Phillips Edison & Company, Inc.
PECO- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001476204
No open-market purchases or sales by Phillips Edison & Company, Inc. insiders were filed in the last 90 days; 447 institutions reported holding it in 13F filings for Q2 2026, worth $4.79B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 447
- +10 vs. Q1 2026
- Shares held
- 115.1M
- +7.32M (+6.8%) vs. Q1 2026
- Total value
- $4.79B
- +$758.0M (+18.8%) vs. Q1 2026
- New holders
- 50
- 176 more added
- Sold out
- 40
- 133 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PECO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 447 | $4.79B |
| Q1 2026 | 442 | $4.06B |
| Q4 2025 | 419 | $3.88B |
| Q3 2025 | 403 | $3.62B |
| Q2 2025 | 421 | $3.79B |
| Q1 2025 | 404 | $3.85B |
| Q4 2024 | 403 | $3.85B |
| Q3 2024 | 402 | $3.81B |
| Q2 2024 | 374 | $3.22B |
| Q1 2024 | 363 | $3.64B |
| Q4 2023 | 381 | $3.67B |
| Q3 2023 | 360 | $3.31B |
| Q2 2023 | 365 | $3.38B |
| Q1 2023 | 347 | $2.88B |
| Q4 2022 | 344 | $2.68B |
| Q3 2022 | 331 | $2.37B |
| Q2 2022 | 343 | $2.76B |
| Q1 2022 | 301 | $2.37B |
| Q4 2021 | 95 | $735.6M |
| Q3 2021 | 80 | $640.8M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,307,528 | $970.1M | 0.01% | +1,256,516+5.7% | Added |
| Vanguard Portfolio Management LLC | 14,398,478 | $599.3M | 0.03% | +511,118+3.7% | Added |
| State Street Corp | 7,290,689 | $304.2M | 0.01% | +161,064+2.3% | Added |
| Vanguard Capital Management LLC | 5,728,291 | $238.4M | 0.01% | +32,997+0.6% | Added |
| FMR LLC | 4,220,531 | $175.7M | 0.01% | +87,939+2.1% | Added |
| Wellington Management Group LLP | 4,011,362 | $167.0M | 0.03% | −1,200,733−23.0% | Reduced |
| Geode Capital Management, LLC | 3,767,699 | $156.8M | 0.01% | +222,607+6.3% | Added |
| Canada Pension Plan Investment Board | 3,351,653 | $139.5M | 0.08% | +54,980+1.7% | Added |
| Goldman Sachs Group Inc | 2,939,127 | $122.3M | 0.01% | +1,235,955+72.6% | Added |
| Charles Schwab Investment Management Inc | 2,468,884 | $102.8M | 0.01% | +105,405+4.5% | Added |
| Northern Trust Corp | 2,346,911 | $97.7M | 0.01% | +856,424+57.5% | Added |
| Duff & Phelps Investment Management Co | 2,006,105 | $83.5M | 0.79% | +204,589+11.4% | Added |
| JPMorgan Chase & Co | 1,928,640 | $81.7M | 0.00% | +136,992+7.6% | Added |
| Dimensional Fund Advisors LP | 1,917,053 | $79.8M | 0.01% | +17,839+0.9% | Added |
| Norges Bank | 1,652,337 | $68.8M | 0.01% | +1,652,337 | New |
| Bank of America Corp | 1,123,351 | $46.8M | 0.00% | +569,574+102.9% | Added |
| Bank of New York Mellon Corp | 998,094 | $41.5M | 0.01% | +55,482+5.9% | Added |
| Arrowstreet Capital, Limited Partnership | 994,906 | $41.4M | 0.02% | +511,598+105.9% | Added |
| Alyeska Investment Group, L.P. | 969,995 | $40.4M | 0.10% | +912,698+1,592.9% | Added |
| Ameriprise Financial Inc | 946,006 | $39.4M | 0.01% | −1,315−0.1% | Reduced |
| Morgan Stanley | 901,192 | $37.5M | 0.00% | −44,935−4.7% | Reduced |
| Vanguard Fiduciary Trust Co | 840,299 | $35.0M | 0.01% | +14,672+1.8% | Added |
| UBS Asset Management Americas Inc | 836,830 | $34.8M | 0.01% | +834,250+32,335.3% | Added |
