Phillips Edison & CompanyPECO
13F holders, Q2 2026 (June 30)447holders +6
47new positions
38sold out
6famous investors
$41.63avg. 13F price*
At the end of Q2 2026, 447 institutions reported holding Phillips Edison & Company Inc. (PECO) in their 13F filings, up 6 from Q1 2026. 47 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($970.1M), Vanguard Portfolio Management LLC ($599.3M) and State Street Corp. ($304.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $65.5M |
| Exits | 38 | $41.1M |
All 13F filers, Q1 2026 → Q2 2026: 11,569,840 shares bought and 6,787,981 shares sold, net +4,781,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| BlackRock, Inc. | 0.01% | Add +5.7% | 23,307,528 | $970.1M |
| Vanguard Portfolio Management LLC | 0.03% | Add +3.7% | 14,398,478 | $599.3M |
| State Street Corp. | 0.01% | Add +2.3% | 7,290,689 | $304.2M |
| Vanguard Capital Management LLC | 0.01% | Add +0.6% | 5,728,291 | $238.4M |
| FMR LLC | 0.01% | Add +2.1% | 4,220,531 | $175.7M |
| Wellington Management Group LLP | 0.03% | Reduce -23.0% | 4,011,362 | $167.0M |
| Geode Capital Management, LLC | 0.01% | Add +6.3% | 3,767,699 | $156.8M |
| Canada Pension Plan Investment Board | 0.08% | Add +1.7% | 3,351,653 | $139.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +72.6% | 2,939,127 | $122.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.5% | 2,468,884 | $102.8M |
| Northern Trust Corp. | 0.01% | Add +57.5% | 2,346,911 | $97.7M |
| Duff & Phelps Investment Management Co. | 0.79% | Add +11.4% | 2,006,105 | $83.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 1,928,640 | $81.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.9% | 1,917,053 | $79.8M |
| Norges Bank | 0.01% | — | 1,652,337 | $68.8M |
| Bank of America Corp. | 0.00% | Add +102.8% | 1,123,351 | $46.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 998,094 | $41.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +105.8% | 994,906 | $41.4M |
| Alyeska Investment Group, L.P. | 0.10% | Add +1592.9% | 969,995 | $40.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.1% | 946,006 | $39.4M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 901,192 | $37.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.8% | 840,299 | $35.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +32335.3% | 836,830 | $34.8M |
| Nuveen, LLC | 0.01% | Reduce -18.8% | 805,923 | $33.5M |
| Jupiter Asset Management Ltd. | 0.16% | New | 770,034 | $32.0M |
| Legal & General Group Plc | 0.01% | Reduce -7.6% | 750,049 | $31.2M |
| Renaissance Technologies | 0.04% | Add +73.4% | 681,402 | $28.4M |
| Cetera Investment Advisers | 0.02% | Reduce -2.3% | 641,969 | $26.7M |
| Nomura Asset Management International Inc. | 0.04% | Reduce -35.1% | 635,548 | $26.5M |
| Jupiter Topco LLC | 0.01% | — | 615,054 | $25.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.5% | 609,014 | $25.3M |
| Hudson Bay Capital Management LP | 0.13% | Reduce -34.2% | 598,996 | $24.9M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -20.0% | 563,639 | $23.5M |
| American Century Companies Inc. | 0.01% | Reduce -41.6% | 560,089 | $23.3M |
| UBS Group AG | 0.00% | Add +5.0% | 509,030 | $21.2M |
| Kennedy Capital Management LLC | 0.35% | Reduce -3.0% | 481,848 | $20.1M |
| Invesco Ltd. | 0.00% | Reduce -1.4% | 456,216 | $19.0M |
| Public Sector Pension Investment Board | 0.05% | Reduce -11.7% | 432,856 | $18.0M |
| Mackenzie Financial Corp. | 0.02% | Add +817.7% | 404,204 | $16.8M |
| Deutsche Bank AG | 0.00% | Add +3.9% | 383,820 | $16.0M |
| LPL Financial LLC | 0.00% | Add +7.7% | 371,940 | $15.5M |
| Algert Global LLC | 0.18% | Add +26.2% | 369,750 | $15.4M |
| Nordea Investment Management AB | 0.01% | Add +47.6% | 342,026 | $14.4M |
| Rhumbline Advisers | 0.01% | Reduce -7.6% | 331,637 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.8% | 302,576 | $12.6M |
| Engineers Gate Manager LP | 0.16% | Reduce -83.0% | 297,382 | $12.4M |
| California Public Employees Retirement System | 0.01% | Add +5.1% | 274,388 | $11.4M |
| Osaic Holdings, Inc. | 0.01% | Add +28.6% | 265,798 | $11.1M |
| HSBC Holdings PLC | 0.01% | Add +2.4% | 263,965 | $11.0M |
| Swiss National Bank | 0.01% | Add +1.6% | 252,800 | $10.5M |
| Sophron Capital Management L.P. | 3.25% | Reduce -34.4% | 251,859 | $10.5M |
| Asset Management One Co., Ltd. | 0.03% | Add +8.8% | 247,418 | $10.3M |
