Public record / Tickers / PECO

PECO — Phillips Edison & Company, Inc.

Both disclosure regimes on one name: who in Congress filed about PECO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming PECO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
362
top-362 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every PECO row by the provable lower bound, never a point estimate.

No member disclosed PECO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PECO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PECO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in PECO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed PECO in the trailing 12 months.

Congress ↔ notable managers · PECO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Caxton Associates $1.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PHILLIPS EDISON & CO INC

Merged timeline of congressional filings and notable-manager moves on PECO
DateWhoChangeSize
2026-05-14Caxton Associates 13Ftrim−16,007 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PECO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$825M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$520M1
3STATE STREET CORP$268M1
4VANGUARD CAPITAL MANAGEMENT LLC$213M1
5WELLINGTON MANAGEMENT GROUP LLP$195M1
6FMR LLC$155M1
7CANADA PENSION PLAN INVESTMENT BOARD$123M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$88.4M1
9DIMENSIONAL FUND ADVISORS LP$71.1M1
10DUFF & PHELPS INVESTMENT MANAGEMENT CO$67.4M1
11Engineers Gate Manager LP$65.7M1
12NORTHERN TRUST CORP$55.8M1
13Nuveen, LLC$37.2M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$36.6M1
15AMERICAN CENTURY COMPANIES INC$35.9M1
16MORGAN STANLEY$35.4M1
17Hudson Bay Capital Management LP$34.1M1
18VANGUARD FIDUCIARY TRUST CO$30.9M1
19Legal & General Group Plc$30.4M1
20BALYASNY ASSET MANAGEMENT L.P.$26.4M1
21Cetera Investment Advisers$24.6M1
22Janus Henderson Group Ltd.$23.0M1
23PRINCIPAL FINANCIAL GROUP INC$22.9M1
24BANK OF AMERICA CORP /DE/$20.7M1
25PUBLIC SECTOR PENSION INVESTMENT BOARD$18.3M1
26UBS Group AG$18.1M1
27ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18.1M1
28Invesco Ltd.$17.3M1
29ADAGE CAPITAL PARTNERS GP, L.L.C.$16.8M1
30RENAISSANCE TECHNOLOGIES LLC$14.7M1
31Sophron Capital Management L.P.$14.4M1
32DEUTSCHE BANK AG\$13.8M1
33LPL Financial LLC$12.9M1
34Qube Research & Technologies Ltd$12.0M1
35B&I Capital AG$10.4M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.8M1
37HSBC HOLDINGS PLC$9.7M1
38Swiss National Bank$9.3M1
39Verition Fund Management LLC$8.8M1
40NORDEA INVESTMENT MANAGEMENT AB$8.6M1
41Asset Management One Co., Ltd.$8.5M1
42OSAIC HOLDINGS, INC.$7.7M1
43NOMURA ASSET MANAGEMENT CO LTD$7.2M1
44AQR CAPITAL MANAGEMENT LLC$7.2M1
45Mariner, LLC$7.0M1
46STATE OF WISCONSIN INVESTMENT BOARD$6.9M1
47ALLIANCEBERNSTEIN L.P.$6.5M1
48SEI INVESTMENTS CO$6.3M1
49CITIGROUP INC$6.2M1
50J.W. COLE ADVISORS, INC.$6.0M1
51RAYMOND JAMES FINANCIAL INC$5.1M1
52McAdam, LLC$5.1M1
53ExodusPoint Capital Management, LP$4.9M1
54PRUDENTIAL FINANCIAL INC$4.9M1
55COMMONWEALTH EQUITY SERVICES, LLC$4.8M1
56Aberdeen Group plc$4.5M1
57FIRST TRUST ADVISORS LP$4.5M1
58MILLENNIUM MANAGEMENT LLC$4.4M1
59Vanguard Investments Australia, Ltd.$4.3M1
60Zurcher Kantonalbank (Zurich Cantonalbank)$4.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$4.2M1
62CITADEL ADVISORS LLC$4.2M1
63D. E. Shaw & Co., Inc.$4.1M1
64Quantinno Capital Management LP$3.9M1
65MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.8M1
66Mitsubishi UFJ Asset Management Co., Ltd.$3.8M1
67Modern Wealth Management, LLC$3.7M1
68Allianz Asset Management GmbH$3.6M1
69Amundi$3.5M1
70Kestra Advisory Services, LLC$3.4M1
71MACQUARIE GROUP LTD$3.4M1
72COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.3M1
73Creative Planning$3.2M1
74Corient Private Wealth LLC$3.0M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$3.0M1
76INDEPENDENT FINANCIAL GROUP, LLC$2.9M1
77JANE STREET GROUP, LLC$2.7M1
78MONEY CONCEPTS CAPITAL CORP$2.6M1
79Illinois Municipal Retirement Fund$2.4M1
80VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.4M1
81Cerity Partners LLC$2.3M1
82Vert Asset Management LLC$2.3M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.3M1
84EXCHANGE TRADED CONCEPTS, LLC$2.2M1
85MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
86State of New Jersey Common Pension Fund D$2.2M1
87WELLS FARGO & COMPANY/MN$2.2M1
88NewEdge Advisors, LLC$2.2M1
89Alyeska Investment Group, L.P.$2.1M1
90Resona Asset Management Co.,Ltd.$2.1M1
91Point72 Asset Management, L.P.$2.1M1
92Squarepoint Ops LLC$2.0M1
93WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
94Vanguard Global Advisers, LLC$1.9M1
95Daiwa Securities Group Inc.$1.9M1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
97Y-Intercept (Hong Kong) Ltd$1.8M1
98TEACHER RETIREMENT SYSTEM OF TEXAS$1.8M1
99Holocene Advisors, LP$1.8M1
100ROYAL BANK OF CANADA$1.7M1
101AE Wealth Management LLC$1.7M1
102Stratos Wealth Partners, LTD.$1.7M1
103Susquehanna Portfolio Strategies, LLC$1.7M1
104MERCER GLOBAL ADVISORS INC /ADV$1.7M1
105HighTower Advisors, LLC$1.7M1
106MACKENZIE FINANCIAL CORP$1.6M1
107Integrated Advisors Network LLC$1.6M1
108CAXTON ASSOCIATES LLP$1.6M1
109EARNED WEALTH ADVISORS, LLC$1.6M1
110LAZARD ASSET MANAGEMENT LLC$1.6M1
111Outlook Wealth Advisors, LLC$1.6M1
112HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
113NEW YORK STATE COMMON RETIREMENT FUND$1.5M1
114Ameritas Advisory Services, LLC$1.5M1
115&PARTNERS$1.5M1
116BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
117FRANKLIN RESOURCES INC$1.5M1
118CALTON & ASSOCIATES, INC.$1.4M1
119Odyssean, LLC$1.4M1
120DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M1
121Accel Wealth Management$1.4M1
122Cooper Financial Group$1.4M1
123Waverly Advisors, LLC$1.3M1
124Arizona State Retirement System$1.3M1
125FIRST FOUNDATION ADVISORS$1.3M1
126FIFTH THIRD BANCORP$1.3M1
127VOYA INVESTMENT MANAGEMENT LLC$1.3M1
128STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
129Koshinski Asset Management, Inc.$1.2M1
130Mutual Advisors, LLC$1.2M1
131Metis Global Partners, LLC$1.2M1
132Sumitomo Mitsui DS Asset Management Company, Ltd$1.1M1
133Provident Investment Management, Inc.$1.1M1
134SummitTX Capital, L.P.$1.1M1
135PFG Investments, LLC$1.1M1
136Focus Partners Wealth$1.1M1
137OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
138INTECH INVESTMENT MANAGEMENT LLC$1.0M1
139KLP KAPITALFORVALTNING AS$1.0M1
140Foresight Group Ltd Liability Partnership$1.0M1
141MARS JEWETT FINANCIAL GROUP, INC.$1.0M1
142CWM, LLC$997K1
143New Age Alpha Advisors, LLC$990K1
144UniSuper Management Pty Ltd$980K1
145INCEPTIONR LLC$957K1
146Headlands Technologies LLC$957K1
147Blankinship & Foster, LLC$956K1
148Schonfeld Strategic Advisors LLC$947K1
149Advisor OS, LLC$901K1
150Brookstone Capital Management$895K1
151CERTIOR FINANCIAL GROUP, LLC$893K1
152Perbak Capital Partners LLP$854K1
153RMR Wealth Builders$790K1
154Avior Wealth Management, LLC$786K1
155LOS ANGELES CAPITAL MANAGEMENT LLC$774K1
156IFM Investors Pty Ltd$767K1
157Pictet Asset Management Holding SA$755K1
158NISSAY ASSET MANAGEMENT CORP /JAPAN$749K1
159ProShare Advisors LLC$735K1
160Cresset Asset Management, LLC$723K1
161Maryland State Retirement & Pension System$686K1
162AMERIFLEX GROUP, INC.$672K1
163ENVESTNET ASSET MANAGEMENT INC$672K1
164Ducere Wealth Management LLC$657K1
165Lakeridge Wealth Management LLC$643K1
166Cambria Investment Management, L.P.$632K1
