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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 0 | $0 | 0.00% | −95,440−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −95,147−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −37,368−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,748−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −17,458−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,536−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −850−100.0% | Sold out |