Welcome to our dedicated page for Phillips Edison & Company SEC filings (Ticker: PECO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Phillips Edison & Company filings document the financial reporting, capital structure and governance of a retail real estate company focused on grocery-anchored shopping centers. Its Form 8-K filings frequently furnish quarterly and annual results, supplemental disclosures, business-performance commentary, earnings guidance, and Regulation FD materials tied to its REIT operating metrics.
PECO’s regulatory record also covers dividend and distribution approvals for common stockholders and operating partnership unit holders, public debt activity through Phillips Edison Grocery Center Operating Partnership I, L.P., senior unsecured note guarantees, restrictive covenant disclosures, and proxy matters including shareholder voting, board governance and executive compensation.
Phillips Edison & Company, Inc. declared a monthly dividend distribution of $0.1083 per share on its common stock for August 2026, payable on September 1, 2026 to stockholders of record as of August 17, 2026. Operating partnership unit holders receive distributions at the same rate, subject to required tax withholding.
As of June 30, 2026, the company managed 330 grocery-anchored neighborhood shopping centers, including 302 wholly-owned centers totaling 33.9 million square feet across 31 states, plus 28 centers owned through three institutional joint ventures.
Phillips Edison & Company, Inc., a grocery-anchored shopping-center REIT, reported stronger results for the three and six months ended June 30, 2026. Total revenues were $189.6 million for the quarter, up from $177.8 million, while net income attributable to stockholders rose to $41.1 million (diluted EPS $0.33) from $12.8 million ($0.10), helped by higher rental income and a $19.4 million gain on property sales.
For the first half, revenues reached $380.4 million and net income attributable to stockholders was $71.5 million. The company acquired 10 properties and one outparcel for $268.4 million and sold four properties and one outparcel for contracts totaling $86.9 million. Wholly owned portfolio leased occupancy was high at 97.3%, with annualized base rent of $560.4 million and strong comparable rent spreads on new and renewal leases.
Total assets were $5.44 billion and debt obligations, net, were $2.45 billion, with a weighted-average interest rate of 4.4% and most borrowings fixed-rate. In February 2026, the company issued $350 million of 4.750% senior notes due 2033, using proceeds to refinance term loans and reduce revolver borrowings. Through its at-the-market program, it sold 2.0 million shares for net proceeds of $85.3 million and continued paying monthly distributions of $0.1083 per share and OP unit.
Phillips Edison & Company, Inc. reported second quarter 2026 results with net income attributable to stockholders of $41.1 million, or $0.33 per diluted share, up from $12.8 million, or $0.10 per diluted share, a year earlier. Nareit FFO rose to $93.7 million, or $0.67 per diluted share, and Core FFO to $95.5 million, or $0.69, reflecting year-over-year per‑share growth of 8.1% and 7.8%, respectively. Same‑center NOI increased 3.8% to $120.6 million.
As of June 30, 2026, the wholly owned portfolio comprised 302 properties totaling 33.9 million square feet, with leased occupancy of 97.3% and record‑high leased inline occupancy of 95.5%. During the quarter, 304 leases were executed across about 1.2 million square feet, with comparable rent spreads of 33.7% on new leases and 21.2% on renewals. The company acquired six shopping centers and one outparcel for $152.4 million at its prorated share and sold $64.6 million in assets, while also issuing 2.0 million shares via its ATM program for net proceeds of $85.3 million.
Liquidity totaled about $857.3 million, including $30.0 million of cash and $827.3 million of revolver capacity. Net debt to annualized Adjusted EBITDAre was 5.1x, and 95.9% of debt was fixed‑rate. Management raised 2026 guidance, now expecting diluted net income per share of $0.95–$0.97, Core FFO per share of $2.73–$2.79, same‑center NOI growth of 3.40%–4.00%, and gross acquisitions of $500–$600 million.
Wellington Management Group LLP amends a Schedule 13G/A reporting beneficial ownership of common stock of Phillips Edison & Company, Inc. The amendment identifies 5,212,095 shares as beneficially owned with 4,238,900 shares of shared voting power, representing 4.14% of the class. The filing lists related Wellington entities and states the shares are owned of record by clients of Wellington investment advisers.
Fischer Elizabeth reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Elizabeth Fischer received a grant of 2,901 shares of restricted Common Stock as compensation. These shares were awarded at no cash cost and increase her direct holdings to 24,758 shares. The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual stockholder meeting that occurs at least 50 weeks after the prior year’s meeting, assuming she continues in service until that vesting date.
QUAZZO STEPHEN R reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Stephen R. Quazzo reported receiving a grant of 2,901 shares of restricted Common Stock at no cash cost. These shares will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that is at least 50 weeks after the prior year’s meeting, subject to his continued service. Following this award, he directly holds 50,336 shares of the company’s Common Stock.
Silfen Jane reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Jane Silfen received a grant of 2,901 shares of restricted Common Stock as equity compensation. The shares were granted at no cash cost to her and increase her direct holdings to 24,758 shares of Common Stock.
According to the terms, this restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that occurs at least 50 weeks after the prior year’s annual meeting, provided she continues serving through the applicable vesting date.
Strong John A. reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director John A. Strong received a grant of 2,901 shares of restricted Common Stock on May 12, 2026. These shares were awarded at no cash cost and are part of his director compensation.
The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual stockholders’ meeting that occurs at least 50 weeks after the prior year’s meeting, provided he remains in service through that vesting date. After this grant, Strong directly holds 27,151 shares of Common Stock.
Wood Gregory S. reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Gregory S. Wood received a grant of 2,901 shares of restricted Common Stock on 2026-05-12. These shares were awarded at a stated price of $0.0000 per share as part of his director compensation.
The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that occurs at least 50 weeks after the prior year’s annual meeting, subject to his continued service through that vesting date. After this grant, Wood directly owns 30,222 shares of Common Stock.
Terry Anthony E reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Terry E. Anthony received a grant of 2,901 shares of restricted Common Stock. The award was granted at no cash price and is structured to vest in full on the earlier of the first anniversary of the grant date or the next annual stockholder meeting that occurs at least 50 weeks after the prior year’s annual meeting, subject to continued service. Following this grant, Anthony directly holds 11,238 shares of the company’s Common Stock.