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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.

Q4 2021 vs. Q3 2021

How the institutions holding Phillips Edison & Company, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PECO: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders8095+15
Shares20.9M22.3M+1.41M (+6.8%)
Value$640.8M$735.6M+$94.9M (+14.8%)

New holders (34)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to PECO in Q4 2021
InstitutionSharesValue% of portfolio
First Trust Advisors LP96,662$3.19M0.00%
Securian Asset Management, Inc81,200$2.68M0.05%
Advisory Resource Group82,362$2.60M0.87%
Swiss National Bank43,100$1.42M0.00%
Renaissance Technologies LLC37,500$1.24M0.00%
WealthPLAN Partners, LLC32,770$1.03M0.07%
Financial Partners Group, Inc31,652$998.0K0.22%
HRT Financial LP29,158$963.0K0.01%
Sumitomo Mitsui Trust Holdings, Inc.27,919$922.0K0.00%
FJ Capital Management LLC26,000$843.0K0.07%
Martingale Asset Management L P21,623$715.0K0.01%
HSBC Holdings PLC18,817$623.0K0.00%
Nomura Asset Management Co Ltd16,100$531.9K0.00%
Credit Suisse AG14,528$481.0K0.00%
GenTrust, LLC13,166$421.0K0.03%
Allspring Global Investments Holdings, LLC12,564$415.0K0.00%
HighTower Advisors, LLC10,000$330.0K0.00%
Stableford Capital II LLC10,529$329.0K0.14%
UBS Group AG8,957$296.0K0.00%
Ergoteles LLC8,872$293.0K0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.8,043$271.0K0.00%
Invesco Ltd.7,120$235.0K0.00%
Voya Investment Management LLC6,746$223.0K0.00%
Cambridge Investment Research Advisors, Inc.6,568$217.0K0.00%
Squarepoint Ops LLC6,528$216.0K0.00%
UBS Asset Management Americas Inc6,400$211.5K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)6,021$199.0K0.00%
Eaton Vance Management2,963$98.0K0.00%
Migdal Insurance & Financial Holdings Ltd.1,613$54.0K0.00%
Asset Dedication, LLC1,709$54.0K0.01%
State of Wyoming1,028$34.0K0.02%
US Bancorp1,000$33.0K0.00%
Kozak & Associates, Inc.924$31.0K0.02%
CWM, LLC359$12.0K0.00%

Sold out (19)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of PECO in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Balyasny Asset Management LLC507,049$15.6M
Alyeska Investment Group, L.P.213,321$6.55M
Rokos Capital Management LLP170,000$5.23M
Cinctive Capital Management LP141,002$4.33M
Caas Capital Management LP100,000$3.07M
Carlson Capital L P95,440$2.93M
Blackstone Group Inc.95,147$2.92M
Two Sigma Investments, LP41,900$1.29M
Beck Capital Management, LLC37,368$1.15M
Verition Fund Management LLC32,748$1.01M
Hudson Bay Capital Management LP17,458$536.0K
Man Group plc14,700$451.0K
Walleye Capital LLC12,536$385.0K
Two Sigma Advisers, LP9,700$298.0K
Bank of Montreal8,901$276.0K
Jane Street Group, LLC7,908$243.0K
IndexIQ Advisors LLC7,283$224.0K
Victory Capital Management Inc5,490$170.0K
Arkadios Wealth Advisors850$26.0K