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Disclosery

PECO PHILLIPS EDISON & CO INC

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REIT (common), issuer CIK 1476204

398 managers (403 13F filers) reported a position in PECO shares at 2024-12-31, 102,717,396 shares in all. 27 filers opened a position and 43 filers sold out during the quarter.

Managers
398
13F filers
403
New
27
Added
143
Reduced
127
Sold out
43
Shares held by filers
102,717,396

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EPG Wealth Management LLC16,306$611K0.16%-2,60613F-HRTimeline
M Holdings Securities, Inc.16,260$609K0.1%-1,00013F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,766$591K<0.01%new13F-HRTimelineGroup
Van Cleef Asset Management,Inc15,700$588K0.06%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd15,460$579K0.01%+4,38013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15,005$562K0.04%+3513F-HRTimeline
Transce3nd, LLC14,635$553K0.19%13F-HRTimeline
Cassady Schiller Wealth Management, LLC14,471$542K0.2%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,464$542K0.09%+1313F-HRTimeline
Beacon Capital Management, LLC14,453$541K0.07%-86213F-HRTimeline
Geneos Wealth Management Inc.14,306$536K0.02%-87213F-HRTimeline
Well Done, LLC14,009$528K0.1%013F-HRTimeline
Metis Global Partners, LLC14,047$526K0.02%+1,43413F-HRTimeline
Marcum Wealth, LLC14,043$526K0.05%+1713F-HRTimeline
Hendershot Investments Inc.13,888$520K0.07%-813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,751$515K<0.01%013F-HRTimeline
Capital Asset Advisory Services LLC13,189$494K0.02%-20613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,189$494K0.01%-20613F-HRTimeline
Apeiron RIA LLC13,180$494K0.14%-1,66613F-HRTimeline
Smart Money Group LLC13,092$490K0.17%+6913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,019$488K<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC12,966$486K0.02%-4,00013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.12,874$482K0.09%new13F-HRTimeline
Catalina Capital Group, LLC12,745$477K0.16%+17313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,619$473K<0.01%+1,73613F-HRTimelineGroup
Beacon Pointe Advisors, LLC12,547$470K0.01%013F-HRTimeline
Fairway Wealth LLC12,173$456K0.21%013F-HRTimeline
WORLD EQUITY GROUP, INC.11,872$445K0.1%+5,93613F-HRTimeline
Sound Income Strategies, LLC11,633$436K0.03%-71613F-HRTimeline
CIBC WORLD MARKETS CORP11,491$430K<0.01%new13F-HRTimeline
Hardy Reed LLC11,489$430K0.04%013F-HRTimeline
Cadence Bank11,489$430K0.03%013F-HRTimeline
Kovack Advisors, Inc.11,447$429K0.04%-17013F-HRTimeline
A&I FINANCIAL SERVICES, LLC10,986$412K0.4%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,901$408K0.01%+4,22813F-HRTimelineGroup
SageView Advisory Group, LLC10,876$407K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.10,850$406K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,790$402K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC10,731$402K0.04%13F-HRTimeline
Headlands Technologies LLC10,573$396K0.04%new13F-HRTimeline
Independent Advisor Alliance10,367$388K0.01%+6413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,246$384K<0.01%+2,63213F-HRTimelineGroup
Henshaw Capital LLC10,239$384K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,558$379K0.02%-31613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,012$375K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,977$365K<0.01%013F-HRTimelineGroup
Alpha Omega Group, Inc.9,681$363K0.43%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,579$359K0.1%-1,18813F-HRTimeline
Pinnacle Financial Partners Inc9,267$349K0.01%013F-HRTimeline
Ignite Planners, LLC9,315$349K0.08%-2,17113F-HRTimeline
Ellevest, Inc.9,296$348K0.02%+3313F-HRTimeline
Aspen Grove Capital, LLC9,251$347K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,002$337K<0.01%+6413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,984$337K<0.01%+6813F-HRTimelineGroup
Raleigh Capital Management Inc.8,889$333K0.13%-72913F-HRTimeline
NFSG Corp8,852$332K0.09%+313F-HRTimeline
XPONANCE LLC8,809$330K<0.01%+77013F-HRTimeline
CIBC Asset Management Inc8,772$329K<0.01%+1,00513F-HRTimeline
First Heartland Consultants, Inc.8,734$327K0.03%-1,92913F-HRTimeline
Midwest Financial Group LLC8,658$324K0.19%013F-HRTimeline
EP Wealth Advisors, LLC8,607$322K<0.01%new13F-HRTimeline
Castleview Partners, LLC8,704$322K0.17%-38413F-HR/ATimeline
PITTENGER & ANDERSON INC8,372$314K0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP8,365$313K<0.01%-713F-HR/ATimeline
TOWNSQUARE CAPITAL LLC8,307$311K<0.01%+2,29813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,284$310K<0.01%+1,61613F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,239$309K0.03%+4213F-HRTimeline
Peak Asset Management, LLC8,214$308K0.06%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC7,907$296K0.1%-4,11013F-HRTimeline
Private Advisor Group, LLC7,754$290K<0.01%-25513F-HRTimeline
Rehmann Capital Advisory Group7,595$285K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC7,590$284K0.09%new13F-HRTimeline
AlphaQuest LLC7,509$281K0.04%-47,84313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,401$277K<0.01%-2713F-HRTimelineGroup
Advisory Services Network, LLC7,363$276K0.01%-58313F-HRTimeline
Plotkin Financial Advisors, LLC7,304$274K0.16%013F-HRTimeline
RFG Advisory, LLC7,141$268K0.01%+10013F-HRTimeline
Sanctuary Advisors, LLC7,268$267K<0.01%-313F-HRTimeline
Accurate Wealth Management, LLC7,429$264K0.05%-10513F-HRTimeline
Aster Capital Management (DIFC) Ltd6,988$262K0.1%+6,85513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,933$260K0.01%+1,51313F-HRTimeline
LexAurum Advisors, LLC6,894$258K0.05%+63613F-HRTimeline
PROFUND ADVISORS LLC6,886$258K0.01%+51813F-HRTimeline
Advisory Alpha, LLC6,851$257K0.01%-42113F-HRTimeline
Kimelman & Baird, LLC6,725$252K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,638$249K0.03%013F-HRTimeline
4WEALTH ADVISORS, INC.6,500$243K0.25%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,452$242K0.01%013F-HRTimeline
Bremer Bank National Association6,451$242K0.05%013F-HRTimeline
111 Capital6,426$241K0.05%13F-HRTimeline
Allen Capital Group, LLC6,334$237K0.03%013F-HRTimeline
Canton Hathaway, LLC6,274$235K0.06%013F-HRTimeline
Plan A Wealth LLC6,254$234K0.21%13F-HRTimeline
Three Bridge Wealth Advisors, LLC6,231$234K0.08%013F-HRTimeline
Belpointe Asset Management LLC6,145$227K0.01%-54413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,008$227K0.01%013F-HRTimeline
Global Wealth Management Investment Adv…6,023$226K0.05%-4,01713F-HRTimeline
Advisory Resource Group5,914$222K0.05%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,909$221K0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC5,910$221K0.01%-7,79013F-HRTimeline
GenTrust, LLC5,833$219K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC5,890$216K0.11%13F-HRTimeline
BARLOW WEALTH PARTNERS, LLC5,982$212K0.03%-1,34713F-HRTimeline
Engineers Gate Manager LP5,644$211K<0.01%-6,28513F-HRTimeline
MAI Capital Management5,500$206K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC5,423$203K0.11%013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,413$203K<0.01%-12313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,379$201K<0.01%-1,00013F-HRTimeline
Providence Wealth Advisors, LLC5,440$201K0.15%013F-HRTimeline
NWF Advisory Services Inc.5,340$201K0.03%new13F-HRTimeline
MCF Advisors LLC5,200$195K0.01%+1,67213F-HRTimeline
Continuum Advisory, LLC5,067$190K0.02%013F-HRTimeline
KBC Group NVin group KBC Group NV4,424$166K<0.01%+52213F-HRTimelineGroup
Larson Financial Group LLC4,414$165K0.01%+10613F-HRTimeline
Eukles Asset Management4,174$156K0.07%new13F-HRTimeline
First Pacific Financial3,735$140K0.03%013F-HRTimeline
TSFG, LLC3,400$127K0.03%+2713F-HRTimeline
Sterling Capital Management LLC3,387$127K<0.01%+3,00413F-HRTimeline
Advantage Trust Co3,386$127K0.07%013F-HRTimeline
GAMMA Investing LLC3,110$117K0.01%-22013F-HRTimeline
Sanctuary Wealth Management, L.L.C.3,070$115K0.08%013F-HRTimeline
Blue Trust, Inc.3,023$113K<0.01%+60313F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,819$106K<0.01%+1513F-HRTimelineGroup
Global Retirement Partners, LLC2,574$96.4K<0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.2,527$94.7K0.07%013F-HRTimeline
WHITTIER TRUST CO2,500$93.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,480$92.9K<0.01%-1,51113F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,226$83.4K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.2,210$82.8K0.03%013F-HRTimeline
