PECO
Phillips Edison & Company, Inc.Company with tickers: PECO
Market Cap
$5.86B
Shares Outstanding
126,000,000
CIK
1476204
CUSIP
71844V201
13F Activity (30d)
29 filings
5 filers
Website
Visit website
Investor Relations
Investor relations
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding PECO
287 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 7,554,549 | $282,691,224 | 0.31% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 4,002,244 | $149,763,970 | 0.01% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 3,105,498 | $116,207,735 | 0.16% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 2,900,248 | $108,527,280 | 0.07% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 1,403,544 | $52,520,616 | 0.06% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 1,139,036 | $42,622,727 | 0.31% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 923,509 | $34,557,707 | 0.06% | Long | 2026-03-31 | |
| Schwab U.S. REIT ETF | — | 870,465 | $34,191,865 | 0.35% | Long | 2026-02-28 | |
| iShares Russell 2000 Value ETF | — | 893,462 | $33,433,348 | 0.27% | Long | 2026-03-31 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 841,838 | $31,501,578 | 0.33% | Long | 2026-03-31 | |
| Nomura Small Cap Core Fund | — | 785,961 | $30,872,548 | 0.54% | Long | 2026-02-27 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 813,176 | $30,429,046 | 0.08% | Long | 2026-03-31 | |
| Fidelity Enhanced Small Cap ETF | — | 748,316 | $28,001,985 | 0.68% | Long | 2026-03-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 682,541 | $27,414,259 | 0.39% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 654,946 | $25,726,279 | 0.06% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 625,891 | $24,584,998 | 0.16% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 609,484 | $23,940,532 | 0.12% | Long | 2026-02-28 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 629,513 | $23,556,376 | 0.36% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC EQUITY FUND | — | 578,055 | $21,630,818 | 0.21% | Long | 2026-03-31 | |
| Janus Henderson Small Cap Value Fund | — | 560,470 | $20,972,787 | 1.81% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 515,855 | $19,303,294 | 0.25% | Long | 2026-03-31 | |
| DFA Global Real Estate Securities Portfolio | — | 478,000 | $19,198,870 | 0.25% | Long | 2026-04-30 | |
| Columbia Small Cap Value and Inflection Fund | — | 442,240 | $17,371,187 | 2.10% | Long | 2026-02-28 | |
| JPMorgan Small Cap Growth Fund | — | 462,538 | $17,308,172 | 0.79% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 431,165 | $16,936,161 | 0.31% | Long | 2026-02-28 | |
| Nuveen Quant Small Cap Equity Fund | — | 414,240 | $16,637,950 | 0.43% | Long | 2026-04-30 | |
| iShares Core U.S. REIT ETF | — | 406,465 | $16,325,667 | 0.43% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 384,894 | $14,402,733 | 0.36% | Long | 2026-03-31 | |
| iShares Global REIT ETF | — | 333,101 | $13,379,002 | 0.28% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 277,311 | $11,138,196 | 0.15% | Long | 2026-04-30 | |
| THE HARTFORD SMALL COMPANY FUND | — | 261,689 | $10,510,739 | 1.58% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 276,674 | $10,353,141 | 0.25% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 271,664 | $10,165,667 | 0.01% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 233,445 | $9,169,720 | 0.01% | Long | 2026-02-28 | |
| Schwab Fundamental U.S. Small Company ETF | — | 229,365 | $9,009,457 | 0.09% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | — | 227,238 | $8,503,246 | 0.50% | Long | 2026-03-31 | |
| Goldman Sachs Small Cap Value Insights Fund | — | 208,945 | $8,392,276 | 0.75% | Long | 2026-04-30 | |
| Columbia Small Cap Index Fund | — | 200,240 | $7,865,427 | 0.31% | Long | 2026-02-28 | |
| Master Small Cap Index Series | — | 205,327 | $7,683,336 | 0.16% | Long | 2026-03-31 | |
| DWS Small Cap Core Fund | — | 200,000 | $7,484,000 | 0.71% | Long | 2026-03-31 | |
| JNL Small Cap Index Fund | — | 195,660 | $7,321,597 | 0.31% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 185,020 | $7,267,586 | 0.01% | Long | 2026-02-28 | |
| iShares Russell 2000 Growth ETF | — | 183,915 | $6,882,099 | 0.06% | Long | 2026-03-31 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 162,305 | $6,518,980 | 0.33% | Long | 2026-04-30 | |
| HARTFORD SMALL COMPANY HLS FUND | — | 167,989 | $6,286,148 | 1.62% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 167,871 | $6,281,733 | 0.26% | Long | 2026-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 166,374 | $6,225,715 | 0.01% | Long | 2026-03-31 | |
| Nuveen Small Cap Blend Index Fund | — | 150,428 | $6,041,941 | 0.15% | Long | 2026-04-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 149,764 | $5,882,730 | 0.00% | Long | 2026-02-28 | |
| Virtus Duff & Phelps Real Estate Securities Fund | — | 155,205 | $5,807,771 | 1.70% | Long | 2026-03-31 |
Showing 1–50 of 287 positions