As of the latest SEC filings, Phillips Edison & Company, Inc. (PECO) is held by 323 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $282,691,223.58 in market value, representing 0.31% of its portfolio.
Funds holding Phillips Edison & Company, Inc. (PECO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PECO
- CIK:
- 0001476204
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.31% | $282,691,223.58 | 7,554,549 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.27% | $187,589,307.06 | 4,670,467 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $149,763,970.48 | 4,002,244 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.55% | $119,789,983.76 | 2,982,447 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.16% | $116,207,735.16 | 3,105,498 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.07% | $108,527,280.16 | 2,900,248 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $52,520,616.48 | 1,403,544 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.15% | $50,382,293.20 | 1,254,383 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.31% | $42,622,727.12 | 1,139,036 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $34,557,706.78 | 923,509 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.35% | $34,191,865.20 | 870,465 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.27% | $33,433,348.04 | 893,462 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.31% | $33,263,367.72 | 828,168 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.33% | $31,501,577.96 | 841,838 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.54% | $30,872,548.08 | 785,961 | Feb 27, 2026 | Apr 23, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.08% | $30,429,045.92 | 813,176 | Mar 31, 2026 | May 28, 2026 |
|
FRESX
Fidelity Real Estate Investment Portfolio
|
MF | Fidelity | 0.86% | $28,116,544.29 | 700,026 | Apr 30, 2026 | Jun 26, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.68% | $28,001,984.72 | 748,316 | Mar 31, 2026 | May 26, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.39% | $27,414,259.27 | 682,541 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.06% | $25,726,278.88 | 654,946 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.16% | $24,584,998.48 | 625,891 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.12% | $23,940,531.52 | 609,484 | Feb 28, 2026 | Apr 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.36% | $23,556,376.46 | 629,513 | Mar 31, 2026 | May 28, 2026 |
|
FSRJX
Fidelity SAI Real Estate Fund
|
MF | Fidelity | 0.86% | $23,468,088.18 | 584,292 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.21% | $21,630,818.10 | 578,055 | Mar 31, 2026 | May 28, 2026 |
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