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Disclosery

PECO PHILLIPS EDISON & CO INC

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REIT (common), issuer CIK 1476204

401 managers (407 13F filers) reported a position in PECO shares at 2025-03-31, 105,189,930 shares in all. 41 filers opened a position and 33 filers sold out during the quarter.

Managers
401
13F filers
407
New
41
Added
135
Reduced
143
Sold out
33
Shares held by filers
105,189,930

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,227$665K0.02%+12,31813F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN18,207$664K<0.01%-24913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,158$663K<0.01%-6,85513F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC18,151$662K0.01%-3,60613F-HRTimelineGroup
OneDigital Investment Advisors LLC17,960$655K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,037$649K0.06%013F-HR/ATimeline
BlueChip Wealth Advisors LLC17,490$638K0.31%013F-HRTimeline
Sage Capital Management, LLC16,956$619K0.34%+6113F-HRTimeline
Sequoia Financial Advisors, LLC16,765$612K<0.01%-5,88713F-HRTimeline
EPG Wealth Management LLC16,440$600K0.17%+13413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.15,965$583K0.01%new13F-HRTimeline
Metis Global Partners, LLC15,859$579K0.02%+1,81213F-HRTimeline
Van Cleef Asset Management,Inc15,700$573K0.06%013F-HRTimeline
AlphaQuest LLC15,552$567K0.06%+8,04313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd15,460$564K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15,010$548K0.04%+513F-HRTimeline
Well Done, LLC14,009$525K0.1%013F-HRTimeline
Marcum Wealth, LLC14,038$512K0.04%-513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,012$511K0.09%-45213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,751$502K<0.01%013F-HRTimeline
Capital Asset Advisory Services LLC13,189$492K0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,189$481K0.01%013F-HRTimeline
Beacon Capital Management, LLC13,159$480K0.06%-1,29413F-HRTimeline
Apeiron RIA LLC12,893$470K0.14%-28713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,588$460K<0.01%-3113F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC12,566$459K0.02%-40013F-HRTimeline
Catalina Capital Group, LLC12,178$444K0.3%-56713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,156$444K<0.01%-86313F-HRTimelineGroup
Independent Advisor Alliance11,973$437K0.01%+1,60613F-HRTimeline
Entropy Technologies, LP11,945$436K0.04%-18,00913F-HRTimeline
Cadence Bank11,489$419K0.03%013F-HRTimeline
Hardy Reed LLC11,489$419K0.04%013F-HRTimeline
Kovack Advisors, Inc.11,447$418K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,091$405K<0.01%+84513F-HRTimelineGroup
Hendershot Investments Inc.11,021$402K0.05%-2,86713F-HRTimeline
SageView Advisory Group, LLC11,004$402K0.02%+12813F-HRTimeline
A&I FINANCIAL SERVICES, LLC10,986$401K0.27%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,811$395K0.01%-9013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP10,790$394K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC10,731$392K0.04%013F-HRTimeline
Sigma Planning Corp10,695$390K0.01%-6,40613F-HRTimeline
Henshaw Capital LLC10,239$374K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,012$365K0.08%013F-HRTimeline
Beacon Pointe Advisors, LLC9,975$364K<0.01%-2,57213F-HRTimeline
Arlington Financial Advisors, LLC9,842$359K0.06%new13F-HRTimeline
Pinnacle Financial Partners Inc9,267$347K0.01%013F-HRTimeline
EP Wealth Advisors, LLC9,479$346K<0.01%+87213F-HRTimeline
Sound Income Strategies, LLC9,441$344K0.02%-2,19213F-HRTimeline
Ellevest, Inc.9,296$339K0.02%013F-HRTimeline
Aspen Grove Capital, LLC9,251$339K0.07%013F-HRTimeline
XPONANCE LLC9,276$338K<0.01%+46713F-HRTimeline
MML INVESTORS SERVICES, LLC9,215$336K<0.01%+21313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,977$335K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC9,119$333K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,073$331K<0.01%+8913F-HR/ATimelineGroup
Waldron Private Wealth LLC8,970$328K0.02%new13F-HRTimeline
Raleigh Capital Management Inc.8,964$327K0.15%+7513F-HRTimeline
IHT Wealth Management, LLC8,769$320K0.01%-9,99013F-HRTimeline
First Heartland Consultants, Inc.8,734$319K0.03%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC8,671$316K0.09%-90813F-HRTimeline
CIBC Asset Management Inc8,646$315K<0.01%-12613F-HRTimeline
TOWNSQUARE CAPITAL LLC8,610$314K<0.01%+30313F-HRTimeline
Kure Advisory, LLC8,576$313K0.24%13F-HRTimeline
LaSalle St. Investment Advisors, LLC8,577$312K0.07%+98713F-HRTimeline
PITTENGER & ANDERSON INC8,372$305K0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP8,366$305K<0.01%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,363$305K<0.01%-7,40313F-HRTimelineGroup
Ignite Planners, LLC8,606$301K0.06%-70913F-HRTimeline
Peak Asset Management, LLC8,214$300K0.06%013F-HRTimeline
Allworth Financial LP8,510$300K<0.01%+6,88913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…8,255$297K0.01%new13F-HRTimelineGroup
Castleview Partners, LLC7,939$290K0.2%-76513F-HRTimeline
Quantinno Capital Management LP7,770$284K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7,768$283K0.02%+7,76113F-HRTimeline
Rehmann Capital Advisory Group7,596$277K0.02%+113F-HRTimeline
Medallion Wealth Advisors, LLC7,377$270K0.12%+1,48713F-HRTimeline
Advisory Services Network, LLC7,362$269K0.01%-113F-HRTimeline
Plotkin Financial Advisors, LLC7,304$267K0.16%013F-HRTimeline
Sanctuary Advisors, LLC7,248$264K<0.01%-2013F-HRTimeline
RFG Advisory, LLC7,141$261K0.01%013F-HRTimeline
Global Wealth Management Investment Adv…6,945$253K0.05%+92213F-HRTimeline
LexAurum Advisors, LLC6,894$252K0.05%013F-HRTimeline
Advisory Alpha, LLC6,883$251K0.01%+3213F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC6,638$243K0.03%013F-HRTimeline
Crossmark Global Holdings, Inc.6,638$242K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,527$238K0.02%-11,00813F-HRTimeline
Bremer Bank National Association6,451$235K0.04%013F-HRTimeline
NFSG Corp6,384$233K0.06%-2,46813F-HRTimeline
Allen Capital Group, LLC6,348$232K0.03%+1413F-HRTimeline
EntryPoint Capital, LLC6,290$230K0.11%new13F-HRTimeline
Canton Hathaway, LLC6,274$229K0.05%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,269$229K<0.01%-1,13213F-HRTimelineGroup
Plan A Wealth LLC6,254$228K0.18%013F-HRTimeline
Three Bridge Wealth Advisors, LLC6,231$228K0.08%013F-HRTimeline
Koss-Olinger Consulting, LLC6,087$222K0.02%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,990$219K0.01%-94313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,000$219K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,936$217K0.06%-5,93613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,910$216K0.01%013F-HRTimeline
Advisory Resource Group5,914$216K0.04%013F-HRTimeline
Merit Financial Group, LLC5,863$214K<0.01%new13F-HRTimeline
GenTrust, LLC5,833$213K0.01%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC6,033$212K0.03%+5113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,785$211K<0.01%+37213F-HRTimelineGroup
Accurate Wealth Management, LLC6,015$211K0.04%-1,41413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,767$210K<0.01%new13F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC5,687$208K<0.01%-49,92613F-HRTimeline
Clark Capital Management Group, Inc.5,675$207K<0.01%-5,17513F-HRTimeline
PROFUND ADVISORS LLC5,640$206K0.01%-1,24613F-HRTimeline
KBC Group NVin group KBC Group NV5,629$205K<0.01%+1,20513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,285$193K<0.01%-2,99913F-HRTimelineGroup
Continuum Advisory, LLC5,067$185K0.02%013F-HRTimeline
M&G PLCin group M&G PLC5,067$182K<0.01%new13F-HRTimelineGroup
Eukles Asset Management4,174$152K0.07%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,935$144K<0.01%-2,51713F-HRTimeline
MCF Advisors LLC3,776$138K0.01%-1,42413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,530$129K<0.01%+2,61113F-HRTimelineGroup
Larson Financial Group LLC3,490$127K0.01%-92413F-HRTimeline
TSFG, LLC3,428$125K0.03%+2813F-HRTimeline
Advantage Trust Co3,386$124K0.07%013F-HRTimeline
Headlands Technologies LLC3,350$122K0.01%-7,22313F-HRTimeline
GAMMA Investing LLC3,102$113K0.01%-813F-HR/ATimeline
Blue Trust, Inc.3,049$111K<0.01%+2613F-HRTimeline
MAI Capital Management3,000$109K<0.01%-2,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,995$109K<0.01%+51513F-HRTimelineGroup
Rossby Financial, LCC3,000$105K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,804$102K<0.01%-1513F-HRTimelineGroup
SYNTAX RESEARCH, INC.2,527$92.2K0.06%013F-HRTimeline
WHITTIER TRUST CO2,500$91.2K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd2,446$91K0.02%-4,54213F-HRTimeline
