Phillips Edison & CompanyPECO
13F holders, Q3 2025 (September 30)402holders −18
37new positions
50sold out
6famous investors
$34.34avg. 13F price*
At the end of Q3 2025, 402 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, down 18 from Q2 2025. 37 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($738.1M), Vanguard Group Inc. ($698.4M) and State Street Corp. ($251.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Phillips Edison & Company Inc.
- CUSIP
- 71844V201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $26.9M |
| Exits | 50 | $171.7M |
All 13F filers, Q2 2025 → Q3 2025: 6,840,544 shares bought and 8,836,159 shares sold, net −1,995,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 21,500,517 | $738.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 20,345,174 | $698.4M |
| State Street Corp. | 0.01% | Reduce -0.8% | 7,290,973 | $251.1M |
| Wellington Management Group LLP | 0.04% | Reduce -20.0% | 5,982,819 | $205.4M |
| FMR LLC | 0.01% | Add +4.3% | 4,107,064 | $141.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 3,440,468 | $118.1M |
| Engineers Gate Manager LP | 0.98% | Add +167.4% | 2,496,040 | $85.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 2,236,095 | $76.8M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 2,159,265 | $74.1M |
| Balyasny Asset Management L.P. | 0.13% | Add +191.9% | 1,869,618 | $64.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.5% | 1,759,226 | $60.4M |
| Duff & Phelps Investment Management Co. | 0.66% | Add +11.5% | 1,697,608 | $58.3M |
| Macquarie Group Ltd. | 0.05% | Reduce -8.0% | 1,314,174 | $45.1M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 1,103,214 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 1,100,942 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +66.2% | 1,038,938 | $35.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +5.5% | 960,000 | $33.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.8% | 934,169 | $32.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +57.2% | 849,693 | $29.2M |
| Cetera Investment Advisers | 0.03% | Add +12.8% | 787,077 | $27.0M |
| Legal & General Group Plc | 0.01% | Reduce -9.3% | 782,974 | $26.9M |
| Nuveen, LLC | 0.01% | Reduce -16.6% | 694,799 | $23.9M |
| Janus Henderson Group PLC | 0.01% | Add +5.5% | 636,847 | $21.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.5% | 606,665 | $20.8M |
| Sophron Capital Management L.P. | 6.07% | Add +46.7% | 573,661 | $19.7M |
| UBS Group AG | 0.00% | Add +33.4% | 550,276 | $18.9M |
| Public Sector Pension Investment Board | 0.06% | Add +14.6% | 489,959 | $16.8M |
| Invesco Ltd. | 0.00% | Add +4.9% | 438,701 | $15.1M |
| Renaissance Technologies | 0.02% | Add +216.0% | 427,902 | $14.7M |
| Bank of America Corp. | 0.00% | Add +2.7% | 414,809 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 391,659 | $13.4M |
| Rhumbline Advisers | 0.01% | Reduce -3.6% | 380,762 | $13.1M |
| Deutsche Bank AG | 0.00% | Add +3.9% | 354,878 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.7% | 339,824 | $11.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +28.9% | 294,855 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.7% | 292,876 | $10.1M |
| Kennedy Capital Management LLC | 0.22% | Add +21.3% | 290,715 | $10.0M |
| Jain Global LLC | 0.14% | Reduce -21.3% | 288,051 | $9.9M |
| Asset Management One Co., Ltd. | 0.03% | Add +0.2% | 285,629 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 266,379 | $9.2M |
| Sei Investments Co. | 0.01% | Reduce -13.8% | 257,516 | $8.8M |
| Jane Street Group, LLC | 0.01% | Add +63.6% | 253,781 | $8.7M |
| Barclays PLC | 0.00% | Reduce -9.3% | 253,656 | $8.7M |
| Aew Capital Management L P | 0.48% | Reduce -50.4% | 249,810 | $8.6M |
| Swiss National Bank | 0.00% | Add +1.5% | 243,100 | $8.3M |
| Dark Forest Capital Management LP | 0.31% | Add +1193.4% | 240,702 | $8.3M |
| California Public Employees Retirement System | 0.00% | Add +8.5% | 237,427 | $8.2M |
| B&I Capital AG | 2.75% | Add +2.0% | 231,831 | $8.0M |
| Millennium Management | 0.01% | Add +4.9% | 207,331 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -1.0% | 203,227 | $7.0M |
| State of Wisconsin Investment Board | 0.02% | Add +0.1% | 192,397 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +52.2% | 186,462 | $6.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +2.6% | 183,230 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -1.1% | 182,917 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -8.0% | 178,746 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.4% | 176,085 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -40.8% | 164,422 | $5.6M |
