PECO — Phillips Edison & Company, Inc.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
3
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
09-12
2025-09-12
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
0
every row filed inside 45 days
13F holders
362
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 3Institutional 362

Congress · disclosure timeline

By trade date · 24 months · 2 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in PECO

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed PECO in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 3 rows ↗
Latest congressional filings mentioning PECO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$15K–$50K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of PECO for quarter 2026-03-31, 1–25 of 362 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$825M1
derived ·§ EDGAR ↗
2VANGUARD PORTFOLIO MANAGEMENT LLC$520M1
derived ·§ EDGAR ↗
3STATE STREET CORP$268M1
derived ·§ EDGAR ↗
4VANGUARD CAPITAL MANAGEMENT LLC$213M1
derived ·§ EDGAR ↗
5WELLINGTON MANAGEMENT GROUP LLP$195M1
derived ·§ EDGAR ↗
6FMR LLC$155M1
derived ·§ EDGAR ↗
7CANADA PENSION PLAN INVESTMENT BOARD$123M1
derived ·§ EDGAR ↗
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$88.4M1
derived ·§ EDGAR ↗
9DIMENSIONAL FUND ADVISORS LP$71.1M1
derived ·§ EDGAR ↗
10DUFF & PHELPS INVESTMENT MANAGEMENT CO$67.4M1
derived ·§ EDGAR ↗
11Engineers Gate Manager LP$65.7M1
derived ·§ EDGAR ↗
12NORTHERN TRUST CORP$55.8M1
derived ·§ EDGAR ↗
13Nuveen, LLC$37.2M1
derived ·§ EDGAR ↗
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$36.6M1
derived ·§ EDGAR ↗
15AMERICAN CENTURY COMPANIES INC$35.9M1
derived ·§ EDGAR ↗
16MORGAN STANLEY$35.4M1
derived ·§ EDGAR ↗
17Hudson Bay Capital Management LP$34.1M1
derived ·§ EDGAR ↗
18VANGUARD FIDUCIARY TRUST CO$30.9M1
derived ·§ EDGAR ↗
19Legal & General Group Plc$30.4M1
derived ·§ EDGAR ↗
20BALYASNY ASSET MANAGEMENT L.P.$26.4M1
derived ·§ EDGAR ↗
21Cetera Investment Advisers$24.6M1
derived ·§ EDGAR ↗
22Janus Henderson Group Ltd.$23.0M1
derived ·§ EDGAR ↗
23PRINCIPAL FINANCIAL GROUP INC$22.9M1
derived ·§ EDGAR ↗
24BANK OF AMERICA CORP /DE/$20.7M1
derived ·§ EDGAR ↗
25PUBLIC SECTOR PENSION INVESTMENT BOARD$18.3M1
derived ·§ EDGAR ↗
Show all 362 holders
Truncated by Public Filings. All 324 13F filers reporting this share class are listed. Method ↗

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

Congress ↔ notable managers · PECO

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe 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.