WELLINGTON MANAGEMENT GROUP LLP
Position in PECO — Phillips Edison & Company, Inc.
CIK 902219
Boston, MA
Position in PECO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$166,952,884
-$28,083,709 QoQ
Shares Held
4,011,362
-23.0% QoQ
Ownership
3.12%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#6
of 441 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $3,007,826,472 across 17 REIT - Retail names. PECO ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,390,325 | $2,100,146,181 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
4,011,362 | $166,952,884 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
5,335,415 | $159,262,136 | |
| 4 | MAC |
Macerich Co
|
4,674,803 | $117,758,285 | |
| 5 | AKR |
Acadia Realty Trust
|
4,678,599 | $97,829,503 | |
| 6 | CURB |
Curbline Properties Corp.
|
1,987,340 | $60,415,134 | |
| 7 | FRT |
Federal Realty Investment Trust
|
484,702 | $59,831,613 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
1,624,072 | $51,206,989 |
All Filings in PECO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,952,884 | 4,011,362 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $195,036,593 | 5,212,095 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $224,376,767 | 6,308,034 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $205,390,174 | 5,982,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $261,917,310 | 7,476,943 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $257,097,774 | 7,045,705 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $282,370,369 | 7,537,917 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $278,147,224 | 7,375,954 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $251,050,916 | 7,675,051 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $271,047,491 | 7,556,384 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $294,890,529 | 8,083,622 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $273,991,075 | 8,169,084 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $314,286,813 | 9,222,031 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $295,207,539 | 9,049,894 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $294,154,028 | 9,238,506 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $252,734,172 | 9,010,131 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $301,030,746 | 9,010,199 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $265,679,151 | 7,725,477 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $61,739,962 | 1,868,643 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $44,951,454 | 1,463,740 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||