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, Q3 2021
Institutional positions in Phillips Edison & Company, Inc. as of Sep 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
- 80
- +75 vs. Q2 2021
- Shares held
- 20.9M
- +20.3M (+3,704.3%) vs. Q2 2021
- Total value
- $640.8M
- +$635.0M (+10,976.4%) vs. Q2 2021
- New holders
- 80
- 0 more added
- Sold out
- 5
- 0 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,208,072 | $98.5M | 0.01% | +3,208,072 | New |
| Massachusetts Financial Services Co | 2,596,972 | $79.8M | 0.02% | +2,596,972 | New |
| Vanguard Group Inc | 1,731,096 | $53.2M | 0.00% | +1,731,096 | New |
| Wellington Management Group LLP | 1,463,740 | $45.0M | 0.01% | +1,463,740 | New |
| Centersquare Investment Management LLC | 1,264,383 | $38.8M | 0.40% | +1,264,383 | New |
| Janus Henderson Group PLC | 1,176,142 | $36.1M | 0.02% | +1,176,142 | New |
| BlackRock Inc. | 1,174,974 | $36.1M | 0.00% | +1,174,974 | New |
| Millennium Management LLC | 1,151,316 | $35.4M | 0.05% | +1,151,316 | New |
| Prudential Financial Inc | 951,456 | $29.2M | 0.04% | +951,456 | New |
| Holocene Advisors, LP | 871,856 | $26.8M | 0.15% | +871,856 | New |
| Vision Capital Corp | 744,016 | $22.8M | 10.52% | +744,016 | New |
| Balyasny Asset Management LLC | 507,049 | $15.6M | 0.07% | +507,049 | New |
| Geode Capital Management, LLC | 315,167 | $9.68M | 0.00% | +315,167 | New |
| Nuveen Asset Management, LLC | 256,819 | $7.89M | 0.00% | +256,819 | New |
| Gillson Capital LP | 255,454 | $7.84M | 0.57% | +255,454 | New |
| B&I Capital AG | 248,700 | $7.64M | 2.04% | +248,700 | New |
| Schonfeld Strategic Advisors LLC | 240,900 | $7.40M | 0.08% | +240,900 | New |
| State Street Corp | 217,036 | $6.67M | 0.00% | +217,036 | New |
| Alyeska Investment Group, L.P. | 213,321 | $6.55M | 0.08% | +213,321 | New |
| JPMorgan Chase & Co | 196,321 | $6.03M | 0.00% | +196,321 | New |
| Northern Trust Corp | 179,513 | $5.51M | 0.00% | +179,513 | New |
| Rokos Capital Management LLP | 170,000 | $5.23M | 0.79% | +170,000 | New |
| Ghisallo Capital Management LLC | 170,000 | $5.22M | 0.20% | +170,000 | New |
| Deutsche Bank AG | 148,121 | $4.55M | 0.00% | +148,121 | New |
| Real Estate Management Services LLC | 147,812 | $4.54M | 2.79% | +147,812 | New |
| Cinctive Capital Management LP | 141,002 | $4.33M | 0.24% | +141,002 | New |
| Charles Schwab Investment Management Inc | 134,922 | $4.14M | 0.00% | +134,922 | New |
| Caas Capital Management LP | 100,000 | $3.07M | 0.23% | +100,000 | New |
| Carlson Capital L P | 95,440 | $2.93M | 0.16% | +95,440 | New |
| Blackstone Group Inc. | 95,147 | $2.92M | 0.01% | +95,147 | New |
| Citadel Advisors LLC | 58,078 | $1.78M | 0.00% | +58,078 | New |
| Bank of New York Mellon Corp | 53,569 | $1.65M | 0.00% | +53,569 | New |
| Ameriprise Financial Inc | 46,170 | $1.42M | 0.00% | +46,170 | New |
| Two Sigma Investments, LP | 41,900 | $1.29M | 0.00% | +41,900 | New |
| Beck Capital Management, LLC | 37,368 | $1.15M | 0.39% | +37,368 | New |
| Verition Fund Management LLC | 32,748 | $1.01M | 0.02% | +32,748 | New |
| Thrivent Financial for Lutherans | 32,150 | $987.0K | 0.00% | +32,150 | New |
| Allstate Corp | 26,878 | $825.0K | 0.03% | +26,878 | New |
