Vault-13

PHILLIPS EDISON & CO INC PECO

COMMON STOCK · REIT · CUSIP 71844V201 · ISIN US71844V2016

American real estate investment trust

402 institutional holders +28 vs Q2 2024
100,989,053101.0m shares reported held*
82.4% of all shares outstanding*
$3.8bnreported value*
50 new 114 added 145 reduced 26 sold out net bought ≈ $95.8m (+2.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.6m this quarter). Holder counts are more reliable. Shares outstanding: 122.6m as of 2024-10-18, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $37.67. Options: 4 managers hold calls ($2.9m notional), 2 hold puts ($41.5k).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 330Q4 22: 343Q1 23: 349Q2 23: 365Q3 23: 360Q4 23: 381Q1 24: 363Q2 24: 374Q3 24: 402402Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022330
Q4 2022343
Q1 2023349
Q2 2023365
Q3 2023360
Q4 2023381
Q1 2024363
Q2 2024374
Q3 2024402

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 142 bought or addedQ4 22: 152 cut or sold outQ1 23: 139 bought or addedQ1 23: 158 cut or sold outQ1 23Q2 23: 153 bought or addedQ2 23: 157 cut or sold outQ3 23: 128 bought or addedQ3 23: 172 cut or sold outQ3 23Q4 23: 151 bought or addedQ4 23: 156 cut or sold outQ1 24: 147 bought or addedQ1 24: 176 cut or sold outQ1 24Q2 24: 152 bought or addedQ2 24: 173 cut or sold outQ3 24: 164 bought or addedQ3 24: 171 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022142152
Q1 2023139158
Q2 2023153157
Q3 2023128172
Q4 2023151156
Q1 2024147176
Q2 2024152173
Q3 2024164171

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ4 23 calls: $4.0mQ4 23 puts: $1.4mQ4 23P/C 0.34Q1 24 calls: $3.8mQ1 24 puts: $49.5kQ1 24P/C 0.01Q2 24 calls: $2.5mQ2 24 puts: $16.4kQ2 24P/C 0.01Q3 24 calls: $2.9mQ3 24 puts: $41.5kQ3 24P/C 0.01
Numbers
QuarterCallsPutsP/C
Q4 2023$4.0m$1.4m0.34
Q1 2024$3.8m$49.5k0.01
Q2 2024$2.5m$16.4k0.01
Q3 2024$2.9m$41.5k0.01

Biggest buyers

CENTERSQUARE INVESTMENT MANAGEMENT LLC Added +1,088,604+1.1m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +615,076+615.1k
DUFF & PHELPS INVESTMENT MANAGEMENT CO Added +492,160+492.2k
AEW CAPITAL MANAGEMENT L P New +427,070+427.1k
ADAGE CAPITAL PARTNERS GP, L.L.C. Added +325,000+325.0k
MILLENNIUM MANAGEMENT LLC Added +257,398+257.4k
MORGAN STANLEY Added +242,371+242.4k
Schonfeld Strategic Advisors LLC Added +234,898+234.9k
GOLDMAN SACHS GROUP INC Added +215,580+215.6k
KENNEDY CAPITAL MANAGEMENT LLC Added +198,419+198.4k

Biggest sellers

Thrivent Financial for Lutherans Reduced -411,075-411.1k
Balyasny Asset Management L.P. Sold out -403,631-403.6k
AMERICAN CENTURY COMPANIES INC Reduced -349,688-349.7k
WELLINGTON MANAGEMENT GROUP LLP Reduced -299,097-299.1k
FMR LLC Reduced -184,119-184.1k
JANUS HENDERSON GROUP PLC Reduced -174,196-174.2k
Nuveen Asset Management, LLC Reduced -153,469-153.5k
Bank of New York Mellon Corp Reduced -141,718-141.7k
WESTWOOD HOLDINGS GROUP INC Reduced -120,000-120.0k
Alyeska Investment Group, L.P. Reduced -108,829-108.8k

Biggest calls

CITADEL ADVISORS LLC Added $2.5m66.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $365.8k9.7k shares
SIMPLEX TRADING, LLC Added $33.0k900 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $41.5k1.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-02-05 10.8% new 13.6m≈ $566.6m 2026-02-05
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 6.7m≈ $280.5m 2026-04-30

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.1%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q3 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 22: 0 buyingQ4 22: 1 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20220—1$301.6k—
Q1 20230—0——
Q2 20231$291.8k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 21,511,70321.5m $811.2m $811.2m 0.02% First filing
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 19,239,42919.2m $725.5m $725.5m 0.01% Added +9.6k +9,554
3 WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio Boston, MA 7,375,9547.4m $278.1m $278.1m 0.05% Reduced -299.1k -299,097
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 7,068,6847.1m $267.3m $267.3m 0.01% Added +18.4k +18,429
5 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,190,8363.2m $120.3m $120.3m 0.01% Added +19.2k +19,205
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,640,3752.6m $99.6m $99.6m 0.01% Reduced -184.1k -184,119
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,262,7362.3m $85.3m $85.3m 0.00% Reduced -32.4k -32,428
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,094,3312.1m $79.0m $79.0m 0.02% Added +102.5k +102,519
9 MACQUARIE GROUP LTD 0.06% of their portfolio Sydney, NSW 2000, C3 1,556,4731.6m $58.7m $58.7m 0.06% Reduced -36.9k -36,859
10 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,480,5441.5m $55.8m $55.8m 0.01% Unchanged
11 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.64% of their portfolio CHICAGO, IL 1,474,1301.5m $55.6m $55.6m 0.64% Added +492.2k +492,160
12 Alyeska Investment Group, L.P. 0.28% of their portfolio CHICAGO, IL 1,449,6921.4m $54.7m $54.7m 0.28% Reduced -108.8k -108,829
13 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,337,8781.3m $50.5m $50.5m 0.01% Added +87.1k +87,147
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,334,4371.3m $50.3m $50.3m 0.01% Added +616 +616
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,273,9611.3m $48.0m $48.0m 0.00% Added +242.4k +242,371
16 CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.40% of their portfolio CONSHOHOCKEN, PA 1,135,3541.1m $42.8m $42.8m 0.40% Added +1.1m +1,088,604
17 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 1,108,7161.1m $41.8m $41.8m 0.01% Added +56.9k +56,897
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 964,559964.6k $36.4m $36.4m 0.01% Reduced -141.7k -141,718
19 Legal & General Group Plc 0.01% of their portfolio London, X0 903,347903.3k $34.1m $34.1m 0.01% Reduced -92.4k -92,387
20 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 851,939851.9k $32.1m $32.1m 0.07% Reduced -49.3k -49,262
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 841,616841.6k $31.7m $31.7m 0.01% Added +215.6k +215,580
22 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 765,822765.8k $28.9m $28.9m 0.01% Added +615.1k +615,076
23 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 730,398730.4k $27.5m $27.5m 0.01% Reduced -153.5k -153,469
24 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 586,125586.1k $22.1m $22.1m 0.01% Reduced -174.2k -174,196
25 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 577,930577.9k $21.8m $21.8m 0.01% Reduced -26.6k -26,550
26 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 514,112514.1k $19.4m $19.4m 0.02% Added +257.4k +257,398
27 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 450,000450.0k $17.0m $17.0m 0.03% Added +325.0k +325,000
28 AEW CAPITAL MANAGEMENT L P 0.69% of their portfolio BOSTON, MA 427,070427.1k $16.1m $16.1m 0.69% New
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 422,023422.0k $15.9m $15.9m 0.00% Added +91.0k +90,971
30 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 418,773418.8k $15.8m $15.8m 0.05% Reduced -23.3k -23,288
31 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 399,608399.6k $15.1m $15.1m 0.03% Added +78.3k +78,262
