CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PECO — Phillips Edison & Company, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$102,754,952
+$14,313,568 QoQ
Shares Held
2,468,884
+4.5% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 444 holders
Holding Since
Sep 2021
20 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. PECO ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,525,891 | $1,012,215,521 | |
| 2 | O |
Realty Income Corp
|
13,069,240 | $809,770,110 | |
| 3 | KIM |
Kimco Realty Corp
|
11,457,411 | $290,445,368 | |
| 4 | REG |
Regency Centers Corp
|
2,843,594 | $226,748,185 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,379,303 | $201,139,423 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,535,361 | $189,524,961 | |
| 7 | ADC |
Agree Realty Corp
|
2,196,532 | $166,365,333 | |
| 8 | MAC |
Macerich Co
|
5,783,144 | $145,677,397 |
All Filings in PECO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,754,952 | 2,468,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $88,441,384 | 2,363,479 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,623,561 | 2,322,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,765,141 | 2,236,095 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,386,804 | 2,209,158 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $79,331,120 | 2,174,051 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $80,371,066 | 2,145,517 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $78,977,222 | 2,094,331 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $65,152,170 | 1,991,812 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $70,380,491 | 1,962,099 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $68,307,924 | 1,872,476 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $57,936,928 | 1,727,398 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,215,870 | 1,620,184 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $48,965,588 | 1,501,091 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,275,588 | 1,421,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $38,630,908 | 1,377,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,088,560 | 810,792 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,488,194 | 828,386 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,512,768 | 136,585 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,143,454 | 134,922 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||