Phillips Edison & Company, Inc. (PECO) — Institutional Holders, Q2 2026 (page 5)
447 institutional investment managers reported a PECO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 447. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PECO 13F holders ranked 401–447 of 447
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | True Wealth Design#401 · 641 sh | 641 | $26.7K | — | +0.8% |
| 402 | Strategic Wealth Partners, Ltd.#402 · 591 sh | 591 | $24.6K | <0.01% | 0.0% |
| 403 | IFP Advisors#403 · 554 sh | 554 | $23.1K | — | -12.1% |
| 404 | Bare Financial Services#404 · 545 sh | 545 | $22.7K | <0.01% | +41.2% |
| 405 | Mirae Asset Global Investments , Ltd.#405 · 518 sh | 518 | $21.6K | 0.00% | -80.0% |
| 406 | SJS Investment Consulting#406 · 462 sh | 462 | $19.2K | — | New |
| 407 | Keating Financial Advisory Services#407 · 433 sh | 433 | $18.0K | <0.01% | +0.7% |
| 408 | Essential Partners#408 · 328 sh | 328 | $13.7K | — | -11.4% |
| 409 | 1620 INVESTMENT ADVISORS#409 · 310 sh | 310 | $12.9K | <0.01% | -24.4% |
| 410 | Fortis Group Advisors#410 · 300 sh | 300 | $12.5K | <0.01% | 0.0% |
| 411 | MEEDER ASSET MANAGEMENT#411 · 277 sh | 277 | $11.5K | <0.01% | New |
| 412 | Accent Capital Management#412 · 266 sh | 266 | $11.1K | <0.01% | New |
| 413 | HUNTINGTON NATIONAL BANK#413 · 265 sh | 265 | $11.0K | <0.01% | New |
| 414 | Covestor Ltd#414 · 167 sh | 167 | $7.0K | <0.01% | -91.7% |
| 415 | ALERUS FINANCIAL NA#415 · 166 sh | 166 | $6.9K | <0.01% | 0.0% |
| 416 | Valued Wealth Advisors#416 · 148 sh | 148 | $6.2K | <0.01% | 0.0% |
| 417 | AdvisorNet Financial#417 · 147 sh | 147 | $6.1K | — | 0.0% |
| 418 | CREATIVE FINANCIAL DESIGNS#418 · 141 sh | 141 | $5.9K | <0.01% | -25.4% |
| 419 | Versant Capital Management#419 · 121 sh | 121 | $5.0K | — | 0.0% |
| 420 | Coppell Advisory Solutions#420 · 17,048 sh | 17,048 | $5.0K | <0.01% | New |
| 421 | C M BIDWELL & ASSOCIATES LTD#421 · 113 sh | 113 | $4.7K | <0.01% | 0.0% |
| 422 | VSM Wealth Advisory#422 · 110 sh | 110 | $4.6K | <0.01% | +0.9% |
| 423 | Parkside Financial Bank#423 · 98 sh | 98 | $4.1K | — | +100.0% |
| 424 | BROWN BROTHERS HARRIMAN#424 · 89 sh | 89 | $3.7K | 0.00% | 0.0% |
| 425 | Noble Wealth Management PBC#425 · 88 sh | 88 | $3.7K | — | New |
| 426 | GROUP ONE TRADING, L.P.#426 · 78 sh | 78 | $3.2K | 0.00% | New |
| 427 | FARMERS & MERCHANTS INVESTMENTS#427 · 71 sh | 71 | $3.0K | — | 0.0% |
| 428 | SITTNER & NELSON#428 · 70 sh | 70 | $2.9K | <0.01% | 0.0% |
| 429 | Physician Wealth Advisors#429 · 69 sh | 69 | $2.9K | — | +13.1% |
| 430 | Silver Grove Financial Group#430 · 51 sh | 51 | $2.1K | <0.01% | New |
| 431 | Cornerstone Financial Management#431 · 49 sh | 49 | $2.0K | <0.01% | 0.0% |
| 432 | Kilter Group#432 · 46 sh | 46 | $1.9K | <0.01% | -14.8% |
| 433 | Rialto Wealth Management#433 · 29 sh | 29 | $1.2K | <0.01% | 0.0% |
| 434 | Plante Moran Financial Advisors#434 · 27 sh | 27 | $1.1K | <0.01% | New |
| 435 | Avion Wealth#435 · 30 sh | 30 | $1.0K | <0.01% | 0.0% |
| 436 | JFS WEALTH ADVISORS#436 · 21 sh | 21 | $877.00 | 0.00% | New |
| 437 | Fulcrum Asset Management LLP#437 · 20 sh | 20 | $845.00 | <0.01% | New |
| 438 | GILPIN WEALTH MANAGEMENT#438 · 19 sh | 19 | $791.00 | — | 0.0% |
| 439 | Bell Investment Advisors#439 · 17 sh | 17 | $708.00 | <0.01% | 0.0% |
| 440 | Ankerstar Wealth#440 · 15 sh | 15 | $626.00 | <0.01% | 0.0% |
| 441 | FINANCIAL CONSULATE#441 · 14 sh | 14 | $583.00 | — | 0.0% |
| 442 | Davis Capital Management#442 · 12 sh | 12 | $499.00 | — | New |
| 443 | Dunhill Financial#443 · 6 sh | 6 | $281.00 | <0.01% | 0.0% |
| 444 | GHP Investment Advisors#444 · 4 sh | 4 | $167.00 | — | 0.0% |
| 445 | Hughes Financial Services#445 · 3 sh | 3 | $125.00 | 0.00% | 0.0% |
| 446 | Evolution Advisers#446 · 6 sh | 6 | $0.00 | 0.00% | New |
| 447 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#447 · 143,858 sh | 143,858 | — | — | -2.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.