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PECO · Phillips Edison & Company, Inc. · Held by Funds

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$37.34 -0.31 (-0.82%) At close · Sep 30
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$4.81B
Shares
128.70M
Volume · Sep 30 1.69M Avg daily vol (3M) 910.71K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding PECO

334 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 7,590,943 $315,935,048 0.28%
VANGUARD REAL ESTATE INDEX FUND 4,791,586 $203,594,489 0.28%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,995,993 $166,313,229 0.01%
iShares Russell 2000 ETF 3,304,957 $137,552,310 0.17%
VANGUARD SMALL-CAP INDEX FUND 2,890,560 $120,305,107 0.06%
VANGUARD EXPLORER FUND 2,096,687 $89,088,231 0.40%
Fidelity Small Cap Index Fund 1,413,918 $60,077,376 0.18%
VANGUARD EXTENDED MARKET INDEX FUND 1,442,550 $60,038,931 0.06%
iShares Russell 2000 Value ETF 1,205,066 $50,154,847 0.35%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,154,540 $48,051,955 0.28%
VANGUARD SMALL-CAP VALUE INDEX FUND 915,249 $38,092,663 0.06%
Fidelity Enhanced Small Cap Core ETF 889,342 $37,014,414 0.64%
VANGUARD REAL ESTATE II INDEX FUND 840,947 $35,731,838 0.33%
Schwab U.S. REIT ETF 889,634 $35,718,805 0.36%
VANGUARD TAX-MANAGED SMALL-CAP FUND 841,838 $35,037,298 0.31%
VANGUARD SMALL-CAP GROWTH INDEX FUND 834,306 $34,723,816 0.07%
VANGUARD STRATEGIC EQUITY FUND 755,971 $31,463,513 0.26%
DFA REAL ESTATE SECURITIES PORTFOLIO 682,541 $29,001,167 0.41%
Nomura Small Cap Core Fund 719,028 $28,868,974 0.52%
Fidelity Real Estate Investment Portfolio 652,226 $27,713,083 0.81%
iShares S&P Small-Cap 600 Growth ETF 656,721 $27,332,728 0.33%
VANGUARD RUSSELL 2000 INDEX FUND 648,854 $26,051,488 0.15%
Fidelity SAI Real Estate Fund 605,292 $25,718,857 0.80%
Fidelity Extended Market Index Fund 635,547 $25,517,212 0.06%
Schwab U.S. Small-Cap ETF 605,004 $24,290,911 0.11%
Janus Henderson Small Cap Value Fund 560,470 $23,326,761 1.84%
JPMorgan Small Cap Growth Fund 532,172 $22,148,999 0.85%
Goldman Sachs U.S. Tax-Managed Equity Fund 505,909 $21,055,933 0.44%
iShares Core U.S. REIT ETF 471,036 $20,014,320 0.43%
DFA Global Real Estate Securities Portfolio 461,587 $19,612,832 0.25%
iShares S&P Small-Cap 600 Value ETF 455,621 $18,962,946 0.24%
Columbia Small Cap Value and Inflection Fund 442,240 $17,755,936 2.04%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 435,412 $17,481,792 0.30%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 419,758 $17,470,328 0.34%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 352,366 $14,665,473 0.47%
iShares Global REIT ETF 344,003 $14,616,687 0.28%
Schwab Small-Cap Index Fund 312,652 $13,284,583 0.18%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 274,499 $11,424,648 0.24%
Goldman Sachs Small Cap Value Insights Fund 262,949 $11,172,703 0.84%
THE HARTFORD SMALL COMPANY FUND 256,823 $10,912,409 1.62%
Fidelity Real Estate Index Fund 249,024 $10,581,030 0.33%
Dimensional Global Real Estate ETF 236,901 $10,065,923 0.26%
Master Small Cap Index Series 237,344 $9,878,257 0.17%
Nuveen Quant Small Cap Equity Fund 230,870 $9,809,666 0.24%
Fidelity Total Market Index Fund 235,556 $9,457,573 0.01%
College Retirement Equities Fund - Total Global Stock Account 225,974 $9,405,038 0.01%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 218,383 $9,089,100 0.49%
Schwab Fundamental U.S. Small Company ETF 212,767 $8,542,595 0.10%
DWS Small Cap Core Fund 200,000 $8,324,000 0.72%
JNL Small Cap Index Fund 196,614 $8,183,075 0.28%
Showing 1–50 of 334 positions
Key facts CIK 1476204 CUSIP 71844V201 13F (30d) 11 filings 11 filers Visit website Investor relations