Phillips Edison - ARC Shopping Center REIT Inc

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Phillips Edison - ARC Shopping Center REIT Inc
TickerPECO
CIK #0001476204
CUSIP71844V201
SectorReal Estate & Construction - Real Estate Investment Trusts
Address11501 Northlake Drive, Cincinnati, OH 45249
Source [EDGAR]
CIK Filing 2011 - 2026
[0001476204] 10-K
[0001476204] 10-Q
[0001476204] 3
[0001476204] 4
[0001476204] 8-K
[0001476204] SC 13D
[0001476204] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Phillips Edison & Company Inc [2026-04-30] 0.0
Wellington Management Group LLP Phillips Edison & Company Inc [2026-02-10] 0.0
Vanguard Portfolio Management LLC Phillips Edison & Company Inc [2026-02-05] 0.0
State Street Corp Phillips Edison & Company Inc [2024-01-29] 5.58
Massachusetts Financial Services Co /MA/ Phillips Edison & Company Inc [2023-02-08] 5.0
BlackRock Inc Phillips Edison & Company Inc [2023-01-24] 9.5
Millennium Management LLC Phillips Edison & Company Inc [2022-03-11] 6.5
Janus Henderson Group PLC Phillips Edison & Company Inc [2022-02-11] 7.9
Vanguard Group Inc Phillips Edison & Company Inc [2022-02-10] 7.89
Wellington Management Group LLP Phillips Edison & Company Inc [2022-02-04] 0.53
BlackRock Inc Phillips Edison & Company Inc [2022-02-04] 6.9
Integrated Core Strategies US LLC Phillips Edison & Company Inc [2021-08-17] 4.7
FMR LLC Phillips Edison & Company Inc [2021-08-10] 0.0
Massachusetts Financial Services Co /MA/ Phillips Edison & Company Inc [2021-08-09] 14.7
Integrated Core Strategies US LLC Phillips Edison & Company Inc [2021-07-23] 4.0
Edison Jeffrey Phillips Edison & Company Inc [2021-07-19] 6.6
Form 3/4/5 Filer 2011 - 2026
Phillips Edison Grocery Center REIT I Inc
Strong John A
Chao Leslie T
Wood Gregory S
Terry Anthony E
Fischer Elizabeth
Murphy Devin Ignatius
Wang Parilee Edison
Quazzo Stephen R
Silfen Jane
Schlosser Joseph
Brady Tanya
Myers Robert F
Caulfield John P
Edison Jeffrey
Robison Jennifer L
Massey Paul
Addy Robert Mark
Garrison David W
Bessey John
Kirk Ronald
Phillips Michael
Hershman Ethan
Kahane William M
Smith Richard James
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Myers Robert F
Class B Units · derivative
2026-03-01 Option exercise 3,360 $0.00
Edison Jeffrey
OP Units · derivative
2026-03-01 Option exercise 39,672 $0.00
Robison Jennifer L
Common Stock
2026-03-01 Grant 3,564 $0.00
Brady Tanya
Class B Units · derivative
2026-03-01 Option exercise 1,258 $0.00
Caulfield John P
OP Units · derivative
2026-03-01 Option exercise 838.88 $0.00
Schlosser Joseph
Common Stock
2026-03-01 Tax withheld 633 $39.28 24,864
Myers Robert F
Class B Units · derivative
2026-03-01 Option exercise 2,811 $0.00
Myers Robert F
Class B Units · derivative
2026-03-01 Grant 13,238 $0.00
Brady Tanya
Class B Units · derivative
2026-03-01 Option exercise 1,184 $0.00
Myers Robert F
Class B Units · derivative
2026-03-01 Option exercise 2,770 $0.00
Myers Robert F
Class B Units · derivative
2026-03-01 Option exercise 3,379 $0.00
Caulfield John P
Class B Units · derivative
2026-03-01 Option exercise 1,134 $0.00
Murphy Devin Ignatius
Class B Units · derivative
2026-03-01 Option exercise 1,150.73 $0.00
Edison Jeffrey
Class B Units · derivative
2026-03-01 Option exercise 4,480.62 $0.00
Edison Jeffrey
Class B Units · derivative
2026-03-01 Option exercise 9,003 $0.00
Myers Robert F
Class B Units · derivative
2026-03-01 Option exercise 1,149.26 $0.00
Robison Jennifer L
Common Stock
2026-03-01 Tax withheld 891 $39.28 34,998
Edison Jeffrey
Class B Units · derivative
2026-03-01 Option exercise 9,135 $0.00
Caulfield John P
Class B Units · derivative
2026-03-01 Option exercise 2,957 $0.00
Caulfield John P
Class B Units · derivative
2026-03-01 Option exercise 838.88 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 439 107,357,304
2025-12-31 418 107,869,055
2025-09-30 403 104,623,726
2025-06-30 418 107,212,360
2025-03-31 407 103,741,531
2024-12-31 404 101,433,953
2024-09-30 403 99,863,451
2024-06-30 374 96,754,906
2024-03-31 364 99,626,170
2023-12-31 381 99,314,605
2023-09-30 358 96,815,389
2023-06-30 365 97,636,376
Form 13F Holdings
Firm Period DFND Voting Shares
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 123,636 123,636
Alaska Retirement Management Board [2026-06-30] SOLE 111,565 111,565
Independent Financial Group LLC [2026-06-30] SOLE 0 73,327
VERT Asset Management LLC [2026-06-30] DFND 0 63,606
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 101 60,657
Louisiana State Employees Retirement System [2026-06-30] SOLE 55,800 55,800
Cooper Financial Group [2026-06-30] SOLE 0 36,635
Yousif Capital Management LLC [2026-06-30] SOLE 8,329 34,116
Pensionfund PDN [2026-06-30] SOLE 0 25,500
Accel Wealth Management [2026-06-30] SOLE 0 24,786
Brookstone Capital Management [2026-06-30] SOLE 0 23,073
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 21,728
Certior Financial Group LLC [2026-06-30] SOLE 0 21,700
Avior Wealth Management LLC [2026-06-30] SOLE 0 21,001
Lakeridge Wealth Management LLC [2026-06-30] SOLE 0 17,318
Sage Capital Management LLC [2026-06-30] SOLE 15,237 15,237
Fiduciary Alliance LLC [2026-06-30] SOLE 13,728 13,728
TCP Asset Management LLC [2026-06-30] SOLE 0 13,306
Pensionfund Sabic [2026-06-30] SOLE 0 12,500
RFG Advisory LLC [2026-06-30] SOLE 0 11,922
Stonebridge Financial Group LLC [2026-06-30] SOLE 0 10,614
Apeiron RIA LLC [2026-06-30] SOLE 10,605 10,605
Spire Wealth Management [2026-06-30] SOLE 0 9,971
A & I Financial Services LLC [2026-06-30] SOLE 0 9,688
Acorn Financial Advisory Services Inc /ADV [2026-06-30] SOLE 8,827 8,827
First Heartland Consultants Inc [2026-06-30] SOLE 0 8,768
Merit Financial Group LLC [2026-06-30] SOLE 0 8,122
Castleview Partners LLC [2026-06-30] SOLE 0 7,507
Crossmark Global Holdings Inc [2026-06-30] SOLE 6,820 6,820
Wealthcare Advisory Partners LLC [2026-06-30] SOLE 0 6,656
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