| AQR Capital Management | 0.00% | Add +24.0% | 237,191 | $9.9M |
| Millennium Management | 0.01% | Add +98.3% | 231,934 | $9.7M |
| Prudential Financial Inc. | 0.01% | Add +78.3% | 231,255 | $9.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.7% | 204,770 | $8.5M |
| Bessemer Group Inc. | 0.01% | No change | 188,495 | $7.8M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 187,417 | $7.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -58.9% | 185,000 | $7.7M |
| Federated Hermes, Inc. | 0.01% | New | 181,848 | $7.6M |
| Citigroup Inc. | 0.00% | Add +7.7% | 178,100 | $7.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.9% | 170,653 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.2% | 179,014 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.4% | 159,122 | $6.6M |
| Tudor Investment Corporation | 0.03% | New | 151,562 | $6.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.6% | 151,540 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +43.1% | 149,276 | $6.2M |
| First Trust Advisors LP | 0.00% | Add +23.7% | 148,311 | $6.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.3% | 144,937 | $6.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 143,858 | $6.0M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | Add +216.8% | 142,192 | $5.9M |
| McAdam, LLC | 0.22% | Reduce -0.4% | 135,857 | $5.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.1% | 133,939 | $5.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +66.1% | 130,942 | $5.4M |
| Aberdeen Group plc | 0.01% | Add +8.1% | 130,558 | $5.4M |
| Sei Investments Co. | 0.00% | Reduce -22.9% | 129,052 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 128,460 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +40.6% | 123,636 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +111.7% | 122,448 | $5.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +6.9% | 120,681 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.4% | 116,223 | $4.8M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.4% | 115,660 | $4.8M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -15.5% | 111,565 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.8% | 111,417 | $4.6M |
| Verition Fund Management LLC | 0.04% | Reduce -52.9% | 110,900 | $4.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +6.5% | 107,551 | $4.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 107,380 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.7% | 103,863 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.1% | 98,566 | $4.1M |
| Macquarie Group Ltd. | 0.02% | Add +9.6% | 98,466 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +162.2% | 97,465 | $4.1M |
| Modern Wealth Management, LLC | 0.05% | Reduce -3.5% | 96,847 | $4.0M |
| Creative Planning | 0.00% | Add +11.7% | 96,281 | $4.0M |
| Amundi | 0.00% | Add +0.3% | 93,789 | $3.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +8.5% | 90,538 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -2.2% | 89,536 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 89,539 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.6% | 89,136 | $3.7M |
| Martingale Asset Management L P | 0.09% | Add +6.7% | 87,770 | $3.7M |
| Lazard Asset Management LLC | 0.01% | Add +104.0% | 85,259 | $3.5M |
| Corient Private Wealth LP | 0.00% | Add +4.5% | 84,230 | $3.5M |
| Quantbot Technologies LP | 0.13% | Add +128.0% | 81,516 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +80.6% | 80,746 | $3.4M |
| Harbor Capital Advisors, Inc. | 0.23% | Add +1.3% | 79,697 | $3.3M |
| Caxton Associates LLP | 0.06% | Add +80.3% | 79,001 | $3.3M |
| MetLife Investment Management, LLC | 0.01% | Add +8.1% | 78,595 | $3.3M |
| Man Group plc | 0.01% | New | 76,772 | $3.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -22.7% | 75,322 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -6.8% | 75,003 | $3.1M |
| Independent Financial Group, LLC | 0.06% | Reduce -5.6% | 73,327 | $3.1M |
| Ameritas Advisory Services, LLC | 0.06% | Add +79.0% | 73,001 | $3.0M |
| Odyssean, LLC | 0.48% | Add +84.5% | 70,815 | $2.9M |
| Arkadios Wealth Advisors | 0.04% | Reduce -5.6% | 70,035 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.9% | 66,130 | $2.8M |
| Money Concepts Capital Corp. | 0.12% | Reduce -5.4% | 64,689 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +3.0% | 64,569 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.2% | 63,710 | $2.7M |
