Phillips Edison & CompanyPECO
13F holders, Q1 2026 (March 31)441holders +24
55new positions
33sold out
6famous investors
$37.42avg. 13F price*
At the end of Q1 2026, 441 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 24 from Q4 2025. 55 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($825.1M), Vanguard Portfolio Management LLC ($519.7M) and State Street Corp. ($267.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $39.8M |
| Exits | 33 | $44.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,623,549 shares bought and 7,414,967 shares sold, net +1,208,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 22,051,012 | $825.1M |
| Vanguard Portfolio Management LLC | 0.03% | — | 13,887,360 | $519.7M |
| State Street Corp. | 0.01% | Reduce -1.1% | 7,129,625 | $267.6M |
| Vanguard Capital Management LLC | 0.01% | — | 5,695,294 | $213.1M |
| Wellington Management Group LLP | 0.04% | Reduce -17.4% | 5,212,095 | $195.0M |
| FMR LLC | 0.01% | Reduce -0.9% | 4,132,592 | $154.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 3,545,092 | $132.7M |
| Canada Pension Plan Investment Board | 0.08% | Add +225.9% | 3,296,673 | $123.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 2,363,479 | $88.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.1% | 1,899,214 | $71.1M |
| Duff & Phelps Investment Management Co. | 0.70% | Add +0.7% | 1,801,516 | $67.4M |
| JPMorgan Chase & Co. | 0.00% | Add +70.6% | 1,791,648 | $67.0M |
| Engineers Gate Manager LP | 0.82% | Reduce -19.6% | 1,754,637 | $65.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +130.1% | 1,703,172 | $63.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 1,490,487 | $55.8M |
| Nuveen, LLC | 0.01% | Reduce -1.5% | 992,853 | $37.2M |
| Nomura Asset Management International Inc. | 0.06% | Reduce -12.3% | 979,325 | $36.6M |
| American Century Companies Inc. | 0.02% | Add +366.6% | 959,858 | $35.9M |
| Ameriprise Financial Inc. | 0.01% | Add +27.6% | 947,321 | $35.5M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 946,127 | $35.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 942,612 | $35.3M |
| Hudson Bay Capital Management LP | 0.23% | Add +223.8% | 910,029 | $34.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 825,627 | $30.9M |
| Legal & General Group Plc | 0.01% | Reduce -7.6% | 811,708 | $30.4M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -54.0% | 704,622 | $26.4M |
| Cetera Investment Advisers | 0.03% | Reduce -12.7% | 657,017 | $24.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.3% | 615,054 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.0% | 612,129 | $22.9M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 553,777 | $20.7M |
| Kennedy Capital Management LLC | 0.39% | Add +42.1% | 496,709 | $18.6M |
| Public Sector Pension Investment Board | 0.06% | No change | 489,959 | $18.3M |
| UBS Group AG | 0.00% | Reduce -15.1% | 484,910 | $18.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +34.4% | 483,308 | $18.1M |
| Invesco Ltd. | 0.00% | Add +1.5% | 462,515 | $17.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -42.4% | 450,000 | $16.8M |
| Renaissance Technologies | 0.02% | Reduce -1.5% | 393,002 | $14.7M |
| Sophron Capital Management L.P. | 4.23% | Add +3.3% | 383,746 | $14.4M |
| Deutsche Bank AG | 0.00% | Add +2.8% | 369,437 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 358,965 | $13.4M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 345,513 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -37.7% | 320,353 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -6.9% | 311,341 | $11.7M |
| Algert Global LLC | 0.16% | Add +17.9% | 292,900 | $11.0M |
| B&I Capital AG | 3.54% | No change | 277,931 | $10.4M |
| California Public Employees Retirement System | 0.01% | Add +4.0% | 261,183 | $9.8M |
| HSBC Holdings PLC | 0.01% | Add +3.5% | 257,698 | $9.7M |
| Swiss National Bank | 0.01% | Add +0.5% | 248,900 | $9.3M |
| Verition Fund Management LLC | 0.09% | Reduce -54.1% | 235,269 | $8.8M |
| Nordea Investment Management AB | 0.01% | Add +130.3% | 231,706 | $8.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -16.5% | 227,386 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.6% | 206,601 | $7.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.7% | 193,690 | $7.2M |
