958 | $279K |
| Castleview Partners, LLC | 0.18% | No change | 7,939 | $278K |
| Neuberger Berman Group LLC | 0.00% | Add +31.8% | 7,907 | $277K |
| Foundations Investment Advisors, LLC | 0.00% | New | 7,772 | $272K |
| Lanark Financial, Inc. | 0.02% | No change | 7,768 | $272K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -10.2% | 7,700 | $269K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,667 | $269K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.7% | 7,540 | $264K |
| Medallion Wealth Advisors, LLC | 0.10% | No change | 7,377 | $259K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 7,265 | $254K |
| Plotkin Financial Advisors, LLC | 0.14% | Reduce -1.8% | 7,173 | $251K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 7,150 | $250K |
| Merit Financial Group, LLC | 0.00% | Add +21.4% | 7,118 | $249K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 7,104 | $249K |
| Advisory Services Network, LLC | 0.00% | No change | 7,362 | $249K |
| Advisory Alpha, LLC | 0.01% | Add +0.5% | 6,915 | $242K |
| RFG Advisory, LLC | 0.01% | Reduce -3.6% | 6,884 | $241K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +2.7% | 6,820 | $239K |
| StoneX Group Inc. | 0.01% | New | 6,786 | $238K |
| IHT Wealth Management, LLC | 0.01% | Reduce -22.7% | 6,775 | $237K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,638 | $233K |
| Sound Income Strategies, LLC | 0.01% | Reduce -29.5% | 6,656 | $233K |
| NFSG Corp | 0.04% | Reduce -0.9% | 6,327 | $222K |
| World Equity Group, Inc. | 0.06% | Add +6.0% | 6,293 | $220K |
| Canton Hathaway, LLC | 0.04% | No change | 6,274 | $220K |
| Plan A Wealth LLC | 0.12% | No change | 6,254 | $219K |
| Three Bridge Wealth Advisors, LLC | 0.06% | No change | 6,231 | $219K |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 6,194 | $217K |
| Barlow Wealth Partners, LLC | 0.03% | Add +0.9% | 6,086 | $213K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 6,087 | $213K |
| Global Assets Advisory, LLC | 0.08% | New | 6,053 | $213K |
| Private Advisor Group, LLC | 0.00% | New | 6,047 | $212K |
| Norinchukin Bank, The | 0.00% | Add +3.3% | 5,977 | $209K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $207K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -0.3% | 5,995 | $207K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $205K |
| Old National Bancorp | 0.00% | New | 5,757 | $202K |
| Secure Asset Management, LLC | 0.04% | New | 5,745 | $201K |
| Profund Advisors LLC | 0.01% | Add +1.8% | 5,739 | $201K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.3% | 5,748 | $201K |
| LexAurum Advisors, LLC | 0.03% | Reduce -16.9% | 5,728 | $201K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,931 | $200K |
| Ameriflex Group, Inc. | 0.10% | Reduce -70.1% | 5,687 | $199K |
| M&G PLC | 0.00% | Add +11.1% | 5,631 | $197K |
| US Bancorp \de | 0.00% | No change | 5,285 | $185K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 5,124 | $179K |
| GAMMA Investing LLC | 0.01% | Add +51.9% | 4,713 | $165K |
| PNC Financial Services Group, Inc. | 0.00% | Add +55.6% | 4,661 | $163K |
| Eukles Asset Management | 0.06% | No change | 4,174 | $146K |
| FIL Ltd | 0.00% | New | 4,102 | $144K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -60.2% | 3,687 | $129K |
| Larson Financial Group LLC | 0.01% | Add +3.3% | 3,605 | $126K |
| KBC Group NV | 0.00% | Reduce -35.9% | 3,606 | $126K |
| MCF Advisors LLC | 0.01% | Reduce -7.9% | 3,478 | $122K |
| Tsfg, LLC | 0.02% | Add +0.9% | 3,458 | $121K |
| Employees Retirement System of Texas | 0.00% | Reduce -94.3% | 3,458 | $121K |
| Advantage Trust Co | 0.06% | No change | 3,386 | $119K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 3,357 | $118K |
| State of Wyoming | 0.01% | New | 3,136 | $110K |
| Blue Trust, Inc. | 0.00% | No change | 3,049 | $107K |
| Beacon Capital Management, Inc. | 0.01% | New | 3,015 | $106K |
| Rossby Financial, LCC | 0.04% | No change | 3,000 | $105K |
| MAI Capital Management | 0.00% | No change | 3,000 | $105K |
| Sterling Capital Management LLC | 0.00% | Add +56.7% | 2,862 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,804 | $98K |
| Headlands Technologies LLC | 0.01% | Reduce -22.2% | 2,605 | $91K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +49.7% | 2,604 | $91K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -21.6% | 2,597 | $91K |
| Global Retirement Partners, LLC | 0.00% | — | 2,574 | $90K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $89K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $88K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.6% | 2,215 | $78K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,210 | $77K |
| Covestor Ltd | 0.04% | Add +682.9% | 2,106 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.4% | 1,500 | $53K |
| Kiker Wealth Management, LLC | 0.03% | Reduce -33.3% | 1,400 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,360 | $48K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $44K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 1,213 | $43K |
| POM Investment Strategies, LLC | 0.03% | New | 1,156 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,100 | $39K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $35K |
| Transce3nd, LLC | 0.01% | No change | 989 | $35K |
| Kozak & Associates, Inc. | 0.01% | Add +0.9% | 975 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 896 | $31K |
| CX Institutional | 0.00% | No change | 833 | $29K |
| Assetmark, Inc. | 0.00% | New | 794 | $28K |
| Loomis Sayles & Co. L P | 0.00% | Add +25.3% | 772 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 605 | $21K |
| Curio Wealth, LLC | 0.01% | Add +59000.0% | 591 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 591 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 570 | $20K |
| True Wealth Design, LLC | 0.01% | Add +0.9% | 565 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -23.9% | 557 | $20K |
| UMB Bank, n.a. | 0.00% | Add +22.0% | 543 | $19K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 510 | $18K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 457 | $16K |
| Principal Securities, Inc. | 0.00% | Add +49.7% | 449 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 430 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 427 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 407 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -23.8% | 345 | $12K |
| CI Investments Inc. | 0.00% | Reduce -27.5% | 337 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 300 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $11K |
| Danske Bank A/S | 0.00% | No change | 300 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -41.4% | 279 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +2985.7% | 216 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 222 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +397.7% | 219 | $8K |
| North Capital, Inc. | 0.01% | No change | 217 | $8K |
| Brooklyn Investment Group | 0.00% | Add +703.7% | 217 | $8K |
| Abound Wealth Management | 0.00% | No change | 210 | $7K |
| NewSquare Capital LLC | 0.00% | Add +0.0% | 188 | $7K |
| Alerus Financial NA | 0.00% | New | 166 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 158 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -50.2% | 157 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 124 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 106 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +36.8% | 104 | $4K |
| Quarry LP | 0.00% | Reduce -94.3% | 98 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 91 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -73.8% | 96 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -36.7% | 69 | $2K |
| Capital A Wealth Management, LLC | 0.02% | New | 61 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.7% | 59 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 41 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $1K |
| Essential Partners LLC | 0.00% | — | 28 | $981 |
| Huntington National Bank | 0.00% | No change | 23 | $806 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 22 | $771 |
| Clearstead Trust, LLC | 0.00% | New | 21 | $736 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.6% | 18 | $631 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $596 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $34 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.