32 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 388,669388.7k $14.7m $14.7m 0.01% Reduced -13.4k -13,409
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 381,100381.1k $14.4m $14.4m 0.00% Reduced -6.3k -6,251
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 334,635334.6k $12.6m $12.6m 0.00% Added +4.9k +4,921
35 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 329,168329.2k $12.4m $12.4m 0.01% Added +42.7k +42,674
36 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 325,855325.9k $12.3m $12.3m 0.01% Added +15.7k +15,700
37 KENNEDY CAPITAL MANAGEMENT LLC 0.26% of their portfolio ST LOUIS, MO 313,106313.1k $11.8m $11.8m 0.26% Added +198.4k +198,419
38 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 279,432279.4k $10.5m $10.5m 0.00% Added +92.1k +92,129
39 Asset Management One Co., Ltd. 0.04% of their portfolio TOKYO, M0 272,926272.9k $10.3m $10.3m 0.04% Reduced -8.0k -7,952
40 Public Sector Pension Investment Board 0.05% of their portfolio MONTREAL, A8 259,938259.9k $9.8m $9.8m 0.05% Reduced -9.4k -9,400
41 Schonfeld Strategic Advisors LLC 0.07% of their portfolio NEW YORK, NY 243,298243.3k $9.2m $9.2m 0.07% Added +234.9k +234,898
42 Swiss National Bank 0.01% of their portfolio ZURICH, V8 239,100239.1k $9.0m $9.0m 0.01% Reduced -1.4k -1,400
43 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio COLUMBUS, OH 219,555219.6k $8.3m $8.3m 0.04% Added +45.1k +45,082
44 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 217,520217.5k $8.2m $8.2m 0.02% Reduced -16.1k -16,063
45 B&I Capital AG 2.32% of their portfolio ZURICH, V8 212,545212.5k $8.0m $8.0m 2.32% Reduced -10.2k -10,250
46 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 199,110199.1k $7.5m $7.5m 0.01% Reduced -4.8k -4,814
47 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 198,424198.4k $7.5m $7.5m 0.01% Reduced -411.1k -411,075
48 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 195,802195.8k $7.4m $7.4m 0.01% Reduced -44.1k -44,103
49 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 187,049187.0k $7.1m $7.1m 0.01% Added +153.9k +153,921
50 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 184,315184.3k $7.0m $7.0m 0.00% Reduced -86.0k -86,033
51 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 177,569177.6k $6.7m $6.7m 0.01% Added +54.8k +54,800
52 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 172,712172.7k $6.5m $6.5m 0.01% Added +61.0k +61,011
53 Employees Retirement System of Texas 0.06% of their portfolio AUSTIN, TX 170,000170.0k $6.4m $6.4m 0.06% Added +70.0k +70,000
54 Mariner, LLC 0.01% of their portfolio Overland Park, KS 169,699169.7k $6.4m $6.4m 0.01% Reduced -862 -862
55 Prime Capital Investment Advisors, LLC 0.09% of their portfolio OVERLAND PARK, KS 162,865162.9k $6.1m $6.1m 0.09% Reduced -10.0k -10,038
56 NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio TOKYO, M0 153,560153.6k $5.8m $5.8m 0.02% Added +850 +850
57 McAdam, LLC 0.32% of their portfolio Philadelphia, PA 149,413149.4k $5.6m $5.6m 0.32% Reduced -16.7k -16,656
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 148,148148.1k $5.6m $5.6m 0.00% Added +104.2k +104,223
59 STRS OHIO 0.02% of their portfolio COLUMBUS, OH 141,700141.7k $5.3m $5.3m 0.02% Added +118.7k +118,700
60 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 139,146139.1k $5.2m $5.2m 0.02% Added +118.6k +118,640
61 INDEPENDENT FINANCIAL GROUP, LLC 0.19% of their portfolio SAN DIEGO, CA 137,399137.4k $5.2m $5.2m 0.19% Reduced -23.5k -23,498
62 CENTAURUS FINANCIAL, INC. 0.33% of their portfolio ANAHEIM, CA 136,258136.3k $5.1m $5.1m 0.33% Added +4.8k +4,850
63 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 134,433134.4k $5.1m $5.1m 0.00% Reduced -880 -880
64 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 130,865130.9k $4.9m $4.9m 0.01% Reduced -200 -200
65 State of Alaska, Department of Revenue 0.05% of their portfolio JUNEAU, AK 128,121128.1k $4.8m $4.8m 0.05% Reduced -2.7k -2,662