| Vert Asset Management LLC | 0.72% | Add +3.9% | 63,606 | $2.6M |
| Centaurus Financial, Inc. | 0.10% | Reduce -3.2% | 61,379 | $2.6M |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 61,082 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.3% | 60,657 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.0% | 59,285 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 57,691 | $2.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -0.6% | 55,426 | $2.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | New | 55,751 | $2.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.1% | 55,200 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 54,921 | $2.3M |
| Polaris Capital Management, LLC | 0.21% | Reduce -1.7% | 52,600 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Add +3.1% | 51,707 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Add +25.0% | 50,000 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.5% | 48,315 | $2.0M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.4% | 48,186 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +16.0% | 45,338 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Add +10.8% | 45,315 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | No change | 45,006 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 44,789 | $1.9M |
| Barclays PLC | 0.00% | Add +50.6% | 44,248 | $1.8M |
| Horizon Investments, LLC | 0.02% | Add +34.9% | 43,905 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 42,773 | $1.8M |
| Earned Wealth Advisors, LLC | 0.11% | Reduce -1.1% | 42,705 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Reduce -3.0% | 42,688 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.38% | No change | 41,766 | $1.7M |
| &partners | 0.01% | Add +0.9% | 40,540 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -31.8% | 39,991 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Reduce -26.4% | 39,585 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | Add +9.8% | 38,200 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -4.4% | 38,037 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +10.1% | 37,972 | $1.6M |
| Allstate Corp. | 0.02% | Add +0.7% | 36,719 | $1.5M |
| Cooper Financial Group | 0.13% | Add +0.1% | 36,635 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +6.8% | 36,279 | $1.5M |
| Point72 Asset Management | 0.00% | Reduce -34.4% | 36,228 | $1.5M |
| Van Eck Associates Corp. | 0.00% | Add +0.2% | 35,787 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +16.3% | 35,678 | $1.5M |
| B&I Capital AG | 3.22% | Reduce -87.4% | 35,068 | $1.5M |
| Polymer Capital Management (US) LLC | 0.22% | New | 34,990 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 34,807 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +0.6% | 34,758 | $1.4M |
| First Foundation Advisors | 0.05% | No change | 34,493 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +3.4% | 34,167 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.3% | 34,116 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -6.3% | 33,920 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 33,690 | $1.4M |
| Teacher Retirement System of Texas | 0.00% | Reduce -30.8% | 33,612 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 33,401 | $1.4M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.2% | 33,309 | $1.4M |
| Metis Global Partners, LLC | 0.03% | Reduce -0.3% | 32,860 | $1.4M |
| Fifth Third Bancorp | 0.00% | Reduce -8.5% | 31,316 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +10.8% | 30,700 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 30,538 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -20.6% | 30,300 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +2.7% | 29,983 | $1.2M |
| PFG Investments, LLC | 0.05% | Add +0.2% | 29,426 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 28,656 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Add +35.9% | 28,104 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Reduce -2.8% | 27,954 | $1.2M |
| Mars Jewett Financial Group, Inc. | 0.23% | Add +0.7% | 27,419 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -4.2% | 26,833 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -0.5% | 26,336 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 26,134 | $1.1M |