| Granite Investment Partners, LLC | 0.30% | Reduce -31.3% | 152,564 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +33.4% | 148,979 | $5.1M |
| McAdam, LLC | 0.24% | Reduce 0.0% | 143,477 | $4.9M |
| Westwood Holdings Group Inc. | 0.03% | New | 140,416 | $4.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.5% | 138,230 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -3.2% | 131,471 | $4.5M |
| Prudential Financial Inc. | 0.01% | Reduce -3.1% | 126,475 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -37.0% | 127,453 | $4.4M |
| Lord, Abbett & Co. LLC | 0.01% | No change | 125,470 | $4.3M |
| Holocene Advisors, LP | 0.01% | Add +34.1% | 122,942 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.6% | 121,117 | $4.2M |
| Aberdeen Group plc | 0.01% | Reduce -2.1% | 119,092 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 113,496 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -7.4% | 112,245 | $3.9M |
| Modern Wealth Management, LLC | 0.08% | Reduce -4.2% | 111,261 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.1% | 113,054 | $3.8M |
| Centaurus Financial, Inc. | 0.17% | Reduce -4.0% | 108,014 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 105,099 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Add +0.2% | 103,253 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 102,147 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +16.5% | 101,110 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.12% | New | 100,000 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -0.5% | 96,054 | $3.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.5% | 93,503 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -15.6% | 87,764 | $3.0M |
| Amundi | 0.00% | Add +4.4% | 86,444 | $2.9M |
| AQR Capital Management | 0.00% | Add +145.8% | 84,565 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 84,226 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.5% | 82,171 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.22% | Add +13.4% | 81,287 | $2.8M |
| Independent Financial Group, LLC | 0.07% | Add +4.1% | 80,572 | $2.8M |
| Money Concepts Capital Corp. | 0.17% | Reduce -0.8% | 78,648 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.0% | 77,483 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.4% | 72,993 | $2.5M |
| Martingale Asset Management L P | 0.06% | Reduce -13.8% | 70,133 | $2.4M |
| Man Group plc | 0.00% | New | 66,626 | $2.3M |
| New York State Common Retirement Fund | 0.00% | No change | 65,143 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.1% | 64,551 | $2.2M |
| Caxton Associates LLP | 0.06% | New | 64,108 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.1% | 62,949 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.8% | 62,823 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.5% | 62,586 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -0.9% | 60,315 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -19.8% | 59,935 | $2.1M |
| O'Dell Group, LLC | 0.44% | Add +0.2% | 59,656 | $2.0M |
| Polaris Capital Management, LLC | 0.13% | Add +29.0% | 59,600 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 58,701 | $2.0M |
| Vert Asset Management LLC | 0.67% | Add +10.2% | 58,128 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 58,072 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.5% | 57,700 | $2.0M |
| Creative Planning | 0.00% | Add +3.1% | 57,646 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.0% | 57,170 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +10.1% | 55,461 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +1.7% | 55,123 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -28.4% | 51,708 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.8% | 51,582 | $1.8M |
| Atom Investors LP | 0.13% | Add +154.5% | 50,922 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.3% | 50,447 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -6.1% | 49,952 | $1.7M |
| Calton & Associates, Inc. | 0.25% | Reduce -9.2% | 49,308 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -23.4% | 49,141 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +11.9% | 48,933 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 48,627 | $1.7M |
| FJ Capital Management LLC | 0.18% | Reduce -3.4% | 47,768 | $1.6M |
