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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in PECO — Phillips Edison & Company, Inc.

CIK 936944 BOSTON, MA
Back to PECO Full portfolio

Position in PECO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,652,987
+$574,519 QoQ
Shares Held
87,770
+6.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#99
of 444 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority Sole 66% Shared 0% None 34%

Common Shares in PECO Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $18,596,936 across 10 REIT - Retail names. PECO ranks #1 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PECO
Phillips Edison & Company, Inc.
This page 		87,770 $3,652,987
2 CBL
Cbl & Associates Properties Inc
 68,681 $3,646,274
3 UE
Urban Edge Properties
 143,950 $3,293,576
4 IVT
InvenTrust Properties Corp.
 81,695 $2,892,003
5 FCPT
Four Corners Property Trust, Inc.
 70,600 $1,733,230
6 KRG
Kite Realty Group Trust
 60,600 $1,719,828
7 ALX
Alexanders Inc
 2,551 $702,953
8 PINE
Alpine Income Property Trust, Inc.
 17,021 $353,355

All Filings in PECO

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,652,987 87,770
2026-03-31 $3,078,468 82,268
2025-12-31 $1,972,356 55,450
2025-09-30 $2,407,665 70,133
2025-06-30 $2,848,779 81,324
2025-03-31 $3,464,250 94,937
2024-12-31 $2,478,353 66,160
2022-03-31 $1,214,586 35,318
2021-12-31 $714,423 21,623