FIL Ltdin group FIL Ltd2,155$80.7K<0.01%+32513F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,815$68K<0.01%013F-HRTimeline
Kapitalo Investimentos Ltda1,802$67.5K0.05%new13F-HRTimeline
PFG Private Wealth Management, LLC1,631$61.1K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,629$61K<0.01%+18213F-HRTimelineGroup
Allworth Financial LP1,621$58K<0.01%+78813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,540$57.7K<0.01%+5313F-HRTimeline
Venturi Wealth Management, LLC1,473$55.2K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,462$54.8K0.01%013F-HRTimeline
State of Wyoming1,441$54K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC1,333$50.1K0.01%013F-HR/ATimeline
Smithfield Trust Co1,249$47K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,193$44.7K<0.01%+1013F-HRTimeline
Archer Investment Corp1,114$41.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,007$37.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,000$37.5K0.01%013F-HRTimeline
Hexagon Capital Partners LLC967$36.2K0.01%013F-HRTimeline
Kozak & Associates, Inc.958$35.9K0.01%+813F-HRTimeline
Legacy Investment Solutions, LLC933$34.8K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…933$34.8K0.02%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…919$34.4K<0.01%-1,34713F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC900$33.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC896$33.6K<0.01%-37513F-HRTimeline
MassMutual Private Wealth & Trust, FSB758$28.4K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC749$28.1K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.716$26.8K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC624$23.4K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.610$22.9K0.02%013F-HRTimeline
CURIO WEALTH, LLC591$22.1K0.01%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P584$22K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC555$20.8K0.01%+413F-HRTimeline
IFP Advisors, Inc454$20.5K<0.01%-4613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.446$17K<0.01%+3413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…427$16K<0.01%-35013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV423$15.8K<0.01%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…411$15.4K<0.01%+3113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC384$15K<0.01%+18113F-HRTimelineGroup
UMB Bank, n.a.325$12.2K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …308$11.5K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC307$11.5K<0.01%+7113F-HRTimeline
DANSKE BANK A/S300$11.2K<0.01%-1,20013F-HRTimeline
Fortis Group Advisors, LLC300$11.2K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC298$11.2K0.01%+113F-HRTimeline
Covestor Ltd268$10K0.01%013F-HRTimeline
Abound Wealth Management210$7.85K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC192$7.14K<0.01%+8513F-HRTimeline
AlphaMark Advisors, LLC154$6K<0.01%013F-HRTimeline
Caitong International Asset Management …153$5.73K0.01%13F-HR/ATimeline
C M BIDWELL & ASSOCIATES LTD124$4.64K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC104$3.91K<0.01%13F-HRTimeline
Versant Capital Management, Inc97$3.63K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC79$2.96K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC70$2.62K<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC5,079$1.9K0.11%013F-HR/ATimeline
Lindbrook Capital, LLC47$1.76K<0.01%013F-HRTimeline
SIGNATUREFD, LLC36$1.35K<0.01%+1913F-HRTimeline
Farther Finance Advisors, LLC35$1.31K<0.01%-1513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23$861<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC19$712<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc17$637<0.01%013F-HRTimeline
Arax Advisory Partners9$338<0.01%new13F-HRTimeline
Dunhill Financial, LLC8$301<0.01%013F-HRTimeline
Quarry LP8$300<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7$2900.03%-8,66013F-HRTimeline
Parkside Financial Bank & Trust7$263<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC5$188<0.01%13F-HRTimeline
Capital A Wealth Management, LLC2$75<0.01%13F-HRTimeline
Dogwood Wealth Management LLC1$36<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$31<0.01%-113F-HRTimeline