| HGI Capital Management, LLC | 4.46% | New | 47,268 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.1% | 45,597 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +24.8% | 45,530 | $1.6M |
| Integrated Advisors Network LLC | 0.06% | Reduce -6.9% | 44,201 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +10.8% | 42,870 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -24.9% | 42,020 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -26.5% | 42,525 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.36% | No change | 41,766 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -15.8% | 41,251 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +8.1% | 41,188 | $1.4M |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.4% | 39,471 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +209.5% | 38,706 | $1.3M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -1.2% | 38,346 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -52.8% | 37,512 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.9% | 37,109 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 37,096 | $1.3M |
| Cooper Financial Group | 0.14% | Reduce -11.3% | 36,616 | $1.3M |
| Amalgamated Bank | 0.01% | Add +1.5% | 36,153 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +3.5% | 35,700 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +24.4% | 34,977 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 34,800 | $1.2M |
| Comerica Bank | 0.00% | Reduce -18.2% | 34,733 | $1.2M |
| RMR Wealth Builders | 0.10% | Reduce -30.8% | 34,492 | $1.2M |
| First Foundation Advisors | 0.04% | Reduce -37.3% | 34,493 | $1.2M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -35.4% | 34,456 | $1.2M |
| Accel Wealth Management | 0.34% | Reduce -0.3% | 34,070 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -27.6% | 33,852 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 33,690 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -66.2% | 33,674 | $1.2M |
| Foresight Group Ltd Liability Partnership | 0.17% | No change | 33,307 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -4.1% | 32,364 | $1.1M |
| Franklin Resources Inc. | 0.00% | New | 31,874 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +122.6% | 31,870 | $1.1M |
| AlphaQuest LLC | 0.07% | Add +69.0% | 31,748 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -63.1% | 31,195 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 30,863 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +10.8% | 30,737 | $1.1M |
| PFG Investments, LLC | 0.05% | Add +8.1% | 30,719 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 30,100 | $1.0M |
| Algert Global LLC | 0.02% | New | 29,440 | $1.0M |
| Headlands Technologies LLC | 0.08% | Add +1024.3% | 29,288 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.8% | 28,320 | $972K |
| Nisa Investment Advisors, LLC | 0.00% | Add +30.8% | 28,194 | $971K |
| Metis Global Partners, LLC | 0.02% | Add +36.3% | 28,273 | $971K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.1% | 28,256 | $970K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $956K |
| Focus Partners Wealth | 0.00% | Reduce -7.7% | 27,155 | $932K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 26,379 | $906K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -6.8% | 26,362 | $905K |
| Certior Financial Group, LLC | 0.61% | Reduce -11.0% | 26,231 | $901K |
| Cwm, LLC | 0.00% | Add +32.4% | 26,185 | $899K |
| KLP Kapitalforvaltning As | 0.00% | No change | 26,000 | $895K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 25,954 | $891K |
| Arete Wealth Advisors, LLC | 0.06% | Add +11.8% | 25,634 | $880K |
| Blankinship & Foster, LLC | 0.19% | Add +0.1% | 25,558 | $877K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.8% | 24,473 | $840K |
| Ameriflex Group, Inc. | 0.31% | Add +321.0% | 23,942 | $822K |
| SG Americas Securities, LLC | 0.00% | New | 23,842 | $818K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 23,790 | $817K |
| STRS Ohio | 0.00% | Reduce -3.4% | 23,000 | $790K |
| Cresset Asset Management, LLC | 0.00% | No change | 22,828 | $786K |
| TCW Group Inc. | 0.01% | Add +0.2% | 22,812 | $783K |
| Dynamic Financial Group | 0.68% | Reduce -2.5% | 22,784 | $782K |
| EWG Elevate Inc. | 0.23% | No change | 21,001 | $721K |
| Verition Fund Management LLC | 0.00% | New | 21,000 | $721K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.2% | 20,961 | $720K |
| IFM Investors Pty Ltd | 0.01% | Add +0.5% | 20,356 | $702K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -3.4% | 20,312 | $695K |
