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PECO in the 13F filings

Phillips Edison & Co Inc · CUSIP 71844V201

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed
14,574,365
combined, among listed positions
Reported value
$545m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,291,718.

Managers listing PECO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Wellington Management Group LLP5,212,095$195munder 0.1%Trimmed-1,095,93915 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,132,592$155munder 0.1%Trimmed-39,81015 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP910,029$34m0.12%Added+628,95713 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC704,622$26munder 0.1%Trimmed-826,15015 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd615,054$23munder 0.1%Trimmed-34,16818 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP483,308$18munder 0.1%Added+123,60114 May 2026 (the filing on sec.gov)
Invesco Ltd462,515$17munder 0.1%Added+6,71712 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC393,002$15munder 0.1%Trimmed-6,07514 May 2026 (the filing on sec.gov)
Verition Fund Management LLC235,269$8.8m0.06%Trimmed-277,80715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC191,218$7.2munder 0.1%Added+42,68015 May 2026 (the filing on sec.gov)
AllianceBernstein LP183,124$6.5munder 0.1%Added+11,23915 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP130,153$4.9munder 0.1%Added+76,00114 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc128,896$4.8munder 0.1%Added+20,27815 May 2026 (the filing on sec.gov)
Millennium Management LLC116,939$4.4munder 0.1%Trimmed-304,58315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC111,493$4.2munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.109,441$4.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Jane Street Group LLC72,943$2.7munder 0.1%Added+60,48412 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC63,375$2.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP55,217$2.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC53,814$2.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP49,471$1.9munder 0.1%Added+39,38315 May 2026 (the filing on sec.gov)
Holocene Advisors LP47,542$1.8munder 0.1%Trimmed-32,29215 May 2026 (the filing on sec.gov)
Caxton Associates LLP43,812$1.6munder 0.1%Trimmed-16,00714 May 2026 (the filing on sec.gov)
Quantbot Technologies LP35,760$1.3m0.05%Newnew13 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC25,307$947kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

024620222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PECO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20215$135mn.a.n.a.
Q4 20213$119mn.a.n.a.
Q1 20226$544mn.a.n.a.
Q2 20225$576mn.a.n.a.
Q3 20224$467mn.a.n.a.
Q4 20225$533mn.a.n.a.
Q1 20233$507mn.a.n.a.
Q2 20233$507mn.a.n.a.
Q3 20234$495mn.a.n.a.
Q4 20235$465m23
Q1 20244$412m22
Q2 20244$259m22
Q3 20246$337m33
Q4 20244$356m32
Q1 20255$326m33
Q2 20255$299m50
Q3 20254$276m32
Q4 20256$312m1511
Q1 20265$244m1710
Q2 20264$199m1416

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PECO and WELL →PECO and EQIX →PECO and PLD →Choose a stock to compare with PECO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PECO, latest filings →Back to the 13F Explorer →