| STRS Ohio | 25,657 | $787.0K | 0.00% | +25,657 | New |
| Fort Washington Investment Advisors Inc | 24,700 | $759.0K | 0.00% | +24,700 | New |
| Rhumbline Advisers | 24,116 | $741.0K | 0.00% | +24,116 | New |
| Full18 Capital LLC | 22,964 | $705.0K | 0.28% | +22,964 | New |
| Hudson Bay Capital Management LP | 17,458 | $536.0K | 0.01% | +17,458 | New |
| Norges Bank | 16,579 | $509.0K | 0.00% | +16,579 | New |
| Goldman Sachs Group Inc | 14,824 | $455.0K | 0.00% | +14,824 | New |
| Man Group plc | 14,700 | $451.0K | 0.00% | +14,700 | New |
| Walleye Capital LLC | 12,536 | $385.0K | 0.01% | +12,536 | New |
| Independent Financial Group, LLC | 12,000 | $368.5K | 0.04% | +12,000 | New |
| German American Bancorp, Inc. | 11,118 | $341.0K | 0.05% | +11,118 | New |
| Koshinski Asset Management, Inc. | 10,950 | $336.3K | 0.03% | +10,950 | New |
| SG Americas Securities, LLC | 10,863 | $334.0K | 0.00% | +10,863 | New |
| Morgan Stanley | 10,406 | $319.0K | 0.00% | +10,406 | New |
| Manufacturers Life Insurance Company, The | 10,357 | $318.0K | 0.00% | +10,357 | New |
| American International Group, Inc. | 10,259 | $315.0K | 0.00% | +10,259 | New |
| California State Teachers Retirement System | 10,128 | $311.0K | 0.00% | +10,128 | New |
| State of Alaska, Department of Revenue | 9,849 | $302.0K | 0.00% | +9,849 | New |
| Two Sigma Advisers, LP | 9,700 | $298.0K | 0.00% | +9,700 | New |
| Bank of Montreal | 8,901 | $276.0K | 0.00% | +8,901 | New |
| Nisa Investment Advisors, LLC | 8,503 | $261.0K | 0.00% | +8,503 | New |
| Foundry Partners, LLC | 8,510 | $261.0K | 0.01% | +8,510 | New |
| New York State Common Retirement Fund | 8,200 | $252.0K | 0.00% | +8,200 | New |
| Jane Street Group, LLC | 7,908 | $243.0K | 0.00% | +7,908 | New |
| MetLife Investment Management | 7,305 | $224.3K | 0.00% | +7,305 | New |
| IndexIQ Advisors LLC | 7,283 | $224.0K | 0.01% | +7,283 | New |
| Bank of America Corp | 6,446 | $198.0K | 0.00% | +6,446 | New |
| Victory Capital Management Inc | 5,490 | $170.0K | 0.00% | +5,490 | New |
| Metropolitan Life Insurance Co | 5,527 | $169.7K | 0.00% | +5,527 | New |
| Steward Partners Investment Advisory, LLC | 2,605 | $80.0K | 0.00% | +2,605 | New |
| Royal Bank of Canada | 2,421 | $74.0K | 0.00% | +2,421 | New |
| Citigroup Inc | 2,115 | $65.0K | 0.00% | +2,115 | New |
| Advisor Group Holdings, Inc. | 2,028 | $64.0K | 0.00% | +2,028 | New |
| Legal & General Group Plc | 1,546 | $47.0K | 0.00% | +1,546 | New |
| Ameritas Investment Partners, Inc. | 1,437 | $44.0K | 0.00% | +1,437 | New |
| Harbour Investments, Inc. | 890 | $27.0K | 0.00% | +890 | New |
| Arkadios Wealth Advisors | 850 | $26.0K | 0.00% | +850 | New |
| Lazard Asset Management LLC | 842 | $25.0K | 0.00% | +842 | New |
| Tower Research Capital LLC (TRC) | 759 | $23.0K | 0.00% | +759 | New |
| Wells Fargo & Company | 95 | $3.00K | 0.00% | +95 | New |
| Daiwa Securities Group Inc. | 96 | $3.00K | 0.00% | +96 | New |
| Asset Management One Co.,Ltd. | 79 | $2.00K | 0.00% | +79 | New |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −339,370−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −190,377−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |