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Disclosery

PECO PHILLIPS EDISON & CO INC

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REIT (common), issuer CIK 1476204

395 managers (402 13F filers) reported a position in PECO shares at 2025-09-30, 104,302,078 shares in all. 37 filers opened a position and 51 filers sold out during the quarter.

Managers
395
13F filers
402
New
37
Added
129
Reduced
155
Sold out
51
Shares held by filers
104,302,078

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SILVER OAK SECURITIES, INCORPORATED16,537$568K0.04%-1,50013F-HRTimeline
Horizon Investments, LLC16,047$549K0.01%+1,13613F-HRTimeline
&PARTNERS15,792$542K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15,558$534K0.02%-92013F-HRTimelineGroup
Geneos Wealth Management Inc.15,190$521K0.01%-22,70513F-HRTimeline
Sage Capital Management, LLC15,089$518K0.23%-1,93213F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,995$515K0.03%-1513F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC14,962$514K<0.01%-55,35213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,322$492K<0.01%new13F-HRTimelineGroup
Provident Investment Management, Inc.14,145$486K0.04%+5,14513F-HRTimeline
Well Done, LLC14,009$481K0.08%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…13,751$472K<0.01%013F-HRTimeline
Independent Advisor Alliance13,321$457K0.01%+4113F-HRTimeline
Sequoia Financial Advisors, LLC13,298$457K<0.01%-1,99613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC13,225$454K<0.01%-1,67113F-HRTimelineGroup
Entropy Technologies, LP12,925$444K0.03%-9,45613F-HRTimeline
Catalina Capital Group, LLC11,891$408K0.25%013F-HRTimeline
Apeiron RIA LLC12,080$407K0.09%-10613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,655$400K<0.01%-11,35613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd11,451$393K0.02%new13F-HRTimelineGroup
M Holdings Securities, Inc.11,441$393K0.08%-13,36313F-HRTimeline
A&I FINANCIAL SERVICES, LLC11,419$390K0.19%013F-HRTimeline
OMERS ADMINISTRATION Corp11,300$388K<0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,252$386K0.06%013F-HRTimeline
Capital Asset Advisory Services LLC11,147$383K0.02%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,147$383K0.01%013F-HRTimeline
Kovack Advisors, Inc.11,147$383K0.04%013F-HRTimeline
Hendershot Investments Inc.11,021$378K0.05%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,790$370K0.05%013F-HRTimeline
Beacon Capital Management, LLC10,739$369K0.05%-1,11413F-HRTimeline
MML INVESTORS SERVICES, LLC10,739$369K<0.01%-20913F-HRTimeline
BLAIR WILLIAM & CO/IL10,735$369K<0.01%-3,14413F-HRTimeline
Stonebridge Financial Group, LLC10,731$368K0.03%013F-HRTimeline
Sigma Planning Corp10,696$367K0.01%+10613F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC10,695$367K<0.01%new13F-HRTimeline
Merit Financial Group, LLC10,472$360K<0.01%+3,35413F-HR/ATimeline
SageView Advisory Group, LLC10,385$357K0.01%+10513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,142$348K0.01%-1,48613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,012$344K0.06%013F-HRTimeline
Dynamic Technology Lab Private Ltd9,946$341K0.06%+2,79613F-HRTimeline
XPONANCE LLC9,919$341K<0.01%+10613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,643$331K0.01%-1,20013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,597$329K<0.01%+8,80313F-HRTimelineGroup
Financial Partners Group, Inc9,554$328K0.04%+19913F-HRTimeline
Ellevest, Inc.9,375$322K0.05%+6713F-HRTimeline
OneDigital Investment Advisors LLC9,373$322K<0.01%-61413F-HRTimeline
Aspen Grove Capital, LLC9,305$320K0.05%+5413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,301$319K<0.01%-80213F-HR/ATimelineGroup
TFB Advisors LLC9,345$315K0.09%new13F-HRTimeline
Raleigh Capital Management Inc.9,122$313K0.12%+6513F-HRTimeline
BRIGHTON JONES LLC9,103$313K0.01%+1,14513F-HRTimeline
Curi Capital, LLC9,048$311K0.01%-8,66613F-HRTimeline
Longboard Asset Management, LP9,055$311K0.5%013F-HRTimeline
Graham Capital Management, L.P.8,854$304K0.01%-19,35013F-HRTimeline
First Heartland Consultants, Inc.8,734$300K0.02%013F-HRTimeline
MACKENZIE FINANCIAL CORP8,617$296K<0.01%-113F-HRTimeline
CIBC Asset Management Inc8,497$292K<0.01%-14913F-HRTimeline