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 115,798115.8k $4.4m $4.4m 0.01% Reduced -3.5k -3,536
67 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 113,191113.2k $4.3m $4.3m 0.04% Reduced -45.2k -45,162
68 Ameritas Advisory Services, LLC 0.18% of their portfolio Lincoln, NE 109,568109.6k $4.1m $4.1m 0.18% Reduced -8.8k -8,830
69 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 109,531109.5k $4.1m $4.1m 0.04% Added +3.8k +3,797
70 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 106,331106.3k $4.0m $4.0m 0.01% Added +3.0k +3,024
71 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 104,117104.1k $2.8k $2.8k 0.01% Added +100.9k +100,856
72 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 101,588101.6k $3.8m $3.8m 0.01% Reduced -4.5k -4,531
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 101,370101.4k $3.8m $3.8m 0.01% Reduced -25.6k -25,607
74 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 97,74797.7k $3.7m $3.7m 0.04% Reduced -2.4k -2,437
75 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 95,76095.8k $3.6m $3.6m 0.00% Reduced -2.6k -2,633
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 89,30089.3k $3.3m $3.3m 0.00% Added +76.7k +76,706
77 Amundi 0.00% of their portfolio Paris, I0 88,12388.1k $3.2m $3.2m 0.00% Added +402 +402
78 DIVERSIFY WEALTH MANAGEMENT, LLC 0.30% of their portfolio SANDY, UT 84,89684.9k $3.1m $3.1m 0.30% Reduced -1.9k -1,925
79 Holocene Advisors, LP 0.01% of their portfolio New York, NY 84,82884.8k $3.2m $3.2m 0.01% Added +16.7k +16,723
80 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 82,39782.4k $3.1m $3.1m 0.00% Added +66.0k +66,037
81 MONEY CONCEPTS CAPITAL CORP 0.23% of their portfolio PALM BEACH GARDENS, FL 80,59580.6k $3.0m $3.0m 0.23% Reduced -4.9k -4,916
82 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 78,25278.3k $3.0m $3.0m 0.00% Unchanged
83 ClariVest Asset Management LLC 0.26% of their portfolio SAN DIEGO, CA 78,14578.1k $2.6m $2.6m 0.26% Unchanged
84 Modern Wealth Management, LLC 0.18% of their portfolio KANSAS CITY, MO 76,22376.2k $2.9m $2.9m 0.18% Reduced -7.2k -7,200
85 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 73,59373.6k $2.8m $2.8m 0.02% Reduced -1.1k -1,140
86 HARBOR CAPITAL ADVISORS, INC. 0.12% of their portfolio CHICAGO, IL 71,87171.9k $2.7m $2.7m 0.12% Reduced -5.8k -5,815
87 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 71,73471.7k $2.7m $2.7m 0.00% Added +1.8k +1,762
88 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,34671.3k $2.7m $2.7m 0.00% Added +4.4k +4,437
89 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 70,88570.9k $2.7m $2.7m 0.00% Reduced -2.0k -1,957
90 Corebridge Financial, Inc. 0.01% of their portfolio HOUSTON, TX 70,47070.5k $2.7m $2.7m 0.01% Reduced -740 -740
91 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 70,13270.1k $2.6m $2.6m 0.00% Reduced -1.4k -1,361
92 J.W. COLE ADVISORS, INC. 0.11% of their portfolio TAMPA, FL 68,75568.8k $2.6m $2.6m 0.11% Reduced -3.9k -3,856
93 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 67,16367.2k $2.5m $2.5m 0.01% Added +5.3k +5,337
94 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 67,12967.1k $2.5m $2.5m 0.03% Reduced -4.9k -4,945
95 O'Dell Group, LLC 0.55% of their portfolio CINCINNATI, OH 65,69665.7k $2.5m $2.5m 0.55% Reduced -731 -731
96 FIRST FOUNDATION ADVISORS 0.09% of their portfolio Irvine, CA 63,68263.7k $2.4m $2.4m 0.09% Reduced -6.2k -6,150
97 Illinois Municipal Retirement Fund 0.03% of their portfolio OAK BROOK, IL 62,58262.6k $2.4m $2.4m 0.03% Reduced -3.4k -3,371
98 RMR Wealth Builders 0.25% of their portfolio Montclair, NJ 61,25361.3k $2.3m $2.3m 0.25% Reduced -16.7k -16,716
99 Koshinski Asset Management, Inc. 0.20% of their portfolio DECATUR, IL 60,23960.2k $2.3m $2.3m 0.20% Reduced -4.2k -4,242
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 59,28159.3k $2.2m $2.2m 0.00% Added +1.9k +1,905