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| Date | Value |
|---|---|
| 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 |