PITTENGER & ANDERSON INC8,372$287K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC8,217$282K<0.01%+12913F-HRTimeline
Peak Asset Management, LLC8,214$282K0.05%013F-HRTimeline
Global Wealth Management Investment Adv…8,145$280K0.05%013F-HRTimeline
Ignite Planners, LLC8,121$279K0.05%-4113F-HRTimeline
Aljian Capital Management, LLC8,074$277K0.06%new13F-HRTimeline
BlueChip Wealth Advisors LLC7,937$272K0.12%-4,36113F-HRTimeline
Federation des caisses Desjardins du Qu…7,922$272K<0.01%+81813F-HRTimeline
Castleview Partners, LLC7,909$272K0.15%-3013F-HRTimeline
LANARK FINANCIAL, INC.7,768$267K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,667$263K0.01%013F-HRTimelineGroup
Henshaw Capital LLC7,588$260K0.01%-2,65113F-HRTimeline
Waldron Private Wealth LLC7,525$259K0.01%-1,44513F-HRTimeline
Allworth Financial LP7,540$259K<0.01%-34,26913F-HRTimeline
Rehmann Capital Advisory Group7,540$259K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC7,377$253K0.09%013F-HRTimeline
Sanctuary Advisors, LLC7,370$253K<0.01%+10513F-HR/ATimeline
Sterling Capital Management LLC7,229$248K<0.01%+4,36713F-HRTimeline
Plotkin Financial Advisors, LLC7,173$246K0.12%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,059$243K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,040$241K0.04%-66013F-HRTimeline
Kure Advisory, LLC7,013$241K0.15%-1,57213F-HRTimeline
RFG Advisory, LLC6,861$236K<0.01%-2313F-HRTimeline
Crossmark Global Holdings, Inc.6,820$234K<0.01%013F-HRTimeline
NFSG Corp6,787$233K0.03%+46013F-HRTimeline
IHT Wealth Management, LLC6,786$233K0.01%+1113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,638$229K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC6,613$227K<0.01%-1,15913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,308$217K<0.01%+11413F-HRTimelineGroup
Advisory Alpha, LLC6,416$216K0.01%-49913F-HRTimeline
Plan A Wealth LLC6,272$215K0.11%+1813F-HRTimeline
Private Advisor Group, LLC6,269$215K<0.01%+22213F-HRTimeline
Canton Hathaway, LLC6,274$215K0.04%013F-HRTimeline
Three Bridge Wealth Advisors, LLC6,231$215K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC6,094$209K<0.01%-3,44313F-HRTimeline
Columbus Macro, LLC5,975$205K0.02%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The5,936$204K<0.01%-4113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,936$204K0.05%-35713F-HRTimeline
Advisory Resource Group5,914$203K0.04%013F-HRTimeline
Belpointe Asset Management LLC5,904$203K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC5,995$202K0.03%013F-HRTimeline
GenTrust, LLC5,833$201K0.01%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,833$200K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,550$191K0.01%-8,33513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,354$184K<0.01%+6913F-HRTimelineGroup
FIL Ltdin group FIL Ltd5,255$180K<0.01%+1,15313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.5,204$179K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC5,212$176K0.01%-1,44413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,480$154K<0.01%-18113F-HRTimelineGroup
Eukles Asset Management4,174$143K0.06%013F-HRTimeline
KBC Group NVin group KBC Group NV3,606$124K<0.01%013F-HRTimelineGroup
TSFG, LLC3,489$120K0.02%+3113F-HRTimeline
MCF Advisors LLC3,478$120K0.01%013F-HRTimeline
Employees Retirement System of Texas3,458$119K<0.01%013F-HRTimeline
Larson Financial Group LLC3,463$119K<0.01%-14213F-HRTimeline
Advantage Trust Co3,386$116K0.05%013F-HRTimeline
GAMMA Investing LLC3,321$114K0.01%-1,39213F-HRTimeline
Blue Trust, Inc.3,049$105K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.3,015$104K<0.01%013F-HRTimeline
MAI Capital Management3,000$103K<0.01%013F-HRTimeline
Rossby Financial, LCC3,012$103K0.03%+1213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,914$100K<0.01%-44313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,865$98.4K<0.01%+6113F-HRTimelineGroup
Covestor Ltd2,850$98K0.05%+74413F-HRTimeline
Global Retirement Partners, LLC2,588$88.8K<0.01%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,550$87.5K<0.01%-5413F-HRTimelineGroup
SYNTAX RESEARCH, INC.2,527$86.8K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,512$86.5K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO2,500$84.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC2,420$83.1K<0.01%-4,94213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,085$71.6K<0.01%-13013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,003$68.8K0.01%new13F-HRTimeline
