Phillips Edison & Co Inc Strategic Asset Allocation Index

Latest as of June 2026: 2.1%

Phillips Edison & Co Inc strategic asset allocation index. Phillips Edison & Co Inc (PECO) has a Strategic Asset Allocation Index of 2.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $54.56 Million) total $54.56 Million, measured against net assets of $2.66 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Phillips Edison & Co Inc (PECO) tangible equity ratio to evaluate the tangible quality of the company's equity base.

SAAI

2.1%
Strategic Assets / Net Assets

Strategic Assets

$54.56 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.66 Billion
USD

Strategic Asset Allocation Index of Phillips Edison & Co Inc (2017–2025)

Strategic asset allocation index of Phillips Edison & Co Inc from 2017 to 2025. This chart shows how Phillips Edison & Co Inc's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of June 2026, the index stands at 2.1%, representing strategic assets of $54.56 Million against net assets of $2.66 Billion USD.

Phillips Edison & Co Inc Strategic Asset Allocation Index by Year (2017–2025)

Phillips Edison & Co Inc strategic asset allocation index by year from 2017 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Phillips Edison & Co Inc from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Phillips Edison & Co Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 1.9% $49.44 Million $- $49.44 Million $2.59 Billion ▲ +0.4 pp
2024 1.5% $38.45 Million $- $38.45 Million $2.63 Billion ▲ +0.3 pp
2023 1.2% $32.09 Million $- $32.09 Million $2.65 Billion ▼ -163.2 pp
2022 164.5% $4.27 Billion $4.24 Billion $27.20 Million $2.60 Billion ▼ -12.6 pp
2021 177.1% $4.38 Billion $4.35 Billion $31.33 Million $2.48 Billion ▼ -243.8 pp
2020 420.9% $8.48 Billion $4.09 Billion $4.39 Billion $2.02 Billion ▲ +224.1 pp
2019 196.8% $4.27 Billion $4.22 Billion $42.85 Million $2.17 Billion ▲ +10.2 pp
2018 186.5% $4.50 Billion $4.45 Billion $46.35 Million $2.41 Billion ▼ -21.2 pp
2017 207.7% $3.07 Billion $3.07 Billion $902.00K $1.48 Billion —
pp = percentage points