ETF Holdings Breakdown of PECO

PECO institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	91,317	USD 3,149,523
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	131,498	USD 4,535,366
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	2,562	USD 88,363 0.7%
Total =		225,377	USD 7,773,252

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with PECO

Phillips Edison & Company, Inc. (NASDAQ:PECO) Receives $38.83 Consensus Price Target from Analysts

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the six ratings firms that are currently covering the stock, Marketbeat.com reports. Three equities research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average […] - 2025-09-18 02:12:56

Barclays Has Lowered Expectations for Phillips Edison & Company, Inc. (NASDAQ:PECO) Stock Price

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) had its price objective decreased by investment analysts at Barclays from $37.00 to $36.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Barclays‘s target price points to a potential upside of 3.27% from the […] - 2025-08-29 02:46:46

Deutsche Bank AG Trims Stake in Phillips Edison & Company, Inc. (NASDAQ:PECO)

Deutsche Bank AG reduced its stake in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 2.8% in the 1st quarter, Holdings Channel reports. The fund owned 349,769 shares of the company’s stock after selling 10,019 shares during the period. Deutsche Bank AG’s holdings in Phillips Edison & Company, Inc. were worth […] - 2025-08-15 05:17:02

Comparing Phillips Edison & Company, Inc. (NASDAQ:PECO) & Simon Property Group (NYSE:SPG)

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) and Simon Property Group (NYSE:SPG – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, valuation, risk, analyst recommendations and dividends. Dividends Phillips Edison & […] - 2025-08-15 02:12:53

Vanguard Group Inc. Acquires 397,862 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Vanguard Group Inc. lifted its stake in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 2.1% in the first quarter, HoldingsChannel reports. The fund owned 19,720,204 shares of the company’s stock after acquiring an additional 397,862 shares during the period. Vanguard Group Inc. owned approximately 0.16% of Phillips Edison & Company, […] - 2025-08-13 05:04:56

Phillips Edison & Company, Inc. (NASDAQ:PECO) and Horizon Group (OTCMKTS:HGPI) Critical Contrast

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) and Horizon Group (OTCMKTS:HGPI – Get Free Report) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation. Institutional and Insider Ownership 80.7% […] - 2025-08-13 02:16:48

Phillips Edison & Company, Inc. (NASDAQ:PECO) Shares Purchased by LPL Financial LLC

LPL Financial LLC lifted its stake in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 4.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 388,084 shares of the company’s stock after buying an additional 17,448 shares during the period. […] - 2025-08-07 04:46:47

Envestnet Asset Management Inc. Sells 4,718 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Envestnet Asset Management Inc. lowered its stake in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 5.8% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 76,350 shares of the company’s stock after selling 4,718 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Phillips Edison & Company, Inc. […] - 2025-07-28 05:20:45

Phillips Edison & Company, Inc. (NASDAQ:PECO) Stock Rating Lowered by Wall Street Zen

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) was downgraded by equities researchers at Wall Street Zen from a “hold” rating to a “sell” rating in a report released on Saturday. PECO has been the topic of several other reports. Barclays assumed coverage on shares of Phillips Edison & Company, Inc. in a […] - 2025-07-28 04:18:53

Ignite Planners LLC Sells 709 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Ignite Planners LLC trimmed its holdings in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 7.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,606 shares of the company’s stock after selling 709 shares […] - 2025-07-24 05:51:04

Allworth Financial LP Acquires 6,889 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Allworth Financial LP increased its holdings in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 425.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,510 shares of the company’s stock after purchasing an additional 6,889 […] - 2025-07-16 05:19:16

Bank of New York Mellon Corp Trims Stock Position in Phillips Edison & Company, Inc. (NASDAQ:PECO)

Bank of New York Mellon Corp lessened its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 3.8% during the 1st quarter, Holdings Channel reports. The institutional investor owned 932,736 shares of the company’s stock after selling 36,856 shares during the quarter. Bank of New York Mellon Corp’s holdings in […] - 2025-07-16 04:38:44

Phillips Edison & Company, Inc. (NASDAQ:PECO) Shares Bought by KBC Group NV

KBC Group NV boosted its holdings in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 27.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,629 shares of the company’s stock after buying an additional 1,205 shares […] - 2025-07-07 04:54:10

Critical Comparison: Phillips Edison & Company, Inc. (NASDAQ:PECO) vs. SmartCentres Real Estate Investment Trust (OTCMKTS:CWYUF)

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) and SmartCentres Real Estate Investment Trust (OTCMKTS:CWYUF – Get Free Report) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, dividends, analyst recommendations, earnings and profitability. Profitability […] - 2025-07-07 03:17:00