| AQR Capital Management | 0.00% | Add +28.7% | 191,218 | $7.2M |
| Bessemer Group Inc. | 0.01% | Add +37.0% | 188,495 | $7.1M |
| Mariner, LLC | 0.01% | Add +2.6% | 188,057 | $7.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.9% | 183,348 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +6.5% | 183,124 | $6.5M |
| Sei Investments Co. | 0.01% | Add +9.8% | 167,443 | $6.3M |
| Citigroup Inc. | 0.00% | Add +2.6% | 165,409 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -6.8% | 161,339 | $6.0M |
| California State Teachers Retirement System | 0.01% | Add +23.4% | 148,020 | $5.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -16.3% | 145,307 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +31.0% | 137,165 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.0% | 136,808 | $5.1M |
| McAdam, LLC | 0.23% | Reduce -0.4% | 136,433 | $5.1M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.2% | 132,022 | $4.9M |
| ExodusPoint Capital Management, LP | 0.05% | Add +140.3% | 130,153 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +10.1% | 129,720 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -19.1% | 129,278 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.7% | 128,896 | $4.8M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 120,868 | $4.5M |
| Aberdeen Group plc | 0.01% | Reduce -1.1% | 120,762 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +210.7% | 119,885 | $4.5M |
| Millennium Management | 0.00% | Reduce -72.3% | 116,939 | $4.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 115,221 | $4.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +30.6% | 114,663 | $4.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 112,872 | $4.2M |
| Citadel Advisors | 0.00% | New | 111,493 | $4.2M |
| D. E. Shaw & Co. | 0.00% | New | 109,441 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +317.7% | 104,283 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.0% | 103,191 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -0.2% | 102,794 | $3.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.5% | 101,012 | $3.8M |
| Modern Wealth Management, LLC | 0.06% | Reduce -4.6% | 100,324 | $3.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.3% | 97,460 | $3.6M |
| Amundi | 0.00% | Add +12.0% | 93,525 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -10.4% | 91,580 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +51.1% | 90,594 | $3.4M |
| Macquarie Group Ltd. | 0.02% | Add +0.1% | 89,857 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 89,539 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +21.9% | 87,944 | $3.3M |
| Creative Planning | 0.00% | Add +26.0% | 86,225 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +56.1% | 83,438 | $3.1M |
| Martingale Asset Management L P | 0.08% | Add +48.4% | 82,268 | $3.1M |
| Corient Private Wealth LP | 0.00% | New | 80,625 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +26.0% | 80,462 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +63.1% | 78,818 | $2.9M |
| Harbor Capital Advisors, Inc. | 0.24% | Reduce -6.1% | 78,640 | $2.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -1.7% | 77,710 | $2.9M |
| Arkadios Wealth Advisors | 0.05% | Add +6.3% | 74,203 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +485.5% | 72,943 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 72,736 | $2.7M |
| Money Concepts Capital Corp. | 0.14% | Reduce -5.1% | 68,400 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -6.2% | 65,116 | $2.4M |
| Centaurus Financial, Inc. | 0.11% | Reduce -42.2% | 63,427 | $2.4M |
| Voloridge Investment Management, LLC | 0.01% | New | 63,375 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -50.0% | 62,656 | $2.3M |
| Vert Asset Management LLC | 0.73% | No change | 61,202 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 60,706 | $2.3M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1979.3% | 59,966 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 59,268 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.4% | 58,627 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -61.6% | 57,836 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +3.2% | 57,636 | $2.2M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -89.5% | 57,297 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.1% | 55,800 | $2.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +4.6% | 55,731 | $2.1M |
