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PECO · Phillips Edison & Company, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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PECO

Name: Phillips Edison & Company, Inc. (PECO) insider trading and ownership data
Creator: WaveMan
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Phillips Edison & Company, Inc.

INVESTMENT VEHICLES · REAL ESTATE INVESTMENT TRUSTS · CIK 0001476204

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

230

13F, latest reported quarter

REVENUE GROWTH

+18.8%

XBRL, annual

NET MARGIN

872.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

230 funds added or opened last quarter

more than 90% of Investment Vehicles

REVENUE

+18.8% year over year

more than 80% of Investment Vehicles

MARGIN

872.9% net margin

more than 95% of Investment Vehicles

BUYBACKS

no share repurchases reported

SHORT

3.1% of shares outstanding short · 4.2 days to cover · settled 2026-07-31

more than 55% of Investment Vehicles

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

230 funds added or opened positions in the latest 13F quarter, of 448 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +14.5%

+14.5%12M

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 230 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TPL EQIX BRT ACR IRM NYC IDCC SPG MDV MDRR DLB AAT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Phillips Edison & Company, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

CHAO LESLIE T

Director

BUY

2023-05-16

10,000.0

$291.8K

Massey Paul

Director

SELL

2022-11-21

9,600.0

$301.6K

Wood Gregory S.

Director

BUY

2021-07-19

1,500.0

$42.0K

CHAO LESLIE T

Director

BUY

2021-07-19

7,000.0

$196.0K

Edison Jeffrey

Chairman and CEO

BUY

2021-07-19

50,000.0

$1.4M

5 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

23,307,528.0 sh

$970.1M

VANGUARD PORTFOLIO MANAGEMENT LLC

14,398,478.0 sh

$599.3M

STATE STREET CORP

7,290,689.0 sh

$304.2M

VANGUARD CAPITAL MANAGEMENT LLC

5,728,291.0 sh

$238.4M

FMR LLC

4,220,531.0 sh

$175.7M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Pear tree polaris small cap fund

$2.0M POSITION · AS OF 2026-03-31

2.2%

First Trust Horizon Managed Volatility Small/Mid ETF

$640.5K POSITION · AS OF 2026-04-30

2.1%

Columbia Small Cap Value and Inflection Fund

$17.4M POSITION · AS OF 2026-02-28

2.1%

VY(R) Columbia Small Cap Value and Inflection Portfolio

$1.3M POSITION · AS OF 2026-03-31

2.1%

Harbor Human Capital Factor US Small Cap ETF

$3.1M POSITION · AS OF 2026-04-30

2.0%

Janus Henderson Small Cap Value Fund

$21.0M POSITION · AS OF 2026-03-31

1.8%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Jeffrey S. Edison

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$8.1M

$7.4M

$2.1M

+49%

+46%

2024

$7.0M

$5.5M

$1.9M

+51%

+49%

2023

$7.1M

$9.4M

$1.9M

+42%

+11%

2022

$6.8M

$6.7M

$1.8M

+20%

+2%

2021

$8.8M

$12.5M

$3.0M

+20%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$12.8M	$10.7M	$9.6M	$11.5M
NET INCOME	$111.3M	$62.7M	$56.8M	$48.3M
EPS (DILUTED)	0.89	0.51	0.48	0.42
OPERATING CASH FLOW	$348.1M	$334.7M	$291.0M	$290.9M
CASH	$3.5M	$4.9M	$4.9M	$5.5M
LONG-TERM DEBT	$2.4B	$2.1B	$2.0B	$1.9B
BUYBACKS	—	—	$0	$0
DIVIDENDS PAID	$157.3M	$134.0M	$135.7M	$127.1M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE