MARTINGALE ASSET MANAGEMENT L P

Position in PECO — Phillips Edison & Company, Inc.

CIK 936944 BOSTON, MA

Position in PECO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,078,468

+$1,106,112 QoQ

Shares Held

82,268

+48.4% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 69.36840569844898.ToString("F0")% Shared 0.ToString("F0")% None 30.63159430155103.ToString("F0")%

Real Estate · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $14,567,546 across 10 REIT - Retail names. PECO ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVT	InvenTrust Properties Corp.	103,528	$3,153,462
2	PECO	Phillips Edison & Company, Inc. This page	82,268	$3,078,468
3	CBL	Cbl & Associates Properties Inc	65,381	$2,512,591
4	UE	Urban Edge Properties	111,157	$2,220,916
5	FCPT	Four Corners Property Trust, Inc.	59,200	$1,400,080
6	WSR	Whitestone REIT	39,110	$631,626
7	ALX	Alexanders Inc	2,551	$602,546
8	SPG	Simon Property Group Inc.	2,282	$425,661

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,078,468	82,268	+48.4%	Shares	Sole	2026-05-13
2025-12-31	$1,972,356	55,450	-20.9%	Shares	Sole	2026-02-13
2025-09-30	$2,407,665	70,133	-13.8%	Shares	Sole	2025-11-13
2025-06-30	$2,848,779	81,324	-14.3%	Shares	Sole	2025-08-11
2025-03-31	$3,464,250	94,937	+43.5%	Shares	Sole	2025-05-14
2024-12-31	$2,478,353	66,160	+87.3%	Shares	Sole	2025-02-13
2022-03-31	$1,214,586	35,318	+63.3%	Shares	Sole	2022-05-12
2021-12-31	$714,423	21,623	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.