| Point72 Asset Management | 0.00% | New | 55,217 | $2.1M |
| Squarepoint Ops LLC | 0.00% | New | 53,814 | $2.0M |
| Polaris Capital Management, LLC | 0.16% | Reduce -10.2% | 53,500 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.6% | 53,088 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 50,128 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +1.1% | 50,085 | $1.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.9% | 49,893 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +390.4% | 49,471 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 48,641 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +136.2% | 48,560 | $1.8M |
| Holocene Advisors, LP | 0.00% | Reduce -40.5% | 47,542 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 46,116 | $1.7M |
| TCW Group Inc. | 0.01% | Reduce -29.3% | 45,863 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -13.1% | 45,479 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | No change | 45,006 | $1.7M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +8.9% | 44,890 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.6% | 44,719 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +38.8% | 44,509 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Add +411.5% | 44,047 | $1.6M |
| Integrated Advisors Network LLC | 0.09% | No change | 44,023 | $1.6M |
| Caxton Associates LLP | 0.04% | Reduce -26.8% | 43,812 | $1.6M |
| Earned Wealth Advisors, LLC | 0.11% | Add +1.0% | 43,172 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +1.9% | 41,796 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.38% | No change | 41,766 | $1.6M |
| SG Americas Securities, LLC | 0.00% | Reduce -79.9% | 41,425 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -74.4% | 41,363 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -37.2% | 40,915 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.4% | 40,784 | $1.5M |
| &partners | 0.01% | Reduce -2.6% | 40,195 | $1.5M |
| Bridgeway Capital Management, LLC | 0.03% | New | 40,000 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +20.7% | 39,797 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +3.4% | 39,099 | $1.5M |
| Calton & Associates, Inc. | 0.21% | Reduce -13.0% | 38,400 | $1.4M |
| Odyssean, LLC | 0.52% | Add +84.4% | 38,372 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.4% | 38,184 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +5.6% | 37,174 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Add +4.5% | 34,583 | $1.4M |
| Accel Wealth Management | 0.36% | Reduce -0.7% | 36,742 | $1.4M |
| Cooper Financial Group | 0.14% | No change | 36,616 | $1.4M |
| Allstate Corp. | 0.01% | New | 36,472 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 36,181 | $1.4M |
| Quantbot Technologies LP | 0.05% | New | 35,760 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +5.8% | 35,705 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +0.8% | 35,466 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 34,800 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 34,554 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 34,504 | $1.3M |
| First Foundation Advisors | 0.05% | No change | 34,493 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +4823.2% | 34,216 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.7% | 34,215 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -2.2% | 33,967 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 33,690 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -5.0% | 33,383 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +541.8% | 33,220 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -6.5% | 33,057 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +10.8% | 32,960 | $1.2M |
| Horizon Investments, LLC | 0.01% | Add +57.2% | 32,547 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +22.4% | 30,673 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 30,538 | $1.1M |
| Provident Investment Management, Inc. | 0.11% | Add +33.0% | 29,895 | $1.1M |
| SummitTX Capital, L.P. | 0.04% | New | 29,490 | $1.1M |
| Barclays PLC | 0.00% | Reduce -86.7% | 29,386 | $1.1M |
| PFG Investments, LLC | 0.05% | Reduce -1.4% | 29,377 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +3.2% | 29,202 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +62.0% | 28,770 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 28,756 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -43.0% | 28,001 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.0% | 27,700 | $1.0M |
| Foresight Group Ltd Liability Partnership | 0.18% | Reduce -17.6% | 27,446 | $1.0M |
| Mars Jewett Financial Group, Inc. | 0.32% | Add +1.5% | 27,221 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -8.4% | 26,631 | $997K |
| New Age Alpha Advisors, LLC | 0.05% | Add +5.0% | 26,468 | $990K |
| UniSuper Management Pty Ltd | 0.01% | Add +1.9% | 26,200 | $980K |
| Janney Montgomery Scott LLC | 0.00% | No change | 26,063 | $975K |
| Inceptionr LLC | 0.23% | Reduce -29.8% | 25,576 | $957K |
| Headlands Technologies LLC | 0.11% | Reduce -18.0% | 25,574 | $957K |
| Blankinship & Foster, LLC | 0.21% | No change | 25,558 | $956K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 25,307 | $947K |
| Vestcor Inc | 0.03% | New | 24,769 | $927K |
| Advisor OS, LLC | 0.07% | New | 24,085 | $901K |
| Brookstone Capital Management | 0.01% | Reduce -27.5% | 23,910 | $895K |
| Certior Financial Group, LLC | 0.57% | Reduce -6.4% | 23,873 | $893K |
| Perbak Capital Partners LLP | 0.21% | New | 22,835 | $854K |
| STRS Ohio | 0.00% | Reduce -1.4% | 22,000 | $823K |
| RMR Wealth Builders | 0.06% | Reduce -0.7% | 21,118 | $790K |
| Entropy Technologies, LP | 0.04% | Reduce -45.0% | 21,043 | $787K |
| M Holdings Securities, Inc. | 0.05% | Reduce -14.7% | 20,474 | $787K |
| Avior Wealth Management, LLC | 0.02% | New | 21,001 | $786K |
| Los Angeles Capital Management LLC | 0.00% | Add +5.8% | 20,684 | $774K |
| IFM Investors Pty Ltd | 0.01% | Add +0.7% | 20,501 | $767K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.5% | 20,179 | $755K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.8% | 20,019 | $749K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $744K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 19,654 | $735K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.6% | 19,263 | $723K |
| Erste Asset Management GmbH | 0.01% | New | 19,100 | $714K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.3% | 18,321 | $686K |
| Ameriflex Group, Inc. | 0.34% | Reduce -6.3% | 17,957 | $672K |
| Envestnet Asset Management Inc. | 0.00% | Add +40.9% | 17,953 | $672K |
| Ducere Wealth Management LLC | 0.26% | Reduce -18.9% | 17,560 | $657K |
| Lakeridge Wealth Management LLC | 0.28% | Add +0.8% | 17,186 | $643K |
| Cambria Investment Management, L.P. | 0.04% | New | 16,887 | $632K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 16,773 | $628K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 16,682 | $624K |
| CIBC Bancorp USA Inc. | 0.00% | — | 16,636 | $619K |
| Blair William & Co. | 0.00% | Add +49.0% | 16,403 | $614K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.7% | 16,257 | $608K |
| TD Asset Management Inc | 0.00% | Add +46.0% | 16,200 | $606K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.8% | 16,067 | $601K |
| Pensionfund PDN | 0.35% | New | 16,000 | $599K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.3% | 15,512 | $580K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +50.9% | 15,267 | $571K |
| Sage Capital Management, LLC | 0.27% | Add +0.3% | 15,190 | $568K |
| Rothschild Investment LLC | 0.03% | Add +0.6% | 15,125 | $566K |
| Captrust Financial Advisors | 0.00% | New | 15,005 | $561K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -55.9% | 14,815 | $554K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 14,475 | $542K |
| Dynamic Financial Group | 0.44% | Reduce -35.2% | 14,393 | $539K |
| Independent Advisor Alliance | 0.01% | Reduce -3.0% | 14,322 | $536K |
| Assetmark, Inc. | 0.00% | Add +34.7% | 14,259 | $534K |
| Fiduciary Alliance LLC | 0.03% | Reduce -10.6% | 13,728 | $533K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $515K |
| TCP Asset Management, LLC | 0.06% | New | 13,280 | $497K |
