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, Q4 2021
Institutional positions in Phillips Edison & Company, Inc. as of Dec 31, 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
- 95
- +15 vs. Q3 2021
- Shares held
- 22.3M
- +1.41M (+6.8%) vs. Q3 2021
- Total value
- $735.6M
- +$94.9M (+14.8%) vs. Q3 2021
- New holders
- 34
- 36 more added
- Sold out
- 19
- 15 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,581,844 | $118.3M | 0.01% | +373,772+11.7% | Added |
| Massachusetts Financial Services Co | 2,776,609 | $91.7M | 0.03% | +179,637+6.9% | Added |
| Wellington Management Group LLP | 1,868,643 | $61.7M | 0.01% | +404,903+27.7% | Added |
| Janus Henderson Group PLC | 1,551,747 | $51.3M | 0.02% | +375,605+31.9% | Added |
| Vanguard Group Inc | 1,547,203 | $51.1M | 0.00% | −183,893−10.6% | Reduced |
| BlackRock Inc. | 1,344,170 | $44.4M | 0.00% | +169,196+14.4% | Added |
| Millennium Management LLC | 1,259,498 | $41.6M | 0.05% | +108,182+9.4% | Added |
| Centersquare Investment Management LLC | 859,654 | $28.4M | 0.26% | −404,729−32.0% | Reduced |
| Prudential Financial Inc | 817,549 | $27.0M | 0.03% | −133,907−14.1% | Reduced |
| B&I Capital AG | 748,932 | $24.7M | 5.89% | +500,232+201.1% | Added |
| Vision Capital Corp | 745,402 | $24.6M | 11.06% | +1,386+0.2% | Added |
| Holocene Advisors, LP | 663,225 | $21.9M | 0.12% | −208,631−23.9% | Reduced |
| JPMorgan Chase & Co | 415,489 | $13.7M | 0.00% | +219,168+111.6% | Added |
| State Street Corp | 354,367 | $11.7M | 0.00% | +137,331+63.3% | Added |
| Deutsche Bank AG | 336,669 | $11.1M | 0.01% | +188,548+127.3% | Added |
| Geode Capital Management, LLC | 327,037 | $10.8M | 0.00% | +11,870+3.8% | Added |
| Gillson Capital LP | 299,114 | $9.88M | 0.64% | +43,660+17.1% | Added |
| Goldman Sachs Group Inc | 212,395 | $7.02M | 0.00% | +197,571+1,332.8% | Added |
| Nuveen Asset Management, LLC | 208,084 | $6.88M | 0.00% | −48,735−19.0% | Reduced |
| Northern Trust Corp | 184,055 | $6.08M | 0.00% | +4,542+2.5% | Added |
| Ghisallo Capital Management LLC | 170,000 | $5.62M | 0.28% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 157,400 | $5.20M | 0.05% | −83,500−34.7% | Reduced |
| Real Estate Management Services LLC | 149,282 | $4.93M | 2.96% | +1,470+1.0% | Added |
| Morgan Stanley | 143,083 | $4.73M | 0.00% | +132,677+1,275.0% | Added |
| Charles Schwab Investment Management Inc | 136,585 | $4.51M | 0.00% | +1,663+1.2% | Added |
| Citadel Advisors LLC | 129,339 | $4.27M | 0.00% | +71,261+122.7% | Added |
| First Trust Advisors LP | 96,662 | $3.19M | 0.00% | +96,662 | New |
| Bank of New York Mellon Corp | 93,771 | $3.10M | 0.00% | +40,202+75.0% | Added |
| Securian Asset Management, Inc | 81,200 | $2.68M | 0.05% | +81,200 | New |
| Advisory Resource Group | 82,362 | $2.60M | 0.87% | +82,362 | New |
| Citigroup Inc | 49,489 | $1.64M | 0.00% | +47,374+2,239.9% | Added |
| Bank of America Corp | 47,312 | $1.56M | 0.00% | +40,866+634.0% | Added |
| Swiss National Bank | 43,100 | $1.42M | 0.00% | +43,100 | New |
| Renaissance Technologies LLC | 37,500 | $1.24M | 0.00% | +37,500 | New |
| Asset Management One Co.,Ltd. | 32,842 | $1.08M | 0.00% | +32,763+41,472.2% | Added |
| Ameriprise Financial Inc | 31,534 | $1.04M | 0.00% | −14,636−31.7% | Reduced |
| WealthPLAN Partners, LLC | 32,770 | $1.03M | 0.07% | +32,770 | New |
| Thrivent Financial for Lutherans | 30,650 | $1.01M | 0.00% | −1,500−4.7% | Reduced |
| Financial Partners Group, Inc | 31,652 | $998.0K | 0.22% | +31,652 | New |
| HRT Financial LP | 29,158 | $963.0K | 0.01% | +29,158 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 27,919 | $922.0K | 0.00% | +27,919 | New |
| California State Teachers Retirement System | 26,770 | $884.0K | 0.00% | +16,642+164.3% | Added |
| FJ Capital Management LLC | 26,000 | $843.0K | 0.07% | +26,000 | New |
| STRS Ohio | 25,420 | $839.0K | 0.00% | −237−0.9% | Reduced |
| Rhumbline Advisers | 24,968 | $825.0K | 0.00% | +852+3.5% | Added |
| Martingale Asset Management L P | 21,623 | $715.0K | 0.01% | +21,623 | New |
| Full18 Capital LLC | 22,964 | $692.0K | 0.29% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 20,100 | $664.0K | 0.00% | −4,600−18.6% | Reduced |
| Wells Fargo & Company | 19,195 | $634.0K | 0.00% | +19,100+20,105.3% | Added |
| HSBC Holdings PLC | 18,817 | $623.0K | 0.00% | +18,817 | New |
| Allstate Corp | 16,935 | $560.0K | 0.01% | −9,943−37.0% | Reduced |
| Norges Bank | 16,579 | $548.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 16,100 | $531.9K | 0.00% | +16,100 | New |
| Credit Suisse AG | 14,528 | $481.0K | 0.00% | +14,528 | New |
| GenTrust, LLC | 13,166 | $421.0K | 0.03% | +13,166 | New |
| SG Americas Securities, LLC | 12,665 | $418.0K | 0.00% | +1,802+16.6% | Added |
| New York State Common Retirement Fund | 12,559 | $415.0K | 0.00% | +4,359+53.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,564 | $415.0K | 0.00% | +12,564 | New |
| Independent Financial Group, LLC | 12,000 | $396.5K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,676 | $386.0K | 0.00% | +1,319+12.7% | Added |
| Koshinski Asset Management, Inc. | 11,450 | $378.3K | 0.03% | +500+4.6% | Added |
| German American Bancorp, Inc. | 11,118 | $367.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,000 | $330.0K | 0.00% | +10,000 | New |
| American International Group, Inc. | 9,961 | $329.0K | 0.00% | −298−2.9% | Reduced |
| Stableford Capital II LLC | 10,529 | $329.0K | 0.14% | +10,529 | New |
| State of Alaska, Department of Revenue | 9,759 | $322.0K | 0.00% | −90−0.9% | Reduced |
| UBS Group AG | 8,957 | $296.0K | 0.00% | +8,957 | New |
| Ergoteles LLC | 8,872 | $293.0K | 0.01% | +8,872 | New |
| Foundry Partners, LLC | 8,510 | $281.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,043 | $271.0K | 0.00% | +8,043 | New |
| MetLife Investment Management | 7,305 | $241.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 7,537 | $238.0K | 0.00% | −966−11.4% | Reduced |
| Invesco Ltd. | 7,120 | $235.0K | 0.00% | +7,120 | New |
| Metropolitan Life Insurance Co | 6,819 | $225.3K | 0.00% | +1,292+23.4% | Added |
| Voya Investment Management LLC | 6,746 | $223.0K | 0.00% | +6,746 | New |
| Cambridge Investment Research Advisors, Inc. | 6,568 | $217.0K | 0.00% | +6,568 | New |
| Squarepoint Ops LLC | 6,528 | $216.0K | 0.00% | +6,528 | New |
| UBS Asset Management Americas Inc | 6,400 | $211.5K | 0.00% | +6,400 | New |
| Legal & General Group Plc | 6,379 | $211.0K | 0.00% | +4,833+312.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,021 | $199.0K | 0.00% | +6,021 | New |
| Daiwa Securities Group Inc. | 5,729 | $189.0K | 0.00% | +5,633+5,867.7% | Added |
| Advisor Group Holdings, Inc. | 4,117 | $137.0K | 0.00% | +2,089+103.0% | Added |
| Royal Bank of Canada | 4,012 | $132.0K | 0.00% | +1,591+65.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,980 | $98.0K | 0.00% | +375+14.4% | Added |
| Eaton Vance Management | 2,963 | $98.0K | 0.00% | +2,963 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,613 | $54.0K | 0.00% | +1,613 | New |
| Asset Dedication, LLC | 1,709 | $54.0K | 0.01% | +1,709 | New |
| Ameritas Investment Partners, Inc. | 1,437 | $47.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,028 | $34.0K | 0.02% | +1,028 | New |
| US Bancorp | 1,000 | $33.0K | 0.00% | +1,000 | New |
| Kozak & Associates, Inc. | 924 | $31.0K | 0.02% | +924 | New |
| Harbour Investments, Inc. | 890 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 842 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 657 | $22.0K | 0.00% | −102−13.4% | Reduced |
| CWM, LLC | 359 | $12.0K | 0.00% | +359 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −507,049−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −213,321−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −141,002−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |