Filing Research | PECO - PHILLIPS EDISON & CO INC Institutional Holdings

Snapshot holdings

50 / 87 loaded

#		Instrument	quantity
1	J.W. COLE ADVISORS, INC.	Shares	159.1KSH	$6.6M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	123.6KSH	$5.1M
3	Robeco Institutional Asset Management B.V.	Shares	107.4KSH	$4.5M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	73.3KSH	$3.1M
5	Vert Asset Management LLC	Shares	63.6KSH	$2.6M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	61.1KSH	$2.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.7KSH	$2.5M
8	Louisiana State Employees Retirement System	Shares	55.2KSH	$2.3M
9	Police & Firemen's Retirement System of New Jersey	Shares	38.0KSH	$1.6M
10	Cooper Financial Group	Shares	36.6KSH	$1.5M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	34.1KSH	$1.4M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	30.5KSH	$1.3M
13	PFG Investments, LLC	Shares	29.4KSH	$1.2M
14	Accel Wealth Management	Shares	24.8KSH	$1.0M
15	Brookstone Capital Management	Shares	23.1KSH	$960.3K
16	Sequoia Financial Advisors, LLC	Shares	21.7KSH	$904.3K
17	CERTIOR FINANCIAL GROUP, LLC	Shares	21.7KSH	$903.2K
18	Avior Wealth Management, LLC	Shares	21.0KSH	$874.1K
19	IFM Investors Pty Ltd	Shares	20.6KSH	$857.4K
20	RMR Wealth Builders	Shares	19.4KSH	$808.6K
21	Lakeridge Wealth Management LLC	Shares	17.3KSH	$720.8K
22	Sage Capital Management, LLC	Shares	15.2KSH	$634.2K
23	Fiduciary Alliance LLC	Shares	13.7KSH	$571.4K
24	TCP Asset Management, LLC	Shares	13.3KSH	$553.8K
25	RFG Advisory, LLC	Shares	11.9KSH	$496.2K
26	Stonebridge Financial Group, LLC	Shares	10.6KSH	$441.8K
27	Apeiron RIA LLC	Shares	10.6KSH	$441.4K
28	Spire Wealth Management	Shares	10.0KSH	$415.0K
29	A&I FINANCIAL SERVICES, LLC	Shares	9.7KSH	$403.2K
30	Merit Financial Group, LLC	Shares	9.5KSH	$397.1K
31	Raleigh Capital Management Inc.	Shares	9.4KSH	$389.9K
32	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	8.8KSH	$367.4K
33	First Heartland Consultants, Inc.	Shares	8.8KSH	$364.9K
34	LANARK FINANCIAL, INC.	Shares	7.8KSH	$323.3K
35	Ignite Planners, LLC	Shares	7.5KSH	$313.7K
36	Castleview Partners, LLC	Shares	7.5KSH	$312.4K
37	INTEGRATED WEALTHCARE, LLC	Shares	7.5KSH	$310.4K
38	Bright Futures Wealth Management, LLC.	Shares	7.2KSH	$299.5K
39	Crossmark Global Holdings, Inc.	Shares	6.8KSH	$283.8K
40	Wealthcare Advisory Partners LLC	Shares	6.7KSH	$277.0K
41	Procyon Advisors, LLC	Shares	6.6KSH	$272.7K
42	Southern Financial Group, LLC	Shares	6.5KSH	$270.5K
43	Plan A Wealth LLC	Shares	6.4KSH	$268.1K
44	EASTERLY INVESTMENT PARTNERS LLC	Shares	6.2KSH	$258.6K
45	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.0KSH	$249.5K
46	Advisory Resource Group	Shares	5.9KSH	$246.1K
47	Larry Mathis Financial Planning, LLC	Shares	5.6KSH	$231.4K
48	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	5.4KSH	$225.9K
49	LexAurum Advisors, LLC	Shares	5.3KSH	$220.0K
50	GAMMA Investing LLC	Shares	5.2KSH	$218.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 93 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. new	Shares	+107.4K	+$4.5M	$4.5M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+35.7K	+$1.9M	$5.1M
3	J.W. COLE ADVISORS, INC. trimmed	Shares	-2.2K	+$585.4K	$6.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.6K	+$547.3K	$2.5M
5	Vert Asset Management LLC added	Shares	+2.4K	+$357.1K	$2.6M
6	Sequoia Financial Advisors, LLC added	Shares	+6.2K	+$323.9K	$904.3K
7	Bright Futures Wealth Management, LLC. new	Shares	+7.2K	+$299.5K	$299.5K
8	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.1K	+$298.3K	$2.5M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+3.5K	+$289.3K	$1.6M
10	RFG Advisory, LLC added	Shares	+5.6K	+$260.5K	$496.2K
11	LexAurum Advisors, LLC new	Shares	+5.3K	+$220.0K	$220.0K
12	Louisiana State Employees Retirement System trimmed	Shares	-600	+$209.4K	$2.3M
13	Cooper Financial Group added	Shares	+19	+$154.6K	$1.5M
14	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-4.4K	+$144.0K	$3.1M
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-99	+$139.6K	$1.4M
16	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$128.3K	$1.3M
17	PFG Investments, LLC added	Shares	+49	+$125.4K	$1.2M
18	IFM Investors Pty Ltd added	Shares	+100	+$90.3K	$857.4K
19	Avior Wealth Management, LLC unchanged	Shares	0	+$88.2K	$874.1K
20	Lakeridge Wealth Management LLC added	Shares	+132	+$77.7K	$720.8K
21	Sage Capital Management, LLC added	Shares	+47	+$65.8K	$634.2K
22	Brookstone Capital Management trimmed	Shares	-837	+$65.6K	$960.3K
23	TCP Asset Management, LLC added	Shares	+26	+$56.8K	$553.8K
24	Merit Financial Group, LLC added	Shares	+165	+$46.2K	$397.1K
25	Raleigh Capital Management Inc. added	Shares	+78	+$42.2K	$389.9K
26	A&I FINANCIAL SERVICES, LLC unchanged	Shares	0	+$40.7K	$403.2K
27	Stonebridge Financial Group, LLC trimmed	Shares	-117	+$40.2K	$441.8K
28	Fiduciary Alliance LLC unchanged	Shares	0	+$38.4K	$571.4K
29	SIGNATUREFD, LLC added	Shares	+879	+$37.9K	$49.9K
30	First Heartland Consultants, Inc. added	Shares	+12	+$37.3K	$364.9K
31	GAMMA Investing LLC added	Shares	+292	+$33.0K	$218.3K
32	LANARK FINANCIAL, INC. unchanged	Shares	0	+$32.6K	$323.3K
33	Ignite Planners, LLC unchanged	Shares	0	+$31.7K	$313.7K
34	Castleview Partners, LLC unchanged	Shares	0	+$31.5K	$312.4K
35	INTEGRATED WEALTHCARE, LLC unchanged	Shares	0	+$31.3K	$310.4K
36	Southern Financial Group, LLC added	Shares	+49	+$29.2K	$270.5K
37	Plan A Wealth LLC added	Shares	+54	+$29.1K	$268.1K
38	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$28.6K	$283.8K
39	Advisory Resource Group unchanged	Shares	0	+$24.8K	$246.1K
40	Larry Mathis Financial Planning, LLC added	Shares	+17	+$24.0K	$231.4K
41	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$22.8K	$225.9K
42	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-442	+$20.5K	$367.4K
43	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-142	+$19.8K	$249.5K
44	Apeiron RIA LLC trimmed	Shares	-661	+$19.8K	$441.4K
45	SJS Investment Consulting Inc. new	Shares	+462	+$19.2K	$19.2K
46	RMR Wealth Builders trimmed	Shares	-1.7K	+$18.4K	$808.6K
47	Advantage Trust Co unchanged	Shares	0	+$14.2K	$140.9K
48	Triumph Capital Management unchanged	Shares	0	+$12.6K	$124.9K
49	HIGHLINE WEALTH PARTNERS LLC added	Shares	+21	+$11.4K	$105.5K
50	Procyon Advisors, LLC trimmed	Shares	-462	+$10.2K	$272.7K

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