| Spire Wealth Management | 0.02% | Reduce -17.4% | 12,917 | $483K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,752 | $477K |
| Vident Advisory, LLC | 0.00% | Reduce -0.3% | 12,694 | $475K |
| Ensign Peak Advisors, Inc | 0.00% | Add +63.9% | 12,647 | $473K |
| Bank of Montreal | 0.00% | Add +9.8% | 12,541 | $469K |
| M&T Bank Corp | 0.00% | Reduce -1.4% | 12,266 | $459K |
| Xponance LLC | 0.00% | Add +19.4% | 11,935 | $447K |
| Gsa Capital Partners LLP | 0.03% | New | 11,827 | $443K |
| Catalina Capital Group, LLC | 0.27% | Reduce -1.1% | 11,759 | $440K |
| Fieldview Capital Management, LLC | 0.13% | New | 11,534 | $432K |
| Apeiron RIA LLC | 0.10% | Reduce -1.8% | 11,266 | $422K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.2% | 11,177 | $418K |
| Hendershot Investments Inc. | 0.06% | No change | 11,021 | $412K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,924 | $409K |
| Debussy Capital Management LP | 0.06% | No change | 10,835 | $405K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 10,731 | $402K |
| Sun Life Financial Inc. | 0.02% | New | 10,630 | $398K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.5% | 10,268 | $384K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 9,684 | $381K |
| HRT Financial LP | 0.00% | New | 10,157 | $380K |
| Kovack Advisors, Inc. | 0.02% | Reduce -12.3% | 10,060 | $375K |
| Hibernia Wealth Partners, LLC | 0.11% | Add +0.7% | 9,868 | $369K |
| Sigma Planning Corp | 0.01% | Reduce -8.7% | 9,772 | $366K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 9,700 | $363K |
| A&I Financial Services, LLC | 0.17% | Reduce -4.3% | 9,688 | $363K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -51.6% | 9,588 | $358K |
| Ellevest, Inc. | 0.05% | Reduce -0.6% | 9,577 | $358K |
| Aspen Grove Capital, LLC | 0.07% | Add +0.9% | 9,477 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +357.6% | 9,486 | $355K |
| Brighton Jones LLC | 0.01% | New | 9,443 | $353K |
| Merit Financial Group, LLC | 0.00% | Add +31.7% | 9,377 | $351K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 9,300 | $348K |
| Raleigh Capital Management Inc. | 0.12% | Add +0.9% | 9,290 | $348K |
| Beacon Capital Management, LLC | 0.06% | Reduce -3.9% | 9,278 | $347K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -0.7% | 9,269 | $347K |
| DGS Capital Management, LLC | 0.06% | Reduce -10.8% | 9,117 | $341K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.1% | 8,756 | $328K |
| MML Investors Services, LLC | 0.00% | Reduce -21.4% | 8,511 | $318K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $313K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $307K |
| DRW Securities, LLC | 0.02% | New | 8,183 | $306K |
| Aljian Capital Management, LLC | 0.06% | No change | 8,074 | $302K |
| Pensionfund Sabic | 0.36% | New | 8,000 | $299K |
| Easterly Investment Partners LLC | 0.02% | New | 7,964 | $298K |
| Allworth Financial LP | 0.00% | Add +1.3% | 7,951 | $298K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 7,937 | $297K |
| Lanark Financial, Inc. | 0.02% | No change | 7,768 | $291K |
| Jump Financial, LLC | 0.00% | New | 7,730 | $289K |
| CreativeOne Wealth, LLC | 0.01% | No change | 7,667 | $287K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.5% | 7,588 | $284K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -42.9% | 7,544 | $284K |
| EntryPoint Capital, LLC | 0.08% | No change | 7,549 | $282K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,540 | $282K |
| Ignite Planners, LLC | 0.04% | Reduce -4.2% | 7,538 | $282K |
| Castleview Partners, LLC | 0.14% | Reduce -5.1% | 7,507 | $281K |
| Lombard Odier Asset Management (USA) Corp | 0.21% | New | 7,492 | $280K |
| Integrated Wealthcare, LLC | 0.23% | No change | 7,457 | $279K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.8% | 7,438 | $278K |
| Neuberger Berman Group LLC | 0.00% | Add +4.7% | 7,374 | $276K |
| XTX Topco Ltd | 0.00% | New | 7,337 | $275K |
| Swiss Life Asset Management Ltd | 0.00% | Add +23.0% | 7,174 | $268K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.5% | 7,098 | $266K |
| Kure Advisory, LLC | 0.14% | Add +0.1% | 7,030 | $263K |
| Procyon Advisors, LLC | 0.01% | Reduce -6.5% | 7,015 | $262K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 6,858 | $257K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,820 | $255K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 6,638 | $249K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | No change | 6,653 | $249K |
| JMN Financial LLC | 0.24% | Reduce -33.8% | 6,625 | $249K |
| Savant Capital, LLC | 0.00% | Add +13.8% | 6,636 | $248K |
| Southern Financial Group, LLC | 0.07% | Add +0.9% | 6,450 | $241K |
| Curi Capital, LLC | 0.00% | Reduce -14.3% | 6,428 | $241K |
| Empowered Funds, LLC | 0.00% | New | 6,446 | $241K |
| Plan A Wealth LLC | 0.11% | Add +0.9% | 6,388 | $239K |
| Tower Bridge Advisors | 0.02% | New | 6,350 | $238K |
| RFG Advisory, LLC | 0.00% | Add +1.0% | 6,299 | $236K |
| NFSG Corp | 0.04% | Add +0.1% | 6,295 | $236K |
| Canton Hathaway, LLC | 0.05% | No change | 6,274 | $235K |
| Medallion Wealth Advisors, LLC | 0.08% | Reduce -15.0% | 6,268 | $235K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +0.1% | 6,237 | $234K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.7% | 6,122 | $230K |
| MAI Capital Management | 0.00% | Add +101.8% | 6,090 | $228K |
| MCF Advisors LLC | 0.01% | Add +72.8% | 6,009 | $226K |
| Profund Advisors LLC | 0.01% | Reduce -38.2% | 6,018 | $225K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $221K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $219K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -11.9% | 5,776 | $216K |
| EPG Wealth Management LLC | 0.06% | New | 5,727 | $214K |
| Belpointe Asset Management LLC | 0.01% | Reduce -3.4% | 5,704 | $213K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,675 | $212K |
| Integrity Alliance, Llc. | 0.01% | New | 5,617 | $210K |
| Norinchukin Bank, The | 0.00% | Reduce -3.2% | 5,574 | $209K |
| Larry Mathis Financial Planning, LLC | 0.19% | New | 5,544 | $207K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 5,428 | $203K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 5,390 | $202K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -14.5% | 5,351 | $200K |
| GAMMA Investing LLC | 0.01% | Add +54.0% | 4,953 | $185K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.1% | 4,703 | $176K |
| US Bancorp \de | 0.00% | Reduce -4.1% | 4,282 | $160K |
| Eukles Asset Management | 0.07% | No change | 4,174 | $156K |
| Bayforest Capital Ltd | 0.17% | New | 3,959 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.7% | 3,860 | $144K |
| Sound Income Strategies, LLC | 0.01% | Reduce -23.2% | 3,672 | $137K |
| KBC Group NV | 0.00% | No change | 3,606 | $135K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.3% | 3,594 | $134K |
| Tsfg, LLC | 0.02% | Add +0.9% | 3,553 | $133K |
| Employees Retirement System of Texas | 0.00% | No change | 3,458 | $129K |
| Advantage Trust Co | 0.06% | No change | 3,386 | $127K |
| FIL Ltd | 0.00% | Add +18.6% | 3,305 | $124K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +53.5% | 3,242 | $121K |
| Larson Financial Group LLC | 0.00% | Reduce -0.7% | 3,226 | $121K |
| Rossby Financial, LCC | 0.02% | Add +1.6% | 3,063 | $114K |
| Triumph Capital Management | 0.02% | Reduce -4.4% | 3,000 | $112K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,940 | $110K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +16.5% | 2,872 | $107K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.5% | 2,815 | $105K |
| Strive Financial Group ,LLC | 0.06% | No change | 2,812 | $105K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.4% | 2,591 | $97K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +275.0% | 2,580 | $97K |
| Syntax Research, Inc. | 0.06% | No change | 2,527 | $95K |
| Highline Wealth Partners LLC | 0.02% | Add +0.3% | 2,514 | $94K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $93K |
| Hantz Financial Services, Inc. | 0.00% | Add +16.8% | 2,427 | $91K |
| Quent Capital, LLC | 0.01% | New | 2,165 | $81K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,151 | $80K |
| Anchor Investment Management, LLC | 0.01% | New | 2,139 | $80K |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 2,167 | $80K |
| Covestor Ltd | 0.05% | Reduce -41.2% | 2,012 | $75K |
| International Assets Investment Management, LLC | 0.01% | Reduce -9.3% | 1,962 | $73K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 1,900 | $71K |
| Signature Equity Partners, LLC | 0.04% | Reduce -16.3% | 1,889 | $71K |
| Wilkerson Advisory Group LLC | 0.02% | No change | 1,740 | $65K |
| Archer Investment Corp | 0.01% | No change | 1,537 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.3% | 1,478 | $55K |
| Prosperity Bancshares Inc | 0.04% | No change | 1,396 | $52K |
| Global Assets Advisory, LLC | 0.01% | New | 1,382 | $52K |
| Quadrant Capital Group LLC | 0.00% | Reduce -32.8% | 1,346 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $50K |
| Danske Bank A/S | 0.00% | Reduce -18.8% | 1,300 | $49K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $47K |
| Silicon Valley Capital Partners | 0.00% | Add +0.9% | 1,247 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.0% | 1,129 | $42K |
| CoreCap Advisors, LLC | 0.00% | Add +18.4% | 1,061 | $40K |
| Kozak & Associates, Inc. | 0.01% | Add +0.8% | 1,001 | $38K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Add +4.0% | 989 | $37K |
| Kemnay Advisory Services Inc. | 0.01% | Add +188.7% | 967 | $36K |
| Beacon Capital Management, Inc. | 0.00% | No change | 933 | $35K |
| UMB Bank, n.a. | 0.00% | Add +13.6% | 895 | $33K |
| Advisory Services Network, LLC | 0.00% | New | 869 | $33K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 868 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +7.6% | 777 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -87.8% | 739 | $28K |
| Loomis Sayles & Co. L P | 0.00% | No change | 734 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $27K |
| Capital Advisor Network LLC | 0.04% | — | 683 | $26K |
| True Wealth Design, LLC | 0.01% | Add +0.8% | 636 | $24K |
| Clearstead Advisors, LLC | 0.00% | Add +287.8% | 636 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -8.3% | 630 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 624 | $23K |
| Curio Wealth, LLC | 0.01% | No change | 591 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 591 | $22K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +23.9% | 430 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 410 | $15K |
| Bare Financial Services, Inc | 0.00% | Add +29.5% | 386 | $14K |
| Essential Partners LLC | 0.00% | Add +5.1% | 370 | $14K |
| CX Institutional | 0.00% | No change | 336 | $13K |
| Signaturefd, LLC | 0.00% | Add +142.4% | 320 | $12K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -75.2% | 261 | $10K |
| First Horizon Corp. | 0.00% | Reduce -46.2% | 248 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 233 | $9K |
| Creative Financial Designs Inc. | 0.00% | Reduce -43.9% | 189 | $7K |
| Alerus Financial NA | 0.00% | No change | 166 | $6K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -32.7% | 148 | $6K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.7% | 147 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 121 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 109 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.7% | 89 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -68.9% | 79 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -83.4% | 71 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 61 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 60 | $2K |
| Kilter Group LLC | 0.00% | Add +12.5% | 54 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 49 | $2K |
| Cornerstone Financial Management LLC | 0.00% | New | 49 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +93.3% | 29 | $1K |
| Avion Wealth | 0.00% | No change | 30 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -99.2% | 26 | $973 |
| Gilpin Wealth Management, LLC | 0.00% | Add +72.7% | 19 | $711 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $637 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -6.3% | 15 | $563 |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $524 |
| Dunhill Financial, LLC | 0.00% | Reduce -14.3% | 6 | $252 |
| GHP Investment Advisors, Inc. | 0.00% | New | 4 | $150 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $112 |
| Huntington National Bank | 0.00% | No change | 1 | $37 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.9% | 1 | $37 |
"% of holder's portfolio" is PECO's weight in each manager's 13F, not the share of Phillips Edison & Company Inc. the manager owns.