Public ownership evidence

Phillips Edison & Company, Inc. Common Stock (PECO) Ownership Disclosures

Read PECO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Phillips Edison & Company, Inc. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
49
Value (USD)
$2,039
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PECO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PECO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2949$2,039None
Cornerstone Financial Management LLC2026-03-312026-08-2949$1,834None
Corient Private Wealth LP2026-06-302026-08-2884,230$3,506,093None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2683,438$3,122,250None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2690,538$3,768,192None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25143,858$5,987,370None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,987,370$143,858,000None
Rehmann Capital Advisory Group2026-06-302026-08-217,540$313,814None
Archer Investment Corp2026-06-302026-08-201,537$63,970None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2080,746$3,360,658None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,386$224,187None
Ensign Peak Advisors, Inc2026-03-312026-08-1912,647$473,251None
Ensign Peak Advisors, Inc2025-12-312026-08-197,717$274,494None
Ensign Peak Advisors, Inc2025-09-302026-08-1933,852$1,162,139None
Fulcrum Asset Management LLP2026-06-302026-08-1920$845None
Strive Financial Group ,LLC2026-06-302026-08-182,812$117,035None
Corient Private Wealth LP2026-06-302026-08-1880,531$3,351,701None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18144,937$6,032,278None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1861,379$2,555,000None
Odyssean, LLC2026-06-302026-08-1570,815$2,947,320None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-1527,419$1,141,180None
AMERIFLEX GROUP, INC.2026-06-302026-08-1517,657$734,883None
CAXTON ASSOCIATES LLP2026-06-302026-08-1579,001$3,288,022None
SEI INVESTMENTS CO2026-06-302026-08-15127,285$5,297,602None
SEI INVESTMENTS CO2026-06-302026-08-151,767$73,550None
Massar Capital Management, LP2026-06-302026-08-1515,939$663,381None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15231$9,623None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1515,125$629,502None
Modern Wealth Management, LLC2026-06-302026-08-1596,844$4,030,665None
Modern Wealth Management, LLC2026-06-302026-08-153$125None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-15142,192$5,918,031None
Mutual Advisors, LLC2026-06-302026-08-1534,167$1,422,048None
Polymer Capital Management (US) LLC2026-06-302026-08-1534,990$1,456,284None
Capital Asset Advisory Services LLC2026-06-302026-08-159,684$403,048None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1542,705$1,777,384None
Ameritas Advisory Services, LLC2026-06-302026-08-1573,001$3,038,307None
NFSG Corp2026-06-302026-08-158,798$366,182None
Aspen Grove Capital, LLC2026-06-302026-08-159,556$398,785None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-156,638$276,992None
Prestige Wealth Management Group LLC2026-06-302026-08-151,333$55,624None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,468,884$102,754,952None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-152,468,884$102,754,952None
Foundations Investment Advisors, LLC2026-06-302026-08-154,935$205,409None
IFG Advisory, LLC2026-06-302026-08-151,010$42,036None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,223$633,581None
OSAIC HOLDINGS, INC.2026-06-302026-08-1562,181$2,587,982None
OSAIC HOLDINGS, INC.2026-06-302026-08-15188,394$7,841,349None
Squarepoint Ops LLC2026-06-302026-08-1539,585$1,647,528None
Man Group plc2026-06-302026-08-1574,076$3,083,043None
Man Group plc2026-06-302026-08-152,696$112,208None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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