DIMENSIONAL FUND ADVISORS LP
Position in PECO — Phillips Edison & Company, Inc.
CIK 354204
AUSTIN, TX
Position in PECO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$79,787,745
+$8,719,159 QoQ
Shares Held
1,917,053
+0.9% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 444 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 92%
Shared 6%
None 1%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. PECO ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,552,481 | $1,018,162,373 | |
| 2 | O |
Realty Income Corp
|
13,479,666 | $835,200,102 | |
| 3 | KIM |
Kimco Realty Corp
|
10,581,679 | $268,245,560 | |
| 4 | REG |
Regency Centers Corp
|
2,680,213 | $213,720,182 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,285,647 | $158,700,263 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
4,775,514 | $150,571,954 | |
| 7 | ADC |
Agree Realty Corp
|
1,794,541 | $135,918,533 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,818,943 | $131,165,416 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,787,745 | 1,917,053 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $71,068,586 | 1,899,214 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,913,114 | 1,824,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $60,394,226 | 1,759,226 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,125,735 | 1,716,407 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $57,533,890 | 1,576,703 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,329,257 | 1,396,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,451,377 | 1,337,878 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $40,911,409 | 1,250,731 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $38,415,189 | 1,070,956 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,512,897 | 918,665 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $23,024,336 | 686,474 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,075,474 | 501,041 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,881,448 | 180,302 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $775,813 | 24,366 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $753,955 | 26,879 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $613,473 | 18,362 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $651,449 | 18,943 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||