Phillips Edison & CompanyPECO
13F holders, Q4 2025 (December 31)417holders +15
44new positions
40sold out
3famous investors
$35.57avg. 13F price*
At the end of Q4 2025, 417 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 15 from Q3 2025. 44 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($780.2M), Vanguard Group Inc. ($719.1M) and State Street Corp. ($257.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $93.8M |
| Exits | 40 | $29.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,313,959 shares bought and 5,914,855 shares sold, net +1,399,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| BlackRock, Inc. | 0.01% | Add +2.0% | 21,933,999 | $780.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 20,215,956 | $719.1M |
| State Street Corp. | 0.01% | Reduce -1.1% | 7,211,391 | $257.3M |
| Wellington Management Group LLP | 0.04% | Add +5.4% | 6,308,034 | $224.4M |
| FMR LLC | 0.01% | Add +1.6% | 4,172,402 | $148.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 3,442,222 | $122.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.9% | 2,322,844 | $82.6M |
| Engineers Gate Manager LP | 0.92% | Reduce -12.6% | 2,181,911 | $77.6M |
| Norges Bank | 0.01% | — | 1,991,837 | $70.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.7% | 1,824,940 | $64.9M |
| Duff & Phelps Investment Management Co. | 0.72% | Add +5.3% | 1,788,426 | $63.6M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -18.1% | 1,530,772 | $54.4M |
| Northern Trust Corp. | 0.01% | Reduce -29.4% | 1,525,134 | $54.2M |
| Morgan Stanley | 0.00% | Add +3.8% | 1,145,114 | $40.7M |
| Nomura Asset Management International Inc. | 0.06% | — | 1,116,494 | $39.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 1,050,182 | $37.4M |
| Canada Pension Plan Investment Board | 0.02% | New | 1,011,500 | $36.0M |
| Nuveen, LLC | 0.01% | Add +45.1% | 1,008,126 | $35.9M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 965,497 | $34.3M |
| Legal & General Group Plc | 0.01% | Add +12.2% | 878,521 | $31.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -18.6% | 781,518 | $27.8M |
| Cetera Investment Advisers | 0.03% | Reduce -4.4% | 752,530 | $26.8M |
| Ameriprise Financial Inc. | 0.01% | Add +153.6% | 742,601 | $26.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.8% | 740,174 | $26.3M |
| Janus Henderson Group PLC | 0.01% | Add +1.9% | 649,222 | $23.1M |
| Bank of America Corp. | 0.00% | Add +51.5% | 628,399 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.1% | 599,974 | $21.3M |
| UBS Group AG | 0.00% | Add +3.7% | 570,836 | $20.3M |
| Alyeska Investment Group, L.P. | 0.05% | New | 545,401 | $19.4M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -39.4% | 514,576 | $18.3M |
| Verition Fund Management LLC | 0.10% | Add +2343.2% | 513,076 | $18.3M |
| Public Sector Pension Investment Board | 0.06% | No change | 489,959 | $17.4M |
| Invesco Ltd. | 0.00% | Add +3.9% | 455,798 | $16.2M |
| Millennium Management | 0.01% | Add +103.3% | 421,522 | $15.0M |
| Renaissance Technologies | 0.02% | Reduce -6.7% | 399,077 | $14.2M |
| Jain Global LLC | 0.14% | Add +37.1% | 394,947 | $14.0M |
| Sophron Capital Management L.P. | 4.25% | Reduce -35.2% | 371,486 | $13.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +22.0% | 359,707 | $12.8M |
| Deutsche Bank AG | 0.00% | Add +1.3% | 359,410 | $12.8M |
| LPL Financial LLC | 0.00% | Reduce -9.0% | 356,456 | $12.7M |
| Rhumbline Advisers | 0.01% | Reduce -7.8% | 351,126 | $12.5M |
| Kennedy Capital Management LLC | 0.26% | Add +20.3% | 349,583 | $12.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.6% | 334,455 | $11.9M |
| Hudson Bay Capital Management LP | 0.06% | New | 281,072 | $10.0M |
| B&I Capital AG | 3.52% | Add +19.9% | 277,931 | $9.9M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -4.7% | 272,186 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +5.8% | 251,166 | $8.9M |
| HSBC Holdings PLC | 0.01% | Add +33.5% | 248,985 | $8.9M |
| Algert Global LLC | 0.14% | Add +744.2% | 248,520 | $8.8M |
| Swiss National Bank | 0.01% | Add +1.9% | 247,700 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.2% | 228,507 | $8.1M |
| Barclays PLC | 0.00% | Reduce -12.7% | 221,563 | $7.9M |
| SG Americas Securities, LLC | 0.01% | Add +764.8% | 206,175 | $7.3M |
| American Century Companies Inc. | 0.00% | Add +320.4% | 205,711 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Add +0.2% | 192,825 | $6.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.0% | 190,530 | $6.8M |
| Mariner, LLC | 0.01% | Add +0.2% | 183,319 | $6.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.9% | 173,550 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 171,885 | $6.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 161,670 | $5.8M |
