MERCER GLOBAL ADVISORS INC /ADV
Position in PECO — Phillips Edison & Company, Inc.
CIK 853758
DENVER, CO
Position in PECO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,360,648
+$1,687,264 QoQ
Shares Held
80,746
+80.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,750,846 across 23 REIT - Retail names. PECO ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
104,674 | $23,410,340 | |
| 2 | NNN |
Nnn REIT, Inc.
|
221,721 | $10,316,678 | |
| 3 | FRT |
Federal Realty Investment Trust
|
78,494 | $9,689,299 | |
| 4 | O |
Realty Income Corp
|
133,109 | $8,247,433 | |
| 5 | REG |
Regency Centers Corp
|
64,729 | $5,161,490 | |
| 6 | KIM |
Kimco Realty Corp
|
162,456 | $4,118,259 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
This page
|
80,746 | $3,360,648 | |
| 8 | SKT |
Tanger Inc.
|
45,623 | $1,800,739 |
All Filings in PECO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,360,648 | 80,746 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,673,384 | 44,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,819,420 | 79,264 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,273,951 | 37,109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,338,146 | 38,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,394,501 | 38,216 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,429,211 | 38,153 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,830,883 | 101,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,471,152 | 106,119 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,008,723 | 111,757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,241,456 | 116,268 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,937,255 | 147,205 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,090,232 | 178,704 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,410,836 | 319,155 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $10,389,996 | 326,319 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $303,220 | 10,810 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,588,979 | 47,560 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,929,175 | 56,097 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||