| Nuveen, LLC | 805,923 | $33.5M | 0.01% | −186,930−18.8% | Reduced |
| Jupiter Asset Management Ltd | 770,034 | $32.0M | 0.16% | +770,034 | New |
| Legal & General Group Plc | 750,049 | $31.2M | 0.01% | −61,659−7.6% | Reduced |
| Renaissance Technologies LLC | 681,402 | $28.4M | 0.04% | +288,400+73.4% | Added |
| Cetera Investment Advisers | 641,969 | $26.7M | 0.02% | −15,048−2.3% | Reduced |
| Nomura Asset Management International Inc. | 635,548 | $26.5M | 0.04% | −343,777−35.1% | Reduced |
| Jupiter Topco LLC | 615,054 | $25.6M | 0.01% | +615,054 | New |
| Principal Financial Group Inc | 609,014 | $25.3M | 0.01% | −3,115−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 605,186 | $25.2M | 0.03% | +293,845+94.4% | Added |
| Hudson Bay Capital Management LP | 598,996 | $24.9M | 0.12% | −311,033−34.2% | Reduced |
| Balyasny Asset Management LLC | 563,639 | $23.5M | 0.04% | −140,983−20.0% | Reduced |
| American Century Companies Inc | 560,089 | $23.3M | 0.01% | −399,769−41.6% | Reduced |
| UBS Group AG | 509,030 | $21.2M | 0.00% | +24,120+5.0% | Added |
| Kennedy Capital Management, Inc. | 481,848 | $20.1M | 0.36% | −14,861−3.0% | Reduced |
| Invesco Ltd. | 456,216 | $19.0M | 0.00% | −6,299−1.4% | Reduced |
| Public Sector Pension Investment Board | 432,856 | $18.0M | 0.05% | −57,103−11.7% | Reduced |
| Mackenzie Financial Corp | 404,204 | $16.8M | 0.02% | +360,157+817.7% | Added |
| Deutsche Bank AG | 383,820 | $16.0M | 0.00% | +14,383+3.9% | Added |
| LPL Financial LLC | 371,940 | $15.5M | 0.00% | +26,427+7.6% | Added |
| Algert Global LLC | 369,750 | $15.4M | 0.18% | +76,850+26.2% | Added |
| Nordea Investment Management AB | 342,026 | $14.4M | 0.01% | +110,320+47.6% | Added |
| Rhumbline Advisers | 331,637 | $13.8M | 0.01% | −27,328−7.6% | Reduced |
| Engineers Gate Manager LP | 297,382 | $12.4M | 0.16% | −1,457,255−83.1% | Reduced |
| California Public Employees Retirement System | 274,388 | $11.4M | 0.01% | +13,205+5.1% | Added |
| Advisor Group Holdings, Inc. | 265,798 | $11.1M | 0.01% | +59,197+28.7% | Added |
| HSBC Holdings PLC | 263,965 | $11.0M | 0.01% | +6,267+2.4% | Added |
| Swiss National Bank | 252,800 | $10.5M | 0.01% | +3,900+1.6% | Added |
| Sophron Capital Management L.P. | 251,859 | $10.5M | 3.25% | −131,887−34.4% | Reduced |
| Asset Management One Co.,Ltd. | 247,418 | $10.3M | 0.03% | +20,032+8.8% | Added |
| AQR Capital Management LLC | 237,191 | $9.87M | 0.00% | +45,973+24.0% | Added |
| Millennium Management LLC | 231,934 | $9.65M | 0.01% | +114,995+98.3% | Added |
| Prudential Financial Inc | 231,255 | $9.62M | 0.01% | +101,535+78.3% | Added |
| Nomura Asset Management Co Ltd | 204,770 | $8.52M | 0.02% | +11,080+5.7% | Added |
| Bessemer Group Inc | 188,495 | $7.84M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 187,417 | $7.80M | 0.01% | −640−0.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 185,000 | $7.70M | 0.01% | −265,000−58.9% | Reduced |
| Federated Hermes, Inc. | 181,848 | $7.57M | 0.01% | +181,848 | New |
| Citigroup Inc | 178,100 | $7.41M | 0.00% | +12,691+7.7% | Added |
| State of Wisconsin Investment Board | 170,653 | $7.10M | 0.01% | −12,695−6.9% | Reduced |