| Citigroup Inc. | 0.00% | Add +26.4% | 161,138 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.2% | 159,902 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -14.8% | 173,165 | $5.6M |
| Sei Investments Co. | 0.01% | Reduce -40.8% | 152,444 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +48.8% | 150,486 | $5.4M |
| AQR Capital Management | 0.00% | Add +75.7% | 148,538 | $5.3M |
| Granite Investment Partners, LLC | 0.30% | Reduce -6.3% | 142,945 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.0% | 139,581 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +44272.6% | 137,555 | $4.9M |
| McAdam, LLC | 0.22% | Reduce -4.5% | 136,972 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.6% | 133,606 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +192.1% | 125,212 | $4.5M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -1.8% | 123,225 | $4.4M |
| Marshall Wace, LLP | 0.00% | New | 122,966 | $4.4M |
| Allianz Asset Management GmbH | 0.01% | Add +0.9% | 122,230 | $4.3M |
| Aberdeen Group plc | 0.01% | Add +2.6% | 122,150 | $4.3M |
| Dark Forest Capital Management LP | 0.20% | Reduce -49.4% | 121,778 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +5.7% | 119,979 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -6.8% | 117,825 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 112,126 | $3.9M |
| Centaurus Financial, Inc. | 0.18% | Add +1.6% | 109,715 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 108,618 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -29.3% | 105,317 | $3.7M |
| Modern Wealth Management, LLC | 0.07% | Reduce -5.4% | 105,207 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 104,684 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.3% | 102,996 | $3.7M |
| Neo Ivy Capital Management | 0.58% | New | 102,500 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -8.9% | 102,233 | $3.6M |
| Nordea Investment Management AB | 0.00% | New | 100,608 | $3.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.4% | 98,574 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -5.0% | 95,000 | $3.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -93.2% | 89,741 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -6.8% | 89,539 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.9% | 87,825 | $3.1M |
| Harbor Capital Advisors, Inc. | 0.23% | Add +3.1% | 83,771 | $3.0M |
| Amundi | 0.00% | Reduce -3.4% | 83,515 | $3.0M |
| Holocene Advisors, LP | 0.01% | Reduce -35.1% | 79,834 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +113.6% | 79,264 | $2.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -1.9% | 79,052 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.6% | 73,892 | $2.6M |
| VARCOV Co. | 1.04% | — | 73,747 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 72,150 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Reduce -8.3% | 72,105 | $2.6M |
| Arkadios Wealth Advisors | 0.05% | Add +35.3% | 69,771 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Add +7.5% | 69,425 | $2.5M |
| Creative Planning | 0.00% | Add +18.7% | 68,445 | $2.4M |
| New York State Common Retirement Fund | 0.00% | No change | 65,143 | $2.3M |
| TCW Group Inc. | 0.02% | Add +184.3% | 64,855 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.9% | 63,862 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.5% | 61,997 | $2.2M |
| Vert Asset Management LLC | 0.72% | Add +5.3% | 61,202 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 60,752 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 59,949 | $2.1M |
| Caxton Associates LLP | 0.04% | Reduce -6.7% | 59,819 | $2.1M |
| Polaris Capital Management, LLC | 0.18% | No change | 59,600 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 58,685 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.2% | 57,600 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.8% | 55,845 | $2.0M |
| Martingale Asset Management L P | 0.05% | Reduce -20.9% | 55,450 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 54,152 | $1.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.0% | 53,262 | $1.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +29.7% | 53,438 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 52,877 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +15.0% | 52,342 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.1% | 49,557 | $1.8M |
| Intech Investment Management LLC | 0.02% | No change | 49,141 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +51.7% | 48,334 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.3% | 48,019 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -10.8% | 45,006 | $1.6M |
