Phillips Edison & Co Inc (PECO) — Strategic Asset Allocation Index

Latest as of December 2025: 1.9%

Phillips Edison & Co Inc (PECO) has a Strategic Asset Allocation Index of 1.9% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $49.44 Million) total $49.44 Million, measured against net assets of $2.59 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Phillips Edison & Co Inc (PECO) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

1.9%
Strategic Assets / Net Assets

Strategic Assets

$49.44 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.59 Billion
USD

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

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 December 2025, the index stands at 1.9%, representing strategic assets of $49.44 Million against net assets of $2.59 Billion USD. For live market cap and overall valuation, see PECO market cap overview.

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

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. See Phillips Edison & Co Inc net assets for net asset value and shareholders' equity analysis.

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