Sumitomo Mitsui Trust Group Inc. Purchases 2,785 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Sumitomo Mitsui Trust Group Inc. raised its position in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 2.1% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 135,729 shares of the company’s stock after acquiring an additional 2,785 shares during the period. Sumitomo Mitsui Trust […] - 2025-07-04 05:44:48

Sequoia Financial Advisors LLC Sells 5,887 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Sequoia Financial Advisors LLC trimmed its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 26.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,765 shares of the company’s stock after selling 5,887 shares […] - 2025-07-02 05:07:18

Asset Management One Co. Ltd. Buys 5,762 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Asset Management One Co. Ltd. grew its holdings in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 2.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 285,188 shares of the company’s stock after purchasing an additional 5,762 shares during […] - 2025-06-27 05:21:06

Phillips Edison & Company, Inc. (NASDAQ:PECO) Stock Position Decreased by Cambridge Investment Research Advisors Inc.

Cambridge Investment Research Advisors Inc. cut its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 9.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 367,854 shares of the company’s stock after selling 38,991 shares during […] - 2025-06-25 04:52:52

Phillips Edison & Company, Inc. (NASDAQ:PECO) Shares Sold by World Equity Group Inc.

World Equity Group Inc. lowered its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 50.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,936 shares of the company’s stock after selling 5,936 shares during the period. World Equity […] - 2025-06-23 05:36:57

Rhumbline Advisers Lowers Stock Holdings in Phillips Edison & Company, Inc. (NASDAQ:PECO)

Rhumbline Advisers decreased its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 384,970 shares of the company’s stock after selling 6,580 shares during the quarter. Rhumbline Advisers’ holdings […] - 2025-06-09 05:24:56

NBC Securities Inc. Has $283,000 Stock Position in Phillips Edison & Company, Inc. (NASDAQ:PECO)

NBC Securities Inc. lifted its stake in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 110,871.4% during the 1st quarter, HoldingsChannel reports. The fund owned 7,768 shares of the company’s stock after buying an additional 7,761 shares during the period. NBC Securities Inc.’s holdings in Phillips Edison & Company, Inc. were worth $283,000 […] - 2025-06-08 05:46:57

State of Wyoming Invests $54,000 in Phillips Edison & Company, Inc. (NASDAQ:PECO)

State of Wyoming acquired a new position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 1,441 shares of the company’s stock, valued at approximately $54,000. Several other institutional investors have also modified their holdings of the company. ProShare Advisors LLC lifted […] - 2025-05-29 04:47:03

Phillips Edison & Company, Inc. (NASDAQ:PECO) Shares Sold by Bank of America Corp DE

Bank of America Corp DE decreased its position in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 8.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 306,138 shares of the company’s stock after selling 28,497 shares during the […] - 2025-05-23 04:36:50

Nuveen Asset Management LLC Buys 101,719 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Nuveen Asset Management LLC raised its stake in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 13.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 832,117 shares of the company’s stock after purchasing an additional 101,719 shares during […] - 2025-05-22 05:59:00

Phillips Edison & Company, Inc. (NASDAQ:PECO) Shares Acquired by Lazard Asset Management LLC

Lazard Asset Management LLC increased its position in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 45.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 24,896 shares of the company’s stock after buying an additional 7,740 shares during the period. Lazard Asset Management LLC’s holdings in Phillips Edison & Company, Inc. […] - 2025-05-21 05:39:04

Brokerages Set Phillips Edison & Company, Inc. (NASDAQ:PECO) PT at $38.83

Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) have been given an average recommendation of “Moderate Buy” by the six analysts that are covering the stock, Marketbeat reports. Three investment analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average […] - 2025-04-29 04:40:52

Reviewing Phillips Edison & Company, Inc. (NASDAQ:PECO) & American Tower (NYSE:AMT)

Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) and American Tower (NYSE:AMT – Get Free Report) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, earnings, risk, analyst recommendations, profitability and valuation. Earnings and Valuation This table […] - 2025-04-29 02:50:54

Sterling Capital Management LLC Purchases 3,004 Shares of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Sterling Capital Management LLC lifted its position in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 784.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,387 shares of the company’s stock after purchasing an additional 3,004 shares […] - 2025-04-22 06:24:57

Barclays PLC Grows Position in Phillips Edison & Company, Inc. (NASDAQ:PECO)

Barclays PLC increased its holdings in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 19.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 333,297 shares of the company’s stock after purchasing an additional 53,865 shares during the quarter. Barclays […] - 2025-04-22 06:24:55

Townsquare Capital LLC Increases Stock Position in Phillips Edison & Company, Inc. (NASDAQ:PECO)

Townsquare Capital LLC boosted its holdings in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) by 38.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,307 shares of the company’s stock after buying an additional 2,298 shares during the period. Townsquare […] - 2025-04-22 05:46:51

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