| Vaughan David Investments LLC | 0.01% | No change | 19,882 | $683K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.2% | 19,371 | $665K |
| Nissay Asset Management Corp. /Japan | 0.00% | No change | 19,056 | $654K |
| Quantinno Capital Management LP | 0.00% | Add +53.3% | 18,778 | $645K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,654 | $640K |
| Inceptionr LLC | 0.15% | Reduce -0.5% | 18,640 | $640K |
| Fiduciary Alliance LLC | 0.04% | Reduce -6.5% | 18,530 | $636K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.0% | 18,056 | $620K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -38.5% | 17,857 | $613K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -7.0% | 16,893 | $580K |
| Perpetual Ltd | 0.01% | Add +15.8% | 16,630 | $571K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -8.3% | 16,537 | $568K |
| Horizon Investments, LLC | 0.01% | Add +7.6% | 16,047 | $549K |
| &partners | 0.00% | New | 15,792 | $542K |
| Spire Wealth Management | 0.02% | Reduce -5.6% | 15,558 | $534K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -59.9% | 15,190 | $521K |
| Sage Capital Management, LLC | 0.23% | Reduce -11.3% | 15,089 | $518K |
| Rothschild Investment LLC | 0.03% | Reduce -0.1% | 14,995 | $515K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -78.7% | 14,962 | $514K |
| Citadel Advisors | 0.00% | New | 14,322 | $492K |
| Provident Investment Management, Inc. | 0.04% | Add +57.2% | 14,145 | $486K |
| Well Done, LLC | 0.08% | No change | 14,009 | $481K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $472K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,470 | $462K |
| Independent Advisor Alliance | 0.01% | Add +0.3% | 13,321 | $457K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.1% | 13,298 | $457K |
| Vident Advisory, LLC | 0.00% | Reduce -11.2% | 13,225 | $454K |
| Entropy Technologies, LP | 0.03% | Reduce -42.3% | 12,925 | $444K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -13.7% | 12,867 | $442K |
| Catalina Capital Group, LLC | 0.25% | No change | 11,891 | $408K |
| Apeiron RIA LLC | 0.09% | Reduce -0.9% | 12,080 | $407K |
| Bank of Montreal | 0.00% | Reduce -49.4% | 11,655 | $400K |
| XTX Topco Ltd | 0.02% | New | 11,451 | $393K |
| M Holdings Securities, Inc. | 0.08% | Reduce -53.9% | 11,441 | $393K |
| A&I Financial Services, LLC | 0.19% | No change | 11,419 | $390K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 11,300 | $388K |
| Acorn Financial Advisory Services Inc. | 0.06% | No change | 11,252 | $386K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 11,147 | $383K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 11,147 | $383K |
| Kovack Advisors, Inc. | 0.04% | No change | 11,147 | $383K |
| Hendershot Investments Inc. | 0.05% | No change | 11,021 | $378K |
| Debussy Capital Management LP | 0.05% | No change | 10,790 | $370K |
| Beacon Capital Management, LLC | 0.05% | Reduce -9.4% | 10,739 | $369K |
| MML Investors Services, LLC | 0.00% | Reduce -1.9% | 10,739 | $369K |
| Blair William & Co. | 0.00% | Reduce -22.6% | 10,735 | $369K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 10,731 | $368K |
| Sigma Planning Corp | 0.01% | Add +1.0% | 10,696 | $367K |
| Voloridge Investment Management, LLC | 0.00% | New | 10,695 | $367K |
| Merit Financial Group, LLC | 0.00% | Add +47.1% | 10,472 | $360K |
| SageView Advisory Group, LLC | 0.01% | Add +1.0% | 10,385 | $357K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.8% | 10,142 | $348K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 10,012 | $344K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,977 | $343K |
| Dynamic Technology Lab Private Ltd | 0.06% | Add +39.1% | 9,946 | $341K |
| Xponance LLC | 0.00% | Add +1.1% | 9,919 | $341K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -11.1% | 9,643 | $331K |
| Assetmark, Inc. | 0.00% | Add +1108.7% | 9,597 | $329K |
| Financial Partners Group, Inc | 0.04% | Add +2.1% | 9,554 | $328K |
| Ellevest, Inc. | 0.05% | Add +0.7% | 9,375 | $322K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.2% | 9,373 | $322K |
| Aspen Grove Capital, LLC | 0.05% | Add +0.6% | 9,305 | $320K |
| Savant Capital, LLC | 0.00% | Reduce -7.9% | 9,301 | $319K |
| TFB Advisors LLC | 0.09% | New | 9,345 | $315K |
| Raleigh Capital Management Inc. | 0.12% | Add +0.7% | 9,122 | $313K |
| Brighton Jones LLC | 0.01% | Add +14.4% | 9,103 | $313K |
| Curi Capital, LLC | 0.01% | Reduce -48.9% | 9,048 | $311K |
| Longboard Asset Management, LP | 0.50% | No change | 9,055 | $311K |
| Graham Capital Management, L.P. | 0.02% | Reduce -68.6% | 8,854 | $304K |
| First Heartland Consultants, Inc. | 0.02% | No change | 8,734 | $300K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.0% | 8,617 | $296K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.7% | 8,497 | $292K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $287K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.6% | 8,217 | $282K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $282K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | No change | 8,145 | $280K |
| Ignite Planners, LLC | 0.05% | Reduce -0.5% | 8,121 | $279K |
| Aljian Capital Management, LLC | 0.06% | New | 8,074 | $277K |
| Natixis | 0.00% | New | 8,000 | $275K |
| BlueChip Wealth Advisors LLC | 0.12% | Reduce -35.5% | 7,937 | $272K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.5% | 7,922 | $272K |
| Castleview Partners, LLC | 0.15% | Reduce -0.4% | 7,909 | $272K |
| Lanark Financial, Inc. | 0.02% | No change | 7,768 | $267K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.0% | 7,676 | $264K |
| CreativeOne Wealth, LLC | 0.01% | No change | 7,667 | $263K |
| Henshaw Capital LLC | 0.01% | Reduce -25.9% | 7,588 | $260K |
| Waldron Private Wealth LLC | 0.01% | Reduce -16.1% | 7,525 | $259K |
| Allworth Financial LP | 0.00% | Reduce -82.0% | 7,540 | $259K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,540 | $259K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 7,377 | $253K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.4% | 7,370 | $253K |
| Sterling Capital Management LLC | 0.00% | Add +152.6% | 7,229 | $248K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 7,173 | $246K |
| Evergreen Capital Management LLC | 0.01% | New | 7,059 | $243K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Reduce -8.6% | 7,040 | $241K |
| Kure Advisory, LLC | 0.15% | Reduce -18.3% | 7,013 | $241K |
| RFG Advisory, LLC | 0.00% | Reduce -0.3% | 6,861 | $236K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,820 | $234K |
| NFSG Corp | 0.03% | Add +7.3% | 6,787 | $233K |
| IHT Wealth Management, LLC | 0.01% | Add +0.2% | 6,786 | $233K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 6,638 | $229K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -14.9% | 6,613 | $227K |
| Corient Private Wealth LP | 0.00% | Add +1.8% | 6,308 | $217K |
| Advisory Alpha, LLC | 0.01% | Reduce -7.2% | 6,416 | $216K |
| Plan A Wealth LLC | 0.11% | Add +0.3% | 6,272 | $215K |
| Private Advisor Group, LLC | 0.00% | Add +3.7% | 6,269 | $215K |
| Canton Hathaway, LLC | 0.04% | No change | 6,274 | $215K |
| Three Bridge Wealth Advisors, LLC | 0.06% | No change | 6,231 | $215K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -36.1% | 6,094 | $209K |
| Columbus Macro, LLC | 0.02% | New | 5,975 | $205K |
| Norinchukin Bank, The | 0.00% | Reduce -0.7% | 5,936 | $204K |
| World Equity Group, Inc. | 0.05% | Reduce -5.7% | 5,936 | $204K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $203K |
| Belpointe Asset Management LLC | 0.01% | New | 5,904 | $203K |
| Accurate Wealth Management, LLC | 0.03% | No change | 5,995 | $202K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $201K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,833 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -60.0% | 5,550 | $191K |
| US Bancorp \de | 0.00% | Add +1.3% | 5,354 | $184K |
| FIL Ltd | 0.00% | Add +28.1% | 5,255 | $180K |
| Point72 Asset Management | 0.00% | New | 5,204 | $179K |
| Sound Income Strategies, LLC | 0.01% | Reduce -21.7% | 5,212 | $176K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 4,480 | $154K |
| Eukles Asset Management | 0.06% | No change | 4,174 | $143K |
| KBC Group NV | 0.00% | No change | 3,606 | $124K |
| Tsfg, LLC | 0.02% | Add +0.9% | 3,489 | $120K |
| MCF Advisors LLC | 0.01% | No change | 3,478 | $120K |
| Employees Retirement System of Texas | 0.00% | No change | 3,458 | $119K |
| Larson Financial Group LLC | 0.00% | Reduce -3.9% | 3,463 | $119K |
| Advantage Trust Co | 0.05% | No change | 3,386 | $116K |
| GAMMA Investing LLC | 0.01% | Reduce -29.5% | 3,321 | $114K |
| Blue Trust, Inc. | 0.00% | No change | 3,049 | $105K |
| Beacon Capital Management, Inc. | 0.00% | No change | 3,015 | $104K |
| MAI Capital Management | 0.00% | No change | 3,000 | $103K |
| Rossby Financial, LCC | 0.03% | Add +0.4% | 3,012 | $103K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.2% | 2,914 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 2,865 | $98K |
