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