Skip to content
Disclosery

PECO PHILLIPS EDISON & CO INC

Follow

REIT (common), issuer CIK 1476204

414 managers (421 13F filers) reported a position in PECO shares at 2025-06-30, 108,067,387 shares in all. 46 filers opened a position and 32 filers sold out during the quarter.

Managers
414
13F filers
421
New
46
Added
161
Reduced
132
Sold out
32
Shares held by filers
108,067,387

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INCEPTIONR LLC18,734$656K0.15%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…18,654$653K<0.01%-7,85413F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP18,610$652K0.03%-145,75813F-HRTimeline
Lakeridge Wealth Management LLC18,158$636K0.29%-4,12913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,037$632K0.05%013F-HRTimeline
Curi Capital, LLC17,714$622K0.01%-4,49513F-HRTimeline
Sage Capital Management, LLC17,021$596K0.29%+6513F-HRTimeline
Neo Ivy Capital Management16,659$584K0.19%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,478$577K0.02%-17,00213F-HRTimelineGroup
Van Cleef Asset Management,Inc15,700$550K0.06%013F-HRTimeline
CIBC WORLD MARKETS CORP15,569$545K<0.01%-11,67813F-HRTimeline
Sequoia Financial Advisors, LLC15,294$536K<0.01%-1,47113F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,010$526K0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC14,896$522K0.01%-3,25513F-HRTimelineGroup
Horizon Investments, LLC14,911$521K0.01%new13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd14,360$503K0.01%-1,10013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,317$502K<0.01%-3,84113F-HRTimelineGroup
Well Done, LLC14,009$491K0.09%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,885$486K0.01%+10,35513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL13,879$486K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,751$482K<0.01%013F-HRTimeline
LDR Capital Management LLC13,675$479K0.62%new13F-HRTimeline
Independent Advisor Alliance13,280$465K0.01%+1,30713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,507$438K<0.01%+4,14413F-HRTimelineGroup
EP Wealth Advisors, LLC12,444$436K<0.01%+2,96513F-HRTimeline
BlueChip Wealth Advisors LLC12,298$431K0.19%-5,19213F-HRTimeline
Quantinno Capital Management LP12,248$429K<0.01%+4,47813F-HRTimeline
Apeiron RIA LLC12,186$427K0.11%-70713F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,056$422K0.01%+5,52913F-HRTimeline
Catalina Capital Group, LLC11,891$417K0.28%-28713F-HRTimeline
Beacon Capital Management, LLC11,853$415K0.06%-1,30613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,628$407K0.01%-93813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,491$403K<0.01%-1,09713F-HRTimelineGroup
Hardy Reed LLC11,489$402K0.03%013F-HRTimeline
Cadence Bank11,489$402K0.03%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC11,419$400K0.23%+43313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,252$394K0.06%-2,76013F-HRTimeline
Capital Asset Advisory Services LLC11,147$392K0.02%-2,04213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,147$390K0.01%-2,04213F-HRTimeline
Kovack Advisors, Inc.11,147$390K0.04%-30013F-HRTimeline
Hendershot Investments Inc.11,021$386K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,948$383K<0.01%+1,73313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,843$380K0.01%+3213F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP10,790$378K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC10,731$376K0.04%013F-HRTimeline
Sigma Planning Corp10,590$371K0.01%-10513F-HRTimeline
Henshaw Capital LLC10,239$359K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,103$354K<0.01%+1,03013F-HR/ATimelineGroup
SageView Advisory Group, LLC10,280$352K0.01%-72413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,012$351K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC9,987$350K<0.01%-7,97313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,977$349K<0.01%013F-HRTimelineGroup
XPONANCE LLC9,813$344K<0.01%+53713F-HRTimeline
Hibernia Wealth Partners, LLC9,662$338K0.12%new13F-HRTimeline
DRW Securities, LLC9,569$335K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,537$334K<0.01%-43813F-HRTimeline
EntryPoint Capital, LLC9,486$332K0.17%+3,19613F-HRTimeline
Aster Capital Management (DIFC) Ltd9,470$332K0.08%+7,02413F-HRTimeline
Financial Partners Group, Inc9,355$328K0.05%-15,18913F-HRTimeline