| Calton & Associates, Inc. | 0.23% | Reduce -10.5% | 44,137 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Reduce -0.4% | 44,023 | $1.6M |
| Earned Wealth Advisors, LLC | 0.11% | New | 42,752 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Add +40.0% | 42,156 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +21.2% | 41,770 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.34% | No change | 41,766 | $1.5M |
| &partners | 0.01% | Add +161.4% | 41,281 | $1.5M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -31.2% | 41,214 | $1.5M |
| Lazard Asset Management LLC | 0.00% | New | 41,007 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +23.7% | 38,592 | $1.4M |
| Entropy Technologies, LP | 0.07% | Add +196.3% | 38,295 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -24.3% | 37,826 | $1.3M |
| Accel Wealth Management | 0.36% | Add +8.6% | 36,990 | $1.3M |
| Cooper Financial Group | 0.14% | No change | 36,616 | $1.3M |
| Amalgamated Bank | 0.01% | Add +1.0% | 36,516 | $1.3M |
| Inceptionr LLC | 0.36% | Add +95.5% | 36,441 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -14.3% | 35,372 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.1% | 35,205 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +43.8% | 35,197 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -8.3% | 35,156 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -5.7% | 34,994 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 34,800 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -60.4% | 34,731 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.7% | 34,444 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.4% | 34,504 | $1.2M |
| First Foundation Advisors | 0.05% | No change | 34,493 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +9.8% | 33,759 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 33,690 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +18.6% | 33,595 | $1.2M |
| Foresight Group Ltd Liability Partnership | 0.18% | No change | 33,307 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +2.0% | 32,998 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +3.4% | 32,969 | $1.2M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -22.2% | 33,093 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 32,072 | $1.1M |
| Headlands Technologies LLC | 0.09% | Add +6.4% | 31,173 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +17.7% | 30,538 | $1.1M |
| PFG Investments, LLC | 0.05% | Reduce -3.0% | 29,797 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Add +5.3% | 29,758 | $1.1M |
| Cwm, LLC | 0.00% | Add +11.1% | 29,088 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.8% | 28,756 | $1.0M |
| Mars Jewett Financial Group, Inc. | 0.30% | — | 26,823 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +4.3% | 28,308 | $1.0M |
| Comerica Bank | 0.00% | Reduce -21.3% | 27,332 | $972K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.5% | 26,900 | $959K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 26,063 | $927K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -28.0% | 25,700 | $914K |
| Arete Wealth Advisors, LLC | 0.06% | Add +0.2% | 25,684 | $914K |
| Blankinship & Foster, LLC | 0.20% | No change | 25,558 | $909K |
| Certior Financial Group, LLC | 0.62% | Reduce -2.7% | 25,511 | $907K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -4.4% | 25,195 | $896K |
| Natixis Advisors, LLC | 0.00% | Reduce -56.2% | 25,054 | $891K |
| Quantinno Capital Management LP | 0.00% | Add +33.0% | 24,968 | $888K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 24,521 | $872K |
| M Holdings Securities, Inc. | 0.06% | Add +109.7% | 23,994 | $853K |
| Cresset Asset Management, LLC | 0.00% | No change | 22,828 | $814K |
| Provident Investment Management, Inc. | 0.07% | Add +58.9% | 22,470 | $799K |
| STRS Ohio | 0.00% | Reduce -3.0% | 22,300 | $793K |
| Dynamic Financial Group | 0.67% | Reduce -2.5% | 22,224 | $791K |
| Coppell Advisory Solutions LLC | 0.08% | Add +5.9% | 21,516 | $772K |
| Ducere Wealth Management LLC | 0.30% | — | 21,652 | $770K |
| RMR Wealth Builders | 0.06% | Reduce -38.3% | 21,269 | $757K |
| Odyssean, LLC | 0.53% | — | 20,808 | $740K |
| Horizon Investments, LLC | 0.01% | Add +29.1% | 20,708 | $734K |
| Teacher Retirement System of Texas | 0.00% | Reduce -51.1% | 20,560 | $731K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -39.0% | 20,524 | $730K |
| IFM Investors Pty Ltd | 0.01% | No change | 20,356 | $724K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.6% | 20,072 | $714K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $707K |
| Fox Run Management, L.L.C. | 0.11% | New | 19,822 | $705K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +1.2% | 19,286 | $686K |
| Ameriflex Group, Inc. | 0.35% | Reduce -19.9% | 19,172 | $682K |
| Los Angeles Capital Management LLC | 0.00% | Add +9.5% | 19,560 | $664K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.8% | 18,552 | $660K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.3% | 17,760 | $632K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +28.5% | 17,093 | $608K |
| Lakeridge Wealth Management LLC | 0.28% | Add +0.9% | 17,046 | $606K |
| Silver Oak Securities, Incorporated | 0.04% | No change | 16,537 | $593K |
| AlphaQuest LLC | 0.03% | Reduce -48.2% | 16,454 | $585K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.7% | 16,366 | $582K |
| Spire Wealth Management | 0.02% | Add +0.6% | 15,644 | $556K |
| Fiduciary Alliance LLC | 0.04% | Reduce -17.1% | 15,357 | $546K |
| Sage Capital Management, LLC | 0.25% | Add +0.3% | 15,141 | $539K |
| Rothschild Investment LLC | 0.03% | Add +0.3% | 15,041 | $535K |
| Independent Advisor Alliance | 0.01% | Add +10.8% | 14,763 | $525K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -3.3% | 14,475 | $515K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $489K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -53.2% | 13,203 | $472K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.9% | 12,752 | $454K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.2% | 12,743 | $453K |
| Vident Advisory, LLC | 0.00% | Reduce -3.7% | 12,737 | $453K |
| Jennison Associates LLC | 0.00% | New | 12,599 | $448K |
| Jane Street Group, LLC | 0.00% | Reduce -95.1% | 12,459 | $443K |
| M&T Bank Corp | 0.00% | New | 12,440 | $443K |
| Catalina Capital Group, LLC | 0.26% | No change | 11,891 | $423K |
| Apeiron RIA LLC | 0.08% | Reduce -5.0% | 11,472 | $415K |
| Two Sigma Securities, LLC | 0.06% | New | 11,576 | $412K |
| Kovack Advisors, Inc. | 0.02% | Add +2.9% | 11,474 | $408K |
| Bank of Montreal | 0.00% | Reduce -2.0% | 11,426 | $406K |
| Journey Strategic Wealth LLC | 0.01% | Add +11.9% | 11,350 | $404K |
| EP Wealth Advisors, LLC | 0.00% | — | 11,153 | $397K |
| TD Asset Management Inc | 0.00% | New | 11,100 | $395K |
| Hendershot Investments Inc. | 0.05% | No change | 11,021 | $392K |
| Blair William & Co. | 0.00% | Add +2.6% | 11,011 | $392K |
| Debussy Capital Management LP | 0.05% | Add +0.4% | 10,835 | $385K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 10,830 | $385K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 10,731 | $382K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 10,704 | $381K |
| SageView Advisory Group, LLC | 0.01% | Add +2.0% | 10,595 | $377K |
| Assetmark, Inc. | 0.00% | Add +10.3% | 10,589 | $377K |
| DGS Capital Management, LLC | 0.06% | New | 10,220 | $364K |
| A&I Financial Services, LLC | 0.17% | Reduce -11.4% | 10,121 | $360K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.7% | 10,115 | $360K |
| Susquehanna International Group, LLP | 0.00% | Add +31.4% | 10,088 | $359K |
| JMN Financial LLC | 0.36% | — | 10,001 | $357K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 10,023 | $357K |
| Xponance LLC | 0.00% | Add +0.8% | 10,000 | $356K |
| Hibernia Wealth Partners, LLC | 0.10% | New | 9,800 | $349K |
| Profund Advisors LLC | 0.01% | New | 9,741 | $346K |
| Financial Partners Group, Inc | 0.04% | No change | 9,554 | $346K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -13.1% | 9,684 | $344K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 9,673 | $344K |
| Beacon Capital Management, LLC | 0.05% | Reduce -10.1% | 9,659 | $344K |
| Ellevest, Inc. | 0.05% | Add +2.8% | 9,634 | $343K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -13.1% | 9,684 | $338K |
| Aspen Grove Capital, LLC | 0.06% | Add +1.0% | 9,394 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,373 | $333K |
| TFB Advisors LLC | 0.09% | No change | 9,345 | $332K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -17.1% | 9,331 | $332K |
| Raleigh Capital Management Inc. | 0.12% | Add +0.9% | 9,209 | $328K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 8,743 | $311K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 8,612 | $308K |
| Vanderbilt University | 0.05% | New | 8,604 | $306K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $298K |
| Cibc World Markets Corp. | 0.00% | — | 8,359 | $297K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $292K |
| Aljian Capital Management, LLC | 0.06% | No change | 8,074 | $287K |
| Ignite Planners, LLC | 0.04% | Reduce -3.1% | 7,871 | $285K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 7,937 | $282K |
| Castleview Partners, LLC | 0.14% | No change | 7,909 | $281K |
| Allworth Financial LP | 0.00% | Add +4.1% | 7,846 | $279K |
| Lanark Financial, Inc. | 0.02% | No change | 7,768 | $276K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -77.2% | 7,717 | $274K |
| CreativeOne Wealth, LLC | 0.01% | No change | 7,667 | $273K |
| CIBC Asset Management Inc | 0.00% | Reduce -10.8% | 7,576 | $269K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.5% | 7,554 | $269K |
| EntryPoint Capital, LLC | 0.10% | New | 7,549 | $269K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,540 | $268K |
| Curi Capital, LLC | 0.00% | Reduce -17.1% | 7,501 | $268K |
| Procyon Advisors, LLC | 0.01% | New | 7,499 | $267K |
| Integrated Wealthcare, LLC | 0.22% | — | 7,457 | $265K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 7,377 | $262K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 7,173 | $255K |
| Merit Financial Group, LLC | 0.00% | Reduce -32.0% | 7,122 | $253K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 7,065 | $252K |
| Neuberger Berman Group LLC | 0.00% | New | 7,042 | $250K |
| Kure Advisory, LLC | 0.14% | Add +0.1% | 7,021 | $250K |
| Polymer Capital Management (US) LLC | 0.03% | New | 6,847 | $244K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,820 | $243K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 6,804 | $242K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 6,638 | $237K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Reduce -18.3% | 6,653 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.8% | 6,557 | $233K |
| Southern Financial Group, LLC | 0.07% | — | 6,389 | $227K |
| Plan A Wealth LLC | 0.11% | Add +1.0% | 6,332 | $225K |
| NFSG Corp | 0.03% | Reduce -7.3% | 6,291 | $224K |
| Canton Hathaway, LLC | 0.04% | No change | 6,274 | $223K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.7% | 6,260 | $223K |
| Three Bridge Wealth Advisors, LLC | 0.06% | No change | 6,231 | $222K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.6% | 6,249 | $222K |
| Evergreen Capital Management LLC | 0.01% | Reduce -11.8% | 6,226 | $222K |
| RFG Advisory, LLC | 0.00% | Reduce -9.1% | 6,238 | $222K |
| Sterling Capital Management LLC | 0.00% | Reduce -15.3% | 6,123 | $218K |
| Waldron Private Wealth LLC | 0.01% | Reduce -19.7% | 6,042 | $216K |
| Farther Finance Advisors, LLC | 0.00% | Add +8164.4% | 6,033 | $215K |
| Columbus Macro, LLC | 0.02% | No change | 5,975 | $213K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $210K |
| Belpointe Asset Management LLC | 0.01% | No change | 5,904 | $210K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $208K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 5,833 | $207K |
| Savant Capital, LLC | 0.00% | Reduce -37.3% | 5,830 | $207K |
| Norinchukin Bank, The | 0.00% | Reduce -3.0% | 5,757 | $205K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,689 | $202K |
| Clark Capital Management Group, Inc. | 0.00% | New | 5,675 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.5% | 5,176 | $184K |
| Sound Income Strategies, LLC | 0.01% | Reduce -8.3% | 4,782 | $171K |
| Tucker Asset Management LLC | 0.05% | New | 4,716 | $168K |
| US Bancorp \de | 0.00% | Reduce -16.6% | 4,467 | $159K |
| Eukles Asset Management | 0.06% | No change | 4,174 | $148K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.7% | 3,672 | $131K |
| KBC Group NV | 0.00% | No change | 3,606 | $128K |
| Tsfg, LLC | 0.02% | Add +0.9% | 3,522 | $125K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +20.4% | 3,507 | $125K |
| MCF Advisors LLC | 0.01% | No change | 3,478 | $124K |
| Employees Retirement System of Texas | 0.00% | No change | 3,458 | $123K |
| Covestor Ltd | 0.06% | Add +20.0% | 3,421 | $122K |
| Advantage Trust Co | 0.05% | No change | 3,386 | $120K |
| Larson Financial Group LLC | 0.00% | Reduce -6.2% | 3,248 | $116K |
| GAMMA Investing LLC | 0.01% | Reduce -3.1% | 3,217 | $114K |
| Triumph Capital Management | 0.02% | New | 3,137 | $112K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 3,063 | $109K |
| MAI Capital Management | 0.00% | Add +0.6% | 3,018 | $107K |
| Rossby Financial, LCC | 0.03% | Add +0.1% | 3,016 | $107K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,884 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,865 | $102K |
| Strive Financial Group ,LLC | 0.05% | — | 2,812 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +8.6% | 2,810 | $100K |
| FIL Ltd | 0.00% | Reduce -47.0% | 2,787 | $99K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $90K |
| Highline Wealth Partners LLC | 0.03% | New | 2,507 | $89K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,466 | $88K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $87K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.3% | 2,355 | $84K |
| Signature Equity Partners, LLC | 0.04% | — | 2,257 | $80K |
| International Assets Investment Management, LLC | 0.01% | New | 2,162 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.2% | 2,112 | $75K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.2% | 2,081 | $74K |
| Hantz Financial Services, Inc. | 0.00% | Add +85.7% | 2,078 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.6% | 2,073 | $74K |
| Quadrant Capital Group LLC | 0.00% | Add +47.0% | 2,003 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.9% | 1,978 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +80.6% | 1,943 | $69K |
| Wilkerson Advisory Group LLC | 0.02% | — | 1,740 | $62K |
| Danske Bank A/S | 0.00% | Add +433.3% | 1,600 | $57K |
| Archer Investment Corp | 0.01% | New | 1,537 | $55K |
| Prosperity Bancshares Inc | 0.04% | — | 1,396 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $48K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $44K |
| Silicon Valley Capital Partners | 0.00% | Add +1.0% | 1,236 | $44K |
| Smartleaf Asset Management LLC | 0.00% | Add +143.6% | 1,140 | $41K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +55.5% | 1,053 | $37K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -32.6% | 1,031 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $36K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 993 | $35K |
| Salomon & Ludwin, LLC | 0.00% | Add +34.9% | 951 | $33K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -69.0% | 933 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 896 | $32K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 859 | $31K |
| UMB Bank, n.a. | 0.00% | Add +44.9% | 788 | $28K |
| Loomis Sayles & Co. L P | 0.00% | No change | 734 | $26K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.4% | 722 | $26K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $25K |
| Fifth Third Bancorp | 0.00% | Add +34.2% | 695 | $25K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 688 | $24K |
| IFP Advisors, Inc | 0.00% | Add +57.2% | 687 | $24K |
| True Wealth Design, LLC | 0.01% | Add +10.7% | 631 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 605 | $22K |
| Curio Wealth, LLC | 0.01% | No change | 591 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 591 | $21K |
| First Horizon Corp. | 0.00% | Add +13.3% | 461 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 427 | $15K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 410 | $15K |
| Essential Partners LLC | 0.00% | Add +103.5% | 352 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 347 | $12K |
| CX Institutional | 0.00% | Reduce -59.7% | 336 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 337 | $12K |
| Kemnay Advisory Services Inc. | 0.00% | New | 335 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 300 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -60.0% | 300 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +577.3% | 298 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -27.0% | 254 | $9K |
| Valued Wealth Advisors LLC | 0.00% | No change | 220 | $8K |
| Alerus Financial NA | 0.00% | No change | 166 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +3.8% | 164 | $6K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 144 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -20.5% | 132 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 108 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 79 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Quarry LP | 0.00% | Reduce -89.4% | 61 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 61 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +69.0% | 49 | $2K |
| Kilter Group LLC | 0.00% | New | 48 | $2K |
| Avion Wealth | 0.00% | Add +100.0% | 30 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $605 |
| Ankerstar Wealth, LLC | 0.00% | — | 16 | $571 |
| Rialto Wealth Management, LLC | 0.00% | No change | 15 | $534 |
| Financial Consulate, Inc. | 0.00% | New | 14 | $498 |
| Gilpin Wealth Management, LLC | 0.00% | — | 11 | $392 |
| Abound Wealth Management | 0.00% | No change | 9 | $321 |
| Dunhill Financial, LLC | 0.00% | New | 7 | $240 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 6 | $214 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 3 | $107 |
| Huntington National Bank | 0.00% | Reduce -95.7% | 1 | $36 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $36 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.