167Dynamic Technology Lab Private Ltd$624K1
168CIBC Bancorp USA Inc.$619K1
169BLAIR WILLIAM & CO/IL$614K1
170SILVER OAK SECURITIES, INCORPORATED$608K1
171TD ASSET MANAGEMENT INC$606K1
172Sequoia Financial Advisors, LLC$580K1
173Federation des caisses Desjardins du Quebec$571K1
174Sage Capital Management, LLC$568K1
175Orion Porfolio Solutions, LLC$554K1
176JACOBS LEVY EQUITY MANAGEMENT, INC$542K1
177Dynamic Financial Group$539K1
178Independent Advisor Alliance$536K1
179ASSETMARK, INC$534K1
180TCP Asset Management, LLC$497K1
181Vident Advisory, LLC$475K1
182Ensign Peak Advisors, Inc$473K1
183BANK OF MONTREAL /CAN/$469K1
184M&T BANK CORP$458K1
185XPONANCE LLC$447K1
186Catalina Capital Group, LLC$440K1
187Fieldview Capital Management, LLC$432K1
188Apeiron RIA LLC$422K1
189EP Wealth Advisors, LLC$418K1
190Hendershot Investments Inc.$412K1
191Integrated Wealth Concepts LLC$409K1
192Vivaldi Capital Management LP$405K1
193Stonebridge Financial Group, LLC$402K1
194JOURNEY STRATEGIC WEALTH LLC$384K1
195Capital Asset Advisory Services LLC$381K1
196Kovack Advisors, Inc.$375K1
197Hibernia Wealth Partners, LLC$369K1
198Sigma Planning Corp$366K1
199Wealthcare Advisory Partners LLC$363K1
200A&I FINANCIAL SERVICES, LLC$363K1
201FOX RUN MANAGEMENT, L.L.C.$358K1
202Aspen Grove Capital, LLC$356K1
203Tower Research Capital LLC (TRC)$355K1
204Merit Financial Group, LLC$351K1
205OneDigital Investment Advisors LLC$348K1
206Raleigh Capital Management Inc.$348K1
207ACORN FINANCIAL ADVISORY SERVICES INC /ADV$347K1
208MML INVESTORS SERVICES, LLC$318K1
209PITTENGER & ANDERSON INC$313K1
210Peak Asset Management, LLC$307K1
211Aljian Capital Management, LLC$302K1
212EASTERLY INVESTMENT PARTNERS LLC$298K1
213Allworth Financial LP$298K1
214BlueChip Wealth Advisors LLC$297K1
215Sanctuary Advisors, LLC$284K1
216EntryPoint Capital, LLC$282K1
217Rehmann Capital Advisory Group$282K1
218Ignite Planners, LLC$282K1
219Castleview Partners, LLC$281K1
220Lombard Odier Asset Management (USA) Corp$280K1
221INTEGRATED WEALTHCARE, LLC$279K1
222CIBC Asset Management Inc$278K1
223XTX Topco Ltd$275K1
224Swiss Life Asset Management Ltd$268K1
225Laird Norton Wetherby Trust Company, LLC$266K1
226Kure Advisory, LLC$263K1
227Procyon Advisors, LLC$262K1
228IHT Wealth Management, LLC$257K1
229Crossmark Global Holdings, Inc.$255K1
230Global Wealth Management Investment Advisory, Inc.$249K1
231JMN Financial LLC$249K1
232Savant Capital, LLC$248K1
233Southern Financial Group, LLC$241K1
234Curi Capital, LLC$241K1
235Empowered Funds, LLC$241K1
236Plan A Wealth LLC$239K1
237RFG Advisory, LLC$236K1
238NFSG Corp$236K1
239Medallion Wealth Advisors, LLC$235K1
240Three Bridge Wealth Advisors, LLC$234K1
241EVERGREEN CAPITAL MANAGEMENT LLC$230K1
242MAI Capital Management$228K1
243MCF Advisors LLC$226K1
244PROFUND ADVISORS LLC$225K1
245Advisory Resource Group$221K1
246GenTrust, LLC$219K1
247FOUNDATIONS INVESTMENT ADVISORS, LLC$216K1
248EPG Wealth Management LLC$214K1
249Clark Capital Management Group, Inc.$212K1
250INTEGRITY ALLIANCE, LLC.$210K1
251Norinchukin Bank, The$209K1
252Larry Mathis Financial Planning, LLC$207K1
253C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$203K1
254Vanguard Personalized Indexing Management, LLC$202K1
255Beacon Pointe Advisors, LLC$200K1
256BNP Paribas Asset Management Holding S.A.$176K1
257US BANCORP \DE\$160K1
258Eukles Asset Management$156K1
259Bayforest Capital Ltd$148K1
260NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$144K1
261Advantage Trust Co$127K1
262FIL Ltd$124K1
263Larson Financial Group LLC$121K1
264Triumph Capital Management$112K1
265Destiny Wealth Partners, LLC$110K1
266Pinnacle Wealth Planning Services, Inc.$107K1
267Rockefeller Capital Management L.P.$105K1