| Blankinship & Foster, LLC | 0.21% | No change | 25,558 | $1.1M |
| Pensionfund PDN | 0.55% | Add +59.4% | 25,500 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 28,240 | $1.1M |
| Diversify Advisory Services, LLC | 0.02% | New | 24,371 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -29.5% | 24,371 | $1.1M |
| STRS Ohio | 0.00% | Add +14.6% | 25,200 | $1.0M |
| Accel Wealth Management | 0.23% | Reduce -32.5% | 24,786 | $1.0M |
| Vestcor Inc | 0.03% | No change | 24,769 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +45.5% | 24,399 | $1.0M |
| Advisor OS, LLC | 0.07% | No change | 24,085 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 23,073 | $960K |
| TD Asset Management Inc | 0.00% | Add +40.7% | 22,800 | $949K |
| Foresight Group Ltd Liability Partnership | 0.17% | Reduce -18.6% | 22,347 | $942K |
| Erste Asset Management GmbH | 0.01% | Add +15.7% | 22,100 | $933K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +40.1% | 21,728 | $904K |
| Certior Financial Group, LLC | 0.49% | Reduce -9.1% | 21,700 | $903K |
| Provident Investment Management, Inc. | 0.09% | Reduce -29.4% | 21,095 | $878K |
| Avior Wealth Management, LLC | 0.02% | No change | 21,001 | $874K |
| Cambria Investment Management, L.P. | 0.04% | Add +24.2% | 20,973 | $873K |
| M Holdings Securities, Inc. | 0.12% | Add +0.0% | 20,475 | $862K |
| IFM Investors Pty Ltd | 0.01% | Add +0.5% | 20,601 | $857K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.2% | 20,227 | $842K |
| TCW Group Inc. | 0.01% | Reduce -56.6% | 19,914 | $829K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -0.7% | 19,881 | $827K |
| Vaughan David Investments LLC | 0.02% | No change | 19,882 | $827K |
| RMR Wealth Builders | 0.05% | Reduce -8.2% | 19,378 | $809K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 19,236 | $803K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 18,992 | $790K |
| CIBC Bancorp USA Inc. | 0.00% | Add +11.3% | 18,515 | $771K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.5% | 18,417 | $767K |
| ProShare Advisors LLC | 0.00% | Reduce -6.7% | 18,332 | $763K |
| Calton & Associates, Inc. | 0.11% | Reduce -53.1% | 17,995 | $749K |
| Ameriflex Group, Inc. | 0.30% | Reduce -1.7% | 17,657 | $735K |
| Bank of Montreal | 0.00% | Add +39.6% | 17,509 | $729K |
| Lakeridge Wealth Management LLC | 0.26% | Add +0.8% | 17,318 | $721K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.4% | 17,263 | $718K |
| Captrust Financial Advisors | 0.00% | Add +6.6% | 15,992 | $666K |
| Massar Capital Management, LP | 0.23% | New | 15,939 | $663K |
| Dynamic Technology Lab Private Ltd | 0.14% | Reduce -6.7% | 15,570 | $648K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -5.1% | 15,431 | $642K |
| Ducere Wealth Management LLC | 0.19% | Reduce -12.3% | 15,404 | $641K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.6% | 15,356 | $639K |
| Sage Capital Management, LLC | 0.25% | Add +0.3% | 15,237 | $634K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -42.0% | 15,200 | $633K |
| Rothschild Investment LLC | 0.02% | Add +0.1% | 15,137 | $630K |
| Dynamic Financial Group | 0.45% | No change | 14,393 | $599K |
| Independent Advisor Alliance | 0.01% | Reduce -0.4% | 14,271 | $594K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +11.2% | 14,179 | $590K |
| Assetmark, Inc. | 0.00% | Reduce -2.0% | 13,970 | $581K |
| Inceptionr LLC | 0.14% | Reduce -45.7% | 13,891 | $578K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,751 | $572K |
| Fiduciary Alliance LLC | 0.04% | No change | 13,728 | $571K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -5.7% | 13,655 | $568K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.0% | 13,361 | $556K |
| TCP Asset Management, LLC | 0.06% | Add +0.2% | 13,306 | $554K |
| Xponance LLC | 0.00% | Add +7.0% | 12,769 | $531K |
| Fox Run Management, L.L.C. | 0.09% | Add +32.9% | 12,738 | $530K |
| OneDigital Investment Advisors LLC | 0.00% | Add +36.4% | 12,683 | $528K |
| Vident Advisory, LLC | 0.00% | Reduce -0.1% | 12,675 | $528K |
| Pensionfund Sabic | 0.56% | Add +56.3% | 12,500 | $520K |
| Savant Capital, LLC | 0.00% | Add +95.2% | 12,956 | $515K |
| Jackson Creek Investment Advisors LLC | 0.17% | New | 11,942 | $507K |
| D. E. Shaw & Co. | 0.00% | Reduce -89.0% | 12,049 | $501K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -81.0% | 12,024 | $500K |
