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