Caitong International Asset Management …1,529$52.5K0.04%+1,50713F-HRTimeline
Steward Partners Investment Advisory, L…1,500$51.5K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,363$46.8K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC1,333$45.9K0.01%013F-HR/ATimeline
Quantbot Technologies LP1,257$43.2K<0.01%new13F-HRTimeline
Smithfield Trust Co1,249$43K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,224$42K<0.01%+1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,119$38K<0.01%+90313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,076$37.1K<0.01%+1,03613F-HRTimelineGroup
Tradewinds Capital Management, LLC1,000$34.3K0.01%013F-HRTimeline
Kozak & Associates, Inc.987$33.8K0.01%+1213F-HRTimeline
CoreCap Advisors, LLC896$30.8K<0.01%013F-HRTimeline
CX Institutional833$29K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC705$28.3K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC750$25.7K<0.01%-35013F-HRTimeline
Parallel Advisors, LLC747$25.6K<0.01%+17713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P734$25.2K<0.01%-3813F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.716$24.6K0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd677$23.2K0.01%-8,79313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC624$21.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc605$20.8K<0.01%013F-HRTimeline
CURIO WEALTH, LLC591$20.3K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.591$20.3K<0.01%013F-HRTimeline
Quarry LP577$19.8K<0.01%+47913F-HRTimeline
True Wealth Design, LLC570$19.6K0.01%+513F-HRTimeline
UMB Bank, n.a.544$18.7K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$17.8K<0.01%-3913F-HRTimelineGroup
Smartleaf Asset Management LLC468$16K<0.01%+36413F-HRTimeline
IFP Advisors, Inc437$15K<0.01%-2013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…427$14.7K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.410$14.1K0.01%-10013F-HRTimeline
FIRST HORIZON CORP407$14K<0.01%13F-HRTimeline
Arax Advisory Partners348$11.9K<0.01%+19113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV334$11.5K<0.01%-9613F-HRTimeline
DANSKE BANK A/S300$10.3K<0.01%013F-HR/ATimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …300$10.3K<0.01%13F-HRTimelineGroup
Fortis Group Advisors, LLC300$10.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC310$10K<0.01%+21413F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.267$9.17K<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC220$7.57K<0.01%-213F-HRTimeline
North Capital, Inc.217$7.45K0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.207$7.11K<0.01%new13F-HRTimelineGroup
Essential Partners LLC173$5.94K<0.01%+14513F-HRTimeline
ALERUS FINANCIAL NA166$5.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC166$5.7K<0.01%+9713F-HRTimeline
Clearstead Advisors, LLC158$5.42K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.155$5.32K<0.01%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.155$5K<0.01%-18213F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD113$3.88K<0.01%-1113F-HRTimeline
VSM Wealth Advisory, LLC107$3.67K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC73$2.51K<0.01%+5513F-HRTimeline
SITTNER & NELSON, LLC70$2.4K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC63$2.16K<0.01%new13F-HRTimeline
T. Rowe Price Investment Management, In…49$2K<0.01%new13F-HRTimeline
Bare Financial Services, Inc44$1.51K<0.01%-17513F-HRTimeline
Parkside Financial Bank & Trust29$996<0.01%-3013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK23$789<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC21$721<0.01%013F-HRTimeline
Bell Investment Advisors, Inc17$584<0.01%013F-HRTimeline
Rialto Wealth Management, LLC15$515<0.01%new13F-HRTimeline
Fortitude Family Office, LLC14$481<0.01%-7713F-HRTimeline
Abound Wealth Management9$309<0.01%-20113F-HRTimeline
Tortoise Investment Management, LLC1$34<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$34<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$29<0.01%013F-HRTimeline
Avion Wealth15$00%new13F-HRTimelineValue filed as zero, left out of ratios.