MACKENZIE FINANCIAL CORP
Position in PECO — Phillips Edison & Company, Inc.
CIK 919859
TORONTO ONTARIO, A6
Position in PECO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,822,970
+$15,174,732 QoQ
Shares Held
404,204
+817.7% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 441 holders
Holding Since
Mar 2022
18 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, 2026MACKENZIE FINANCIAL CORP holds $101,475,948 across 10 REIT - Retail names. PECO ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
239,436 | $29,555,979 | |
| 2 | O |
Realty Income Corp
|
298,359 | $18,486,323 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
This page
|
404,204 | $16,822,970 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
251,699 | $13,362,699 | |
| 5 | SPG |
Simon Property Group Inc.
|
50,404 | $11,272,854 | |
| 6 | REG |
Regency Centers Corp
|
124,363 | $9,916,705 | |
| 7 | KIM |
Kimco Realty Corp
|
31,530 | $799,285 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
24,915 | $517,235 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,822,970 | 404,204 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,648,238 | 44,047 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,328 | 8,612 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $295,821 | 8,617 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $301,888 | 8,618 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $305,275 | 8,366 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $313,352 | 8,365 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $315,708 | 8,372 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $247,614 | 7,570 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $270,890 | 7,552 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $275,642 | 7,556 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $253,394 | 7,555 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $258,258 | 7,578 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $246,672 | 7,562 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $240,742 | 7,561 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,816 | 9,120 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $339,311 | 10,156 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $270,546 | 7,867 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||