JACOBS LEVY EQUITY MANAGEMENT, INC
Position in PECO — Phillips Edison & Company, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$568,321
+$26,667 QoQ
Shares Held
13,655
-5.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 441 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $24,236,655 across 8 REIT - Retail names. PECO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALX |
Alexanders Inc
|
28,274 | $7,791,183 | |
| 2 | REG |
Regency Centers Corp
|
97,391 | $7,765,958 | |
| 3 | SITC |
SITE Centers Corp.
|
1,079,691 | $4,286,373 | |
| 4 | PINE |
Alpine Income Property Trust, Inc.
|
73,737 | $1,530,780 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
51,643 | $1,267,835 | |
| 6 | SKT |
Tanger Inc.
|
20,056 | $791,610 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
This page
|
13,655 | $568,321 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
6,627 | $234,595 |
All Filings in PECO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,321 | 13,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $541,654 | 14,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,875 | 14,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $513,645 | 14,962 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,463,099 | 70,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,803,698 | 159,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,812,325 | 181,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,247,195 | 139,146 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $670,751 | 20,506 | Shares | Sole | 2024-08-14 | |
| 2022-06-30 | $6,166,684 | 184,576 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $601,343 | 17,486 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||