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Funds Holding Phillips Edison & Co Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Phillips Edison & Co Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of PECO →Funds holding
75
as of 2026-07-31
Reported value
$693.8M
summed across funds
Fund families
39
named trusts
Largest conviction
1.97%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust79.1K sh$3.4M | 1.97% |
| Harbor Active Small Cap ETFHarbor ETF Trust5.7K sh$240.5K | 1.72% |
| THE HARTFORD SMALL COMPANY FUNDHARTFORD MUTUAL FUNDS, INC256.8K sh$10.9M | 1.62% |
| Cambria Global Real Estate ETFCambria ETF Trust21K sh$891.1K | 1.33% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust262.9K sh$11.2M | 0.84% |
| Fidelity Real Estate Investment ETFFidelity Covington Trust3.2K sh$134.2K | 0.81% |
| Fidelity Real Estate Investment PortfolioFidelity Select Portfolios652.2K sh$27.7M | 0.81% |
| Fidelity SAI Real Estate FundFidelity Summer Street Trust605.3K sh$25.7M | 0.80% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust46.8K sh$2M | 0.69% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust158.7K sh$6.7M | 0.67% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust44.8K sh$1.9M | 0.58% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust44.2K sh$1.9M | 0.43% |
| iShares Core U.S. REIT ETFiShares Trust471K sh$20M | 0.43% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC682.5K sh$29M | 0.41% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND2.1M sh$89.1M | 0.40% |
| Dimensional US Real Estate ETFDimensional ETF Trust168.3K sh$7.2M | 0.40% |
| SMALL-CAP GROWTH PROFUNDProFunds707 sh$30K | 0.36% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds158.6K sh$6.7M | 0.34% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST116.9K sh$5M | 0.33% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS840.9K sh$35.7M | 0.33% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust249K sh$10.6M | 0.33% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust16.3K sh$691.5K | 0.33% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.59.1K sh$2.5M | 0.30% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc92.8K sh$3.9M | 0.29% |
| iShares Global REIT ETFiShares Trust344K sh$14.6M | 0.28% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust39K sh$1.7M | 0.28% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS4.8M sh$203.6M | 0.28% |
| Dimensional Global Real Estate ETFDimensional ETF Trust236.9K sh$10.1M | 0.26% |
| iShares Developed Real Estate Index FundBlackRock Funds18.8K sh$799.9K | 0.25% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC461.6K sh$19.6M | 0.25% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust1.1K sh$44.9K | 0.25% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds230.9K sh$9.8M | 0.24% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust4.9K sh$206.6K | 0.24% |
| SMALL-CAP VALUE PROFUNDProFunds435 sh$18.5K | 0.23% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust621 sh$26.4K | 0.22% |
| iShares Environmentally Aware Real Estate ETFiShares Trust729 sh$31K | 0.22% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust4.5K sh$191.4K | 0.21% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series104.8K sh$4.5M | 0.20% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust32.5K sh$1.4M | 0.20% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust19.1K sh$810.2K | 0.19% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust122.7K sh$5.2M | 0.19% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.4M sh$60.1M | 0.18% |
| Global X Russell 2000 ETFGLOBAL X FUNDS61.6K sh$2.6M | 0.18% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST312.7K sh$13.3M | 0.18% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST14.6K sh$618.6K | 0.18% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds167.1K sh$7.1M | 0.17% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust92.5K sh$3.9M | 0.16% |
| ULTRA SMALL CAP PROFUNDProFunds1.7K sh$70.4K | 0.12% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST60.9K sh$2.6M | 0.11% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust248 sh$10.5K | 0.10% |
| Wilmington Real Asset FundWilmington Funds10.4K sh$439.9K | 0.10% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust21.1K sh$896.5K | 0.09% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc4.1K sh$172.8K | 0.09% |
| Victory Small Cap Stock FundVictory Portfolios III18.5K sh$785K | 0.08% |
| iShares Morningstar Small-Cap ETFiShares Trust5.3K sh$225K | 0.08% |
| Victory Extended Market Index FundVictory Portfolios III14.5K sh$615.3K | 0.08% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust46.7K sh$2M | 0.08% |
| iShares Morningstar Small-Cap Value ETFiShares Trust11.6K sh$491.9K | 0.07% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds21.9K sh$930.4K | 0.07% |
| SMALL-CAP PROFUNDProFunds109 sh$4.6K | 0.06% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO13K sh$552.7K | 0.04% |
| 1290 Loomis Sayles Multi-Asset Income Fund1290 Funds734 sh$31.2K | 0.03% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO14.7K sh$623.8K | 0.03% |
| SA Goldman Sachs Multi-Asset Insights PortfolioSUNAMERICA SERIES TRUST374 sh$15.9K | 0.03% |
| SmallCap Value Fund IIPrincipal Funds, Inc8.6K sh$363.7K | 0.03% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust27.5K sh$1.2M | 0.03% |
| iShares Core Dividend ETFiShares Trust4K sh$171.4K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III714 sh$30.3K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds116.9K sh$5M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST77.4K sh$3.3M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust68.4K sh$2.9M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds7.9K sh$337.4K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS157.1K sh$6.7M | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.2K sh$137.8K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust127 sh$5.4K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.