Ellevest, Inc.9,308$326K0.05%+1213F-HRTimeline
Aspen Grove Capital, LLC9,251$325K0.06%013F-HRTimeline
Raleigh Capital Management Inc.9,057$317K0.13%+9313F-HRTimeline
Longboard Asset Management, LP9,055$317K0.79%new13F-HRTimeline
Provident Investment Management, Inc.9,000$315K0.03%new13F-HRTimeline
Waldron Private Wealth LLC8,970$315K0.01%013F-HRTimeline
Vanderbilt University8,819$309K0.06%new13F-HRTimeline
First Heartland Consultants, Inc.8,734$306K0.03%013F-HRTimeline
CIBC Asset Management Inc8,646$303K<0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP8,618$302K<0.01%+25213F-HRTimeline
Kure Advisory, LLC8,585$301K0.2%+913F-HR/ATimeline
PITTENGER & ANDERSON INC8,372$293K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,317$291K<0.01%-48,24613F-HRTimelineGroup
Peak Asset Management, LLC8,214$288K0.05%013F-HRTimeline
Global Wealth Management Investment Adv…8,145$285K0.05%+1,20013F-HRTimeline
Ignite Planners, LLC8,162$285K0.05%-44413F-HR/ATimeline
Integrated Wealth Concepts LLC8,088$283K<0.01%-1,03113F-HRTimeline
BRIGHTON JONES LLC7,958$279K0.01%new13F-HRTimeline
Castleview Partners, LLC7,939$278K0.18%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,907$277K<0.01%+1,90713F-HR/ATimelineGroup
Foundations Investment Advisors, LLC7,772$272K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7,768$272K0.02%013F-HRTimeline
LaSalle St. Investment Advisors, LLC7,700$269K0.07%-87713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,667$269K0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group7,540$264K0.02%-5613F-HRTimeline
Medallion Wealth Advisors, LLC7,377$259K0.1%013F-HRTimeline
Sanctuary Advisors, LLC7,265$254K<0.01%+1713F-HRTimeline
Plotkin Financial Advisors, LLC7,173$251K0.14%-13113F-HRTimeline
Dynamic Technology Lab Private Ltd7,150$250K0.03%new13F-HRTimeline
Merit Financial Group, LLC7,118$249K<0.01%+1,25513F-HRTimeline
Federation des caisses Desjardins du Qu…7,104$249K<0.01%new13F-HRTimeline
Advisory Services Network, LLC7,362$249K<0.01%013F-HRTimeline
Advisory Alpha, LLC6,915$242K0.01%+3213F-HRTimeline
RFG Advisory, LLC6,884$241K0.01%-25713F-HRTimeline
Crossmark Global Holdings, Inc.6,820$239K<0.01%+18213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,786$238K0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC6,775$237K0.01%-1,99413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,638$233K0.03%013F-HRTimeline
Sound Income Strategies, LLC6,656$233K0.01%-2,78513F-HRTimeline
NFSG Corp6,327$222K0.04%-5713F-HRTimeline
WORLD EQUITY GROUP, INC.6,293$220K0.06%+35713F-HRTimeline
Canton Hathaway, LLC6,274$220K0.04%013F-HRTimeline
Plan A Wealth LLC6,254$219K0.12%013F-HRTimeline
Three Bridge Wealth Advisors, LLC6,231$219K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,194$217K<0.01%-7513F-HR/ATimelineGroup
BARLOW WEALTH PARTNERS, LLC6,086$213K0.03%+5313F-HRTimeline
Koss-Olinger Consulting, LLC6,087$213K0.02%013F-HRTimeline
Global Assets Advisory, LLC6,053$213K0.08%new13F-HRTimeline
Private Advisor Group, LLC6,047$212K<0.01%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,977$209K<0.01%+19213F-HRTimelineGroup
Advisory Resource Group5,914$207K0.04%013F-HRTimeline
Accurate Wealth Management, LLC5,995$207K0.03%-2013F-HRTimeline
GenTrust, LLC5,833$205K0.01%013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,757$202K<0.01%new13F-HRTimeline
Secure Asset Management, LLC5,745$201K0.04%new13F-HRTimeline
PROFUND ADVISORS LLC5,739$201K0.01%+9913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,748$201K<0.01%-1913F-HRTimelineGroup
LexAurum Advisors, LLC5,728$201K0.03%-1,16613F-HRTimeline
AMERIFLEX GROUP, INC.5,687$199K0.1%-13,35813F-HRTimeline
M&G PLCin group M&G PLC5,631$197K<0.01%+56413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,285$185K<0.01%013F-HRTimelineGroup
Financiere des Professionnels - Fonds d…5,124$179K0.01%new13F-HR/ATimeline
GAMMA Investing LLC4,713$165K0.01%+1,61113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,661$163K<0.01%+1,66613F-HRTimelineGroup
Eukles Asset Management4,174$146K0.06%013F-HRTimeline
FIL Ltdin group FIL Ltd4,102$144K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners Inc3,687$129K<0.01%-5,58013F-HRTimeline
Larson Financial Group LLC3,605$126K0.01%+11513F-HRTimeline
KBC Group NVin group KBC Group NV3,606$126K<0.01%-2,02313F-HRTimelineGroup
MCF Advisors LLC3,478$122K0.01%-29813F-HRTimeline