| Covestor Ltd | 0.05% | Add +35.3% | 2,850 | $98K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.8% | 2,747 | $94K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 2,588 | $89K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.1% | 2,550 | $88K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $87K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,512 | $86K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $84K |
| Advisory Services Network, LLC | 0.00% | Reduce -67.1% | 2,420 | $83K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.9% | 2,085 | $72K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 2,003 | $69K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +6850.0% | 1,529 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $51K |
| Quadrant Capital Group LLC | 0.00% | New | 1,363 | $47K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $46K |
| Quantbot Technologies LP | 0.00% | New | 1,257 | $43K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $43K |
| Silicon Valley Capital Partners | 0.00% | Add +0.9% | 1,224 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Add +418.1% | 1,119 | $38K |
| Jones Financial Companies LLLP | 0.00% | Add +2590.0% | 1,076 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $34K |
| Kozak & Associates, Inc. | 0.01% | Add +1.2% | 987 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 896 | $31K |
| CX Institutional | 0.00% | No change | 833 | $29K |
| Salomon & Ludwin, LLC | 0.00% | New | 705 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -31.8% | 750 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +31.1% | 747 | $26K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -4.9% | 734 | $25K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $25K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -92.8% | 677 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 605 | $21K |
| Curio Wealth, LLC | 0.01% | No change | 591 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 591 | $20K |
| Quarry LP | 0.01% | Add +488.8% | 577 | $20K |
| True Wealth Design, LLC | 0.01% | Add +0.9% | 570 | $20K |
| UMB Bank, n.a. | 0.00% | Add +0.2% | 544 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -7.0% | 518 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +350.0% | 468 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -4.4% | 437 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 427 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -19.6% | 410 | $14K |
| First Horizon Corp. | 0.00% | — | 407 | $14K |
| Arax Advisory Partners | 0.00% | Add +121.7% | 348 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -22.3% | 334 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 300 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -33.2% | 300 | $10K |
| Danske Bank A/S | 0.00% | No change | 300 | $10K |
| Bessemer Group Inc. | 0.00% | Add +222.9% | 310 | $10K |
| Optiver Holding B.V. | 0.00% | New | 267 | $9K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -0.9% | 220 | $8K |
| North Capital, Inc. | 0.01% | No change | 217 | $7K |
| Federated Hermes, Inc. | 0.00% | New | 207 | $7K |
| Essential Partners LLC | 0.00% | Add +517.9% | 173 | $6K |
| Alerus Financial NA | 0.00% | No change | 166 | $6K |
| Signaturefd, LLC | 0.00% | Add +140.6% | 166 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 158 | $5K |
| Meeder Asset Management Inc. | 0.00% | New | 155 | $5K |
| CI Investments Inc. | 0.00% | Reduce -54.0% | 155 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | Reduce -8.9% | 113 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 107 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +305.6% | 73 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 63 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 49 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -79.9% | 44 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -50.9% | 29 | $996 |
| Huntington National Bank | 0.00% | No change | 23 | $789 |
| Clearstead Trust, LLC | 0.00% | No change | 21 | $721 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $584 |
| Rialto Wealth Management, LLC | 0.00% | New | 15 | $515 |
| Fortitude Family Office, LLC | 0.00% | Reduce -84.6% | 14 | $481 |
| Abound Wealth Management | 0.00% | Reduce -95.7% | 9 | $309 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $34 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $34 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $29 |
| Avion Wealth | 0.00% | New | 15 | $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.