268Strive Financial Group ,LLC$105K1
269Mirae Asset Global Investments Co., Ltd.$97.0K1
270UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$96.5K1
271SYNTAX RESEARCH, INC.$94.6K1
272Cassaday & Co Wealth Management LLC$80.5K1
273INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$73.1K1
274Signature Equity Partners, LLC$70.7K1
275Steward Partners Investment Advisory, LLC$55.3K1
276PROSPERITY BANCSHARES INC$52.2K1
277Global Assets Advisory, LLC$51.7K1
278QUADRANT CAPITAL GROUP LLC$50.4K1
279Prestige Wealth Management Group LLC$50.0K1
280DANSKE BANK A/S$48.6K1
281Smartleaf Asset Management LLC$42.2K1
282Tradewinds Capital Management, LLC$37.4K1
283Kemnay Advisory Services Inc.$36.2K1
284Beacon Capital Management, Inc.$34.9K1
285UMB Bank, n.a.$33.5K1
286Jackson, Grant Investment Advisers, Inc.$26.8K1
287True Wealth Design, LLC$23.8K1
288Clearstead Advisors, LLC$23.8K1
289SIGNATUREFD, LLC$12.0K1
290ALGERT GLOBAL LLC$11.0K1
291Aster Capital Management (DIFC) Ltd$9.5K1
292ALERUS FINANCIAL NA$6.2K1
293Valued Wealth Advisors LLC$5.6K1
294State of Alaska, Department of Revenue$4.9K1
295VSM Wealth Advisory, LLC$4.1K1
296THRIVENT FINANCIAL FOR LUTHERANS$3.9K1
297Arax Advisory Partners$3.0K1
298FARMERS & MERCHANTS INVESTMENTS INC$2.7K1
299SITTNER & NELSON, LLC$2.6K1
300CENTAURUS FINANCIAL, INC.$2.4K1
301Physician Wealth Advisors, Inc.$2.3K1
302Kilter Group LLC$2.0K1
303Parkside Financial Bank & Trust$1.8K1
304VAN ECK ASSOCIATES CORP$1.3K1
305Rialto Wealth Management, LLC$1.1K1
306DekaBank Deutsche Girozentrale$1.1K1
307Blue Trust, Inc.$9731
308Vestcor Inc$9271
309M Holdings Securities, Inc.$7871
310GILPIN WEALTH MANAGEMENT, LLC$7111
311Bell Investment Advisors, Inc$6371
312Pensionfund PDN$5991
313Ankerstar Wealth, LLC$5631
314FINANCIAL CONSULATE, INC$5241
315GSA CAPITAL PARTNERS LLP$4431
316HRT FINANCIAL LP$3801
317Pensionfund Sabic$2991
318GHP Investment Advisors, Inc.$1501
319KBC Group NV$1351
320Employees Retirement System of Texas$1291
321Smithfield Trust Co$471
322HUNTINGTON NATIONAL BANK$371
323Caitong International Asset Management Co., Ltd$371
324Avion Wealth$11
325JENNISON ASSOCIATES LLC$01
326VANGUARD GROUP INC$01
327HARBOUR INVESTMENTS, INC.$01
328COMERICA BANK$01
329VIRGINIA RETIREMENT SYSTEMS ET Al$01
330CIBC WORLD MARKETS CORP$01
331CIBC Private Wealth Group LLC$01
332NORGES BANK$01
333SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
334TWO SIGMA SECURITIES, LLC$01
335Johnson Financial Group, Inc.$01
336Transamerica Financial Advisors, LLC$01
337Granite Investment Partners, LLC$01
338Advisory Alpha, LLC$01
339Waldron Private Wealth LLC$01
340Arete Wealth Advisors, LLC$01
341Lighthouse Investment Partners, LLC$01
342Ausdal Financial Partners, Inc.$01
343Columbus Macro, LLC$01
344Financial Partners Group, Inc$01
345CreativeOne Wealth, LLC$01
346Financial Gravity Asset Management, Inc.$01
347Global Retirement Partners, LLC$01
348HHM Wealth Advisors, LLC$01
349Vanderbilt University$01
350Coppell Advisory Solutions LLC$01
351TUCKER ASSET MANAGEMENT LLC$01
352AlphaQuest LLC$01
353AXXCESS WEALTH MANAGEMENT, LLC$01
354SageView Advisory Group, LLC$01
355Dunhill Financial, LLC$01
356Abound Wealth Management$01
357TFB Advisors LLC$01
358Quarry LP$01
359Polymer Capital Management (US) LLC$01
360Jain Global LLC$01
361VARCOV Co.$01
362Godfrey Financial Associates, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 362 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PECO

RETAINED WINDOW · ACTIVE HITS

Zero hits on PECO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PECO · financials and macro

Financials — as filed PLANNED

PECO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PECO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing