Phillips Edison & Company (PECO) Invested Capital (2013 - 2026)

Phillips Edison & Company (PECO) posted Invested Capital of $2.5 billion for Q2 2026, down 1.55% sequentially from $2.5 billion in Q1 2026, and up 2.41% YoY from $2.4 billion in Q2 2025.

Phillips Edison & Company (PECO) Invested Capital (2013 - 2026) Analysis & Trends

Phillips Edison & Company has reported Invested Capital for 12 years, with the latest figure at $2.5 billion in Q2 2026.

  • Quarterly Invested Capital rose 2.41% year-over-year to $2.5 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $9.7 billion (up 9.18% YoY) and the FY2025 annual result came in at $2.4 billion, up 12.6% from the prior year.
  • Invested Capital retreated to $2.5 billion in Q2 2026 per PECO's latest filing, from $2.5 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $2.5 billion in Q1 2026 and troughed at $1.9 billion in Q3 2023.
  • A 5-year average of $2.1 billion and a median of $2.0 billion in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital jumped 4837.39% in 2022, then decreased 0.16% in 2023.
  • Over 5 years, Invested Capital stood at $1.9 billion in 2022, then climbed by 3.83% to $2.0 billion in 2023, then climbed by 7.12% to $2.1 billion in 2024, then gained by 12.6% to $2.4 billion in 2025, then rose by 3.18% to $2.5 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $2.5 billion, $2.5 billion, and $2.4 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Simon Property 72.78 Bn 72.78 Bn 1.76 Bn 28.60 Bn
2 Realty Income 57.79 Bn 57.79 Bn - -
3 Kimco Realty 16.11 Bn 16.11 Bn 455.67 Mn -
4 Federal Realty Investment Trust 10.08 Bn 10.08 Bn 271.22 Mn 12.97 Mn
5 Agree Realty 8.85 Bn 8.83 Bn - -
6 Nnn Reit 8.69 Bn 8.69 Bn - 28.50 Mn
7 Macerich 6.71 Bn 6.71 Bn 171.77 Mn -
8 Essential Properties Realty Trust 6.53 Bn 6.53 Bn - -
9 Kite Realty Group Trust 5.30 Bn 5.30 Bn - -
10 Phillips Edison & Company 5.02 Bn 5.02 Bn - 2.45 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 2.45 Bn
Mar 31, 2026 2.49 Bn
Dec 31, 2025 2.38 Bn
Sep 30, 2025 2.39 Bn
Jun 30, 2025 2.39 Bn
Mar 31, 2025 2.28 Bn
Dec 31, 2024 2.11 Bn
Sep 30, 2024 2.10 Bn
Jun 30, 2024 2.04 Bn
Mar 31, 2024 2.02 Bn
Dec 31, 2023 1.97 Bn
Sep 30, 2023 1.87 Bn
Jun 30, 2023 1.95 Bn
Mar 31, 2023 1.97 Bn
Dec 31, 2022 1.90 Bn
Sep 30, 2022 1.87 Bn
Jun 30, 2022 1.88 Bn
Mar 31, 2022 1.88 Bn
Dec 31, 2021 1.89 Bn
Sep 30, 2021 1.70 Bn