| RFG Advisory, LLC | 0.01% | Add +89.3% | 11,922 | $496K |
| M&T Bank Corp | 0.00% | Reduce -3.4% | 11,849 | $494K |
| Two Sigma Investments, LP | 0.00% | New | 11,689 | $486K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.0% | 11,515 | $479K |
| MML Investors Services, LLC | 0.00% | Add +34.8% | 11,469 | $477K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.6% | 11,205 | $466K |
| Hendershot Investments Inc. | 0.06% | No change | 11,021 | $459K |
| Sun Life Financial Inc. | 0.02% | No change | 10,630 | $442K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -1.1% | 10,614 | $442K |
| Apeiron RIA LLC | 0.11% | Reduce -5.9% | 10,605 | $441K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 10,380 | $432K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.0% | 10,367 | $431K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,229 | $426K |
| Brighton Jones LLC | 0.01% | Add +7.9% | 10,192 | $424K |
| Spire Wealth Management | 0.01% | Reduce -22.8% | 9,971 | $415K |
| Sigma Planning Corp | 0.01% | No change | 9,772 | $407K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.0% | 9,761 | $406K |
| A&I Financial Services, LLC | 0.18% | No change | 9,688 | $403K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 9,684 | $403K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,684 | $403K |
| JMN Financial LLC | 0.31% | Add +45.6% | 9,646 | $403K |
| Ellevest, Inc. | 0.05% | Add +0.4% | 9,613 | $400K |
| Aspen Grove Capital, LLC | 0.06% | Add +0.8% | 9,556 | $399K |
| Merit Financial Group, LLC | 0.00% | Add +1.8% | 9,542 | $397K |
| Blair William & Co. | 0.00% | Reduce -42.4% | 9,444 | $393K |
| Raleigh Capital Management Inc. | 0.12% | Add +0.8% | 9,368 | $390K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.9% | 9,327 | $388K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -2.5% | 9,244 | $385K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.7% | 9,238 | $384K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -4.8% | 8,827 | $367K |
| NFSG Corp | 0.05% | Add +39.8% | 8,798 | $366K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 8,768 | $365K |
| Pittenger & Anderson Inc. | 0.01% | No change | 8,372 | $348K |
| Neuberger Berman Group LLC | 0.00% | Add +11.6% | 8,232 | $343K |
| Peak Asset Management, LLC | 0.05% | No change | 8,214 | $342K |
| Marshall Wace, LLP | 0.00% | New | 8,160 | $340K |
| Aljian Capital Management, LLC | 0.06% | No change | 8,074 | $336K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.4% | 7,919 | $330K |
| Allworth Financial LP | 0.00% | Reduce -2.1% | 7,782 | $324K |
| Lanark Financial, Inc. | 0.02% | No change | 7,768 | $323K |
| Curi Capital, LLC | 0.01% | Add +20.3% | 7,734 | $323K |
| Fieldview Capital Management, LLC | 0.09% | Reduce -33.3% | 7,698 | $320K |
| CreativeOne Wealth, LLC | 0.01% | No change | 7,667 | $319K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 7,635 | $319K |
| Beacon Capital Management, LLC | 0.05% | Reduce -18.2% | 7,590 | $316K |
| EntryPoint Capital, LLC | 0.08% | No change | 7,549 | $314K |
| Rehmann Capital Advisory Group | 0.01% | No change | 7,540 | $314K |
| Ignite Planners, LLC | 0.04% | No change | 7,538 | $314K |
| Castleview Partners, LLC | 0.14% | No change | 7,507 | $312K |
| Integrated Wealthcare, LLC | 0.23% | No change | 7,457 | $310K |
| CIBC Asset Management Inc | 0.00% | No change | 7,438 | $310K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,293 | $304K |
| Bright Futures Wealth Management, LLC. | 0.19% | New | 7,195 | $299K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.3% | 7,073 | $295K |
| Kure Advisory, LLC | 0.14% | Add +0.1% | 7,040 | $293K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 6,889 | $287K |
| Acadian Asset Management LLC | 0.00% | New | 6,864 | $285K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 6,820 | $284K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -31.4% | 6,656 | $277K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 6,638 | $277K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | No change | 6,653 | $277K |
| Profund Advisors LLC | 0.01% | Add +10.3% | 6,639 | $276K |
| Procyon Advisors, LLC | 0.01% | Reduce -6.6% | 6,553 | $273K |
| Southern Financial Group, LLC | 0.07% | Add +0.8% | 6,499 | $271K |
| Plan A Wealth LLC | 0.11% | Add +0.8% | 6,442 | $268K |
| Tower Bridge Advisors | 0.02% | No change | 6,350 | $264K |
| Canton Hathaway, LLC | 0.05% | No change | 6,274 | $261K |
| Three Bridge Wealth Advisors, LLC | 0.07% | Add +0.1% | 6,242 | $260K |
| Easterly Investment Partners LLC | 0.01% | Reduce -22.0% | 6,213 | $259K |
| Arax Advisory Partners | 0.00% | Add +7551.9% | 6,045 | $252K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 6,041 | $251K |
| Evergreen Capital Management LLC | 0.00% | Reduce -2.3% | 5,980 | $250K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -59.8% | 5,952 | $248K |
| Advisory Resource Group | 0.04% | No change | 5,914 | $246K |
| Vise Technologies, Inc. | 0.00% | New | 5,872 | $244K |
| MCF Advisors LLC | 0.01% | Reduce -2.8% | 5,843 | $244K |
| GenTrust, LLC | 0.01% | No change | 5,833 | $243K |
| Belpointe Asset Management LLC | 0.01% | No change | 5,704 | $237K |
| DNB Asset Management AS | 0.00% | New | 5,682 | $236K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,675 | $236K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.5% | 5,633 | $234K |
| 111 Capital | 0.04% | New | 5,567 | $232K |
| Larry Mathis Financial Planning, LLC | 0.18% | Add +0.3% | 5,561 | $231K |
| Norinchukin Bank, The | 0.00% | Reduce -2.3% | 5,447 | $227K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 5,428 | $226K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.7% | 5,386 | $224K |
| LexAurum Advisors, LLC | 0.03% | New | 5,287 | $220K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 5,245 | $218K |
| Integrity Alliance, Llc. | 0.01% | Reduce -8.5% | 5,141 | $214K |
| Jones Financial Companies LLLP | 0.00% | Add +132.3% | 5,034 | $213K |
| Continuum Advisory, LLC | 0.02% | New | 5,067 | $211K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 5,014 | $209K |
| Daymark Wealth Partners, LLC | 0.01% | New | 4,994 | $208K |
| SageGuard Financial Group, LLC | 0.03% | New | 4,940 | $206K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -14.6% | 4,935 | $205K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,876 | $203K |
| MSH Capital Advisors LLC | 0.04% | New | 4,853 | $202K |
| US Bancorp \de | 0.00% | Add +1.0% | 4,326 | $180K |
| Eukles Asset Management | 0.07% | No change | 4,174 | $174K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.3% | 4,076 | $170K |
| KBC Group NV | 0.00% | No change | 3,606 | $150K |
| Bayforest Capital Ltd | 0.14% | Reduce -9.6% | 3,580 | $149K |
| Tsfg, LLC | 0.02% | Add +0.8% | 3,583 | $149K |
| State of Wyoming | 0.01% | New | 3,530 | $147K |
| Employees Retirement System of Texas | 0.00% | No change | 3,458 | $144K |
| Advantage Trust Co | 0.05% | No change | 3,386 | $141K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.6% | 3,372 | $140K |
| Hantz Financial Services, Inc. | 0.00% | Add +35.9% | 3,299 | $137K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 3,232 | $135K |
| Rossby Financial, LCC | 0.02% | Add +0.3% | 3,072 | $128K |
| Triumph Capital Management | 0.02% | No change | 3,000 | $125K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.9% | 2,955 | $123K |
| FIL Ltd | 0.00% | Reduce -11.9% | 2,911 | $121K |
| Global Retirement Partners, LLC | 0.00% | — | 2,815 | $117K |
| Strive Financial Group ,LLC | 0.05% | No change | 2,812 | $117K |
| Sterling Capital Management LLC | 0.00% | Reduce -27.8% | 2,595 | $108K |
| Nykredit A/S | 0.00% | — | 2,581 | $107K |
| Highline Wealth Partners LLC | 0.02% | Add +0.8% | 2,535 | $106K |
| Syntax Research, Inc. | 0.08% | No change | 2,527 | $105K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 2,513 | $105K |
| Whittier Trust Co. | 0.00% | No change | 2,500 | $104K |
| Signature Equity Partners, LLC | 0.04% | Add +21.5% | 2,295 | $95K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 2,265 | $94K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -64.3% | 2,237 | $93K |
| Quent Capital, LLC | 0.01% | No change | 2,165 | $90K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,139 | $89K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -3.2% | 2,083 | $87K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,962 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -44.4% | 1,802 | $75K |
| Wilkerson Advisory Group LLC | 0.02% | No change | 1,740 | $72K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -10.3% | 1,704 | $71K |
