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 $4.78B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 2021. 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
- 5
- −1 vs. Q1 2021
- Shares held
- 548.5K
- −2.18M (−79.9%) vs. Q1 2021
- Total value
- $5.79M
- −$20.7M (−78.1%) vs. Q1 2021
- New holders
- 1
- 0 more added
- Sold out
- 2
- 1 more reduced
Compare with Q1 2021: 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 | $4.78B |
| Q1 2026 | 442 | $4.06B |
| Q4 2025 | 419 | $3.87B |
| Q3 2025 | 403 | $3.58B |
| Q2 2025 | 421 | $3.79B |
| Q1 2025 | 404 | $3.83B |
| Q4 2024 | 403 | $3.85B |
| Q3 2024 | 402 | $3.77B |
| Q2 2024 | 374 | $3.18B |
| Q1 2024 | 363 | $3.54B |
| Q4 2023 | 381 | $3.61B |
| Q3 2023 | 360 | $3.31B |
| Q2 2023 | 365 | $3.38B |
| Q1 2023 | 347 | $2.73B |
| Q4 2022 | 344 | $2.68B |
| Q3 2022 | 331 | $2.34B |
| Q2 2022 | 343 | $2.75B |
| Q1 2022 | 301 | $2.37B |
| Q4 2021 | 95 | $735.6M |
| Q3 2021 | 80 | $640.8M |
| Q2 2021 | 5 | $5.79M |
| Q1 2021 | 6 | $26.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 375 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,180 | $86.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10,153 | $107.0K | 0.00% | +10,153 | New |
| BOK Financial Private Wealth, Inc. | 190,377 | $2.01M | 0.16% | −12,754−6.3% | Reduced |
| Outlook Wealth Advisors, LLC | 339,370 | $3.58M | 1.14% | 00.0% | Unchanged |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −2,132,090−100.0% | Sold out |
| Vaughan David Investments LLC | 0 | $0 | 0.00% | −46,846−100.0% | Sold out |