| Alliancebernstein L.P. | 179,014 | $6.70M | 0.00% | −4,110−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 159,122 | $6.62M | 0.11% | −2,217−1.4% | Reduced |
| Tudor Investment Corp Et Al | 151,562 | $6.31M | 0.03% | +151,562 | New |
| Price T Rowe Associates Inc | 151,540 | $6.31M | 0.00% | +22,644+17.6% | Added |
| Quantinno Capital Management LP | 149,276 | $6.21M | 0.01% | +44,993+43.1% | Added |
| First Trust Advisors LP | 148,311 | $6.17M | 0.00% | +28,426+23.7% | Added |
| Public Employees Retirement System of Ohio | 144,937 | $6.03M | 0.02% | −370−0.3% | Reduced |
| California State Teachers Retirement System | 143,858 | $5.99M | 0.01% | −4,162−2.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 142,192 | $5.92M | 0.09% | +97,302+216.8% | Added |
| McAdam, LLC | 135,857 | $5.65M | 0.22% | −576−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 133,939 | $5.57M | 0.00% | −2,869−2.1% | Reduced |
| Russell Investments Group, Ltd. | 130,942 | $5.45M | 0.00% | +52,124+66.1% | Added |
| Standard Life Aberdeen plc | 130,558 | $5.43M | 0.01% | +9,796+8.1% | Added |
| SEI Investments Co | 129,052 | $5.37M | 0.00% | −38,391−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 128,460 | $5.35M | 0.01% | −818−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,636 | $5.15M | 0.02% | +35,692+40.6% | Added |
| Wells Fargo & Company | 122,448 | $5.10M | 0.00% | +64,612+111.7% | Added |
| Vanguard Asset Management, Ltd | 120,681 | $5.02M | 0.00% | +7,809+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,223 | $4.84M | 0.01% | +1,560+1.4% | Added |
| Vanguard Investments Australia, Ltd. | 115,660 | $4.81M | 0.01% | +439+0.4% | Added |
| State of Alaska, Department of Revenue | 111,565 | $4.64M | 0.05% | −20,457−15.5% | Reduced |
| Raymond James Financial Inc | 111,417 | $4.64M | 0.00% | −25,748−18.8% | Reduced |
| Verition Fund Management LLC | 110,900 | $4.62M | 0.03% | −124,369−52.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 107,551 | $4.48M | 0.00% | +6,539+6.5% | Added |
| Robeco Institutional Asset Management B.V. | 107,380 | $4.47M | 0.01% | +107,380 | New |
| Thrivent Financial for Lutherans | 103,863 | $4.32M | 0.01% | +672+0.7% | Added |
| Mutual of America Capital Management LLC | 98,566 | $4.10M | 0.04% | −4,228−4.1% | Reduced |
| Macquarie Group Ltd | 98,466 | $4.10M | 0.02% | +8,609+9.6% | Added |
| BNP Paribas Arbitrage, SA | 97,465 | $4.06M | 0.00% | +60,291+162.2% | Added |
| Modern Wealth Management, LLC | 96,847 | $4.03M | 0.05% | −3,477−3.5% | Reduced |
| Creative Planning | 96,281 | $4.01M | 0.00% | +10,056+11.7% | Added |
| Amundi | 93,789 | $3.90M | 0.00% | +264+0.3% | Added |
| Virginia Retirement Systems Et Al | 90,538 | $3.77M | 0.02% | +7,100+8.5% | Added |
| Prime Capital Investment Advisors, LLC | 89,536 | $3.73M | 0.04% | −2,044−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,539 | $3.73M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 89,136 | $3.71M | 0.01% | −1,458−1.6% | Reduced |
| Martingale Asset Management L P | 87,770 | $3.65M | 0.09% | +5,502+6.7% | Added |
| Lazard Asset Management LLC | 85,259 | $3.55M | 0.01% | +43,463+104.0% | Added |