FSC Wealth Advisors, LLC2,493$91K0.06%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,322$84.7K<0.01%+9613F-HRTimeline
Cape Investment Advisory, Inc.2,210$80.6K0.03%013F-HRTimeline
Kiker Wealth Management, LLC2,100$76.6K0.05%new13F-HRTimeline
Sterling Capital Management LLC1,826$66.6K<0.01%-1,56113F-HRTimeline
Steward Partners Investment Advisory, L…1,815$66.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,739$63.5K<0.01%+11013F-HRTimelineGroup
Quarry LP1,717$62.7K0.02%+1,70913F-HRTimeline
PFG Private Wealth Management, LLC1,631$59.5K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,360$49.6K<0.01%+60213F-HRTimeline
Prestige Wealth Management Group LLC1,333$48.8K0.01%013F-HR/ATimeline
Smithfield Trust Co1,249$46K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,220$44.5K<0.01%-32013F-HRTimeline
Silicon Valley Capital Partners1,203$43.3K0.01%+1013F-HRTimeline
Archer Investment Corp1,114$40.6K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,100$40.1K0.01%-36213F-HRTimeline
Tradewinds Capital Management, LLC1,000$36.5K0.01%013F-HRTimeline
Transce3nd, LLC989$36.1K0.02%-13,64613F-HRTimeline
Hexagon Capital Partners LLC967$35.3K0.01%013F-HRTimeline
Kozak & Associates, Inc.966$34.3K0.01%+813F-HRTimeline
CoreCap Advisors, LLC896$32.7K<0.01%013F-HRTimeline
CX Institutional833$30K<0.01%new13F-HRTimeline
V-Square Quantitative Management LLC749$27.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…732$26.7K<0.01%+32113F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.716$26.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC624$22.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc605$22.1K<0.01%-40213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P616$22K<0.01%+3213F-HRTimelineGroup
Parallel Advisors, LLC570$20.8K<0.01%+55113F-HRTimeline
True Wealth Design, LLC560$20.4K0.01%+513F-HRTimeline
IFP Advisors, Inc454$19.9K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.510$18.6K0.01%-10013F-HRTimeline
Versant Capital Management, Inc476$17.4K<0.01%+37913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.465$17K<0.01%+1913F-HRTimelineGroup
UMB Bank, n.a.445$16.2K<0.01%+12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMPLEX TRADING, LLC453$16K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…427$15.6K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV426$15.6K<0.01%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC366$13K<0.01%-1813F-HRTimelineGroup
Arax Advisory Partners315$11.5K<0.01%+30613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …308$11.2K<0.01%13F-HRTimelineGroup
DANSKE BANK A/S300$10.9K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC300$10.9K<0.01%013F-HRTimeline
Covestor Ltd269$10K0.01%+113F-HRTimeline
Valued Wealth Advisors LLC222$8.12K<0.01%-7613F-HRTimeline
North Capital, Inc.217$7.92K0.01%13F-HRTimeline
Abound Wealth Management210$7.65K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.162$5.91K<0.01%new13F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.124$4.53K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD124$4.53K<0.01%013F-HRTimeline
SIGNATUREFD, LLC109$3.98K<0.01%+7313F-HRTimeline
VSM Wealth Advisory, LLC105$3.84K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC76$2.73K<0.01%-11613F-HRTimeline
SITTNER & NELSON, LLC70$2.55K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust60$2.19K<0.01%+5313F-HRTimeline
Lindbrook Capital, LLC60$2.19K<0.01%+1313F-HRTimeline
Bare Financial Services, Inc44$1.61K<0.01%new13F-HRTimeline
GeoWealth Management, LLC41$1.5K<0.01%-26613F-HRTimeline
Farther Finance Advisors, LLC35$1.29K<0.01%013F-HRTimeline
Brooklyn Investment Group27$986<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23$839<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC20$730<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc17$621<0.01%013F-HRTimeline
Dunhill Financial, LLC8$294<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$35<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$30<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10,55813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewSquare Capital LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
FWL INVESTMENT MANAGEMENT, LLC0$00%-90013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.