Employees Retirement System of Texas3,458$121K<0.01%-57,71213F-HRTimeline
TSFG, LLC3,458$121K0.02%+3013F-HRTimeline
Advantage Trust Co3,386$119K0.06%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …3,357$118K<0.01%new13F-HRTimelineGroup
State of Wyoming3,136$110K0.01%new13F-HRTimeline
Blue Trust, Inc.3,049$107K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.3,015$106K0.01%new13F-HRTimeline
MAI Capital Management3,000$105K<0.01%013F-HRTimeline
Rossby Financial, LCC3,000$105K0.04%013F-HRTimeline
Sterling Capital Management LLC2,862$100K<0.01%+1,03613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,804$98.2K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC2,605$91.3K0.01%-74513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,604$91.2K<0.01%+86513F-HRTimelineGroup
Global Retirement Partners, LLC2,574$90.2K<0.01%13F-HRTimeline
SYNTAX RESEARCH, INC.2,527$88.5K0.06%013F-HRTimeline
WHITTIER TRUST CO2,500$87.5K<0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,215$77.6K<0.01%-10713F-HRTimeline
Cape Investment Advisory, Inc.2,210$77.4K0.03%013F-HRTimeline
Covestor Ltd2,106$74K0.04%+1,83713F-HRTimeline
Steward Partners Investment Advisory, L…1,500$52.5K<0.01%-31513F-HRTimeline
Kiker Wealth Management, LLC1,400$49K0.03%-70013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,360$47.6K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,333$46.8K0.01%013F-HR/ATimeline
Smithfield Trust Co1,249$44K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,213$42.5K<0.01%+1013F-HRTimeline
POM Investment Strategies, LLC1,156$40.5K0.03%new13F-HRTimeline
HHM Wealth Advisors, LLC1,100$38.5K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,000$35K0.01%013F-HRTimeline
Transce3nd, LLC989$34.6K0.01%013F-HRTimeline
Kozak & Associates, Inc.975$33.7K0.01%+913F-HRTimeline
CoreCap Advisors, LLC896$31.4K<0.01%013F-HRTimeline
CX Institutional833$29K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC794$27.8K<0.01%new13F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P772$27K<0.01%+15613F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.716$25.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC624$21.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc605$21.2K<0.01%013F-HRTimeline
CURIO WEALTH, LLC591$20.7K0.01%+59013F-HRTimeline
Strategic Wealth Partners, Ltd.591$20.7K<0.01%13F-HRTimeline
Parallel Advisors, LLC570$20K<0.01%013F-HRTimeline
True Wealth Design, LLC565$19.8K0.01%+513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…557$19.5K<0.01%-17513F-HRTimelineGroup
UMB Bank, n.a.543$19K<0.01%+9813F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.510$17.9K0.01%013F-HRTimeline
IFP Advisors, Inc457$16K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV430$15.1K<0.01%+413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…427$15K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC407$13.7K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC345$12K<0.01%-10813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.337$12K<0.01%-12813F-HRTimelineGroup
DANSKE BANK A/S300$10.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …300$10.5K<0.01%13F-HRTimelineGroup
Fortis Group Advisors, LLC300$10.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc279$9.77K<0.01%-19713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.216$8K<0.01%+20913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valued Wealth Advisors LLC222$7.79K<0.01%013F-HRTimeline
Bare Financial Services, Inc219$7.67K<0.01%+17513F-HRTimeline
Brooklyn Investment Group217$7.6K<0.01%+19013F-HR/ATimeline
North Capital, Inc.217$7.6K0.01%013F-HRTimeline
Abound Wealth Management210$7.34K<0.01%013F-HRTimeline
NewSquare Capital LLC188$6.59K<0.01%+18813F-HRTimeline
ALERUS FINANCIAL NA166$5.82K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC158$5.54K<0.01%new13F-HRTimeline
Arax Advisory Partners157$5.5K<0.01%-15813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$4.34K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC106$3.72K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC104$3.63K<0.01%+2813F-HRTimeline
Quarry LP98$3.43K<0.01%-1,61913F-HRTimeline
Fortitude Family Office, LLC91$3.19K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC96$3K<0.01%-27013F-HRTimelineGroup
SITTNER & NELSON, LLC70$2.45K<0.01%013F-HRTimeline