| Archer Investment Corp | 0.01% | No change | 1,537 | $64K |
| Twin Tree Management, LP | 0.01% | New | 1,529 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,478 | $62K |
| Prosperity Bancshares Inc | 0.04% | No change | 1,396 | $58K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,333 | $56K |
| Danske Bank A/S | 0.00% | No change | 1,300 | $54K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,262 | $53K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 1,257 | $52K |
| Smithfield Trust Co | 0.00% | No change | 1,249 | $52K |
| Signaturefd, LLC | 0.00% | Add +274.7% | 1,199 | $50K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,129 | $48K |
| IFG Advisory, LLC | 0.00% | New | 1,010 | $42K |
| Kozak & Associates, Inc. | 0.01% | Add +0.9% | 1,010 | $42K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,000 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 989 | $41K |
| UMB Bank, n.a. | 0.00% | Add +7.4% | 961 | $40K |
| Beacon Capital Management, Inc. | 0.00% | No change | 933 | $39K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -6.7% | 902 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.5% | 824 | $34K |
| Parallel Advisors, LLC | 0.00% | No change | 777 | $32K |
| Optiver Holding B.V. | 0.00% | New | 739 | $31K |
| Clearstead Advisors, LLC | 0.00% | Add +15.9% | 737 | $31K |
| Loomis Sayles & Co. L P | 0.00% | No change | 734 | $31K |
| CX Institutional | 0.00% | Add +115.5% | 724 | $30K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 716 | $30K |
| Capital Advisor Network LLC | 0.04% | No change | 683 | $28K |
| True Wealth Design, LLC | 0.01% | Add +0.8% | 641 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 591 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -12.1% | 554 | $23K |
| Bare Financial Services, Inc | 0.01% | Add +41.2% | 545 | $23K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.0% | 518 | $22K |
| SJS Investment Consulting Inc. | 0.00% | New | 462 | $19K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.7% | 433 | $18K |
| Essential Partners LLC | 0.01% | Reduce -11.3% | 328 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -24.4% | 310 | $13K |
| Fortis Group Advisors, LLC | 0.00% | No change | 300 | $12K |
| Meeder Asset Management Inc. | 0.00% | New | 277 | $12K |
| Accent Capital Management, LLC | 0.00% | New | 266 | $11K |
| Huntington National Bank | 0.00% | Add +26400.0% | 265 | $11K |
| Covestor Ltd | 0.00% | Reduce -91.7% | 167 | $7K |
| Alerus Financial NA | 0.00% | No change | 166 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 148 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 147 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -25.4% | 141 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 121 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | New | 17,048 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 113 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 110 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 89 | $4K |
| Noble Wealth Management PBC | 0.00% | New | 88 | $4K |
| Group One Trading LLC | 0.00% | New | 78 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 71 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 70 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +13.1% | 69 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 51 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 49 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 49 | $2K |
| Kilter Group LLC | 0.00% | Reduce -14.8% | 46 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 29 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 27 | $1K |
| Avion Wealth | 0.00% | No change | 30 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 21 | $877 |
| Fulcrum Asset Management LLP | 0.00% | New | 20 | $845 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 19 | $791 |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $708 |
| Ankerstar Wealth, LLC | 0.00% | No change | 15 | $626 |
| Financial Consulate, Inc. | 0.00% | No change | 14 | $583 |
| Davis Capital Management | 0.00% | New | 12 | $499 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $281 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $167 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $125 |
| Evolution Advisers, Inc. | 0.00% | New | 6 | $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.