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, Q1 2022
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2022. 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
- 301
- +208 vs. Q4 2021
- Shares held
- 69.1M
- +47.0M (+212.3%) vs. Q4 2021
- Total value
- $2.37B
- +$1.64B (+224.9%) vs. Q4 2021
- New holders
- 224
- 58 more added
- Sold out
- 16
- 13 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,505,954 | $361.3M | 0.01% | +8,958,751+579.0% | Added |
| Wellington Management Group LLP | 7,725,477 | $265.7M | 0.05% | +5,856,834+313.4% | Added |
| BlackRock Inc. | 7,310,113 | $251.4M | 0.01% | +5,965,943+443.8% | Added |
| FMR LLC | 5,183,084 | $178.2M | 0.01% | +1,601,240+44.7% | Added |
| Massachusetts Financial Services Co | 4,416,091 | $151.9M | 0.05% | +1,639,482+59.0% | Added |
| State Street Corp | 1,964,005 | $67.6M | 0.00% | +1,609,638+454.2% | Added |
| Geode Capital Management, LLC | 1,963,855 | $67.5M | 0.01% | +1,636,818+500.5% | Added |
| Centersquare Investment Management LLC | 1,944,184 | $66.9M | 0.62% | +1,084,530+126.2% | Added |
| Janus Henderson Group PLC | 1,897,437 | $65.3M | 0.03% | +345,690+22.3% | Added |
| Millennium Management LLC | 1,510,104 | $51.9M | 0.06% | +250,606+19.9% | Added |
| Northern Trust Corp | 1,022,779 | $35.2M | 0.01% | +838,724+455.7% | Added |
| Holocene Advisors, LP | 925,913 | $31.8M | 0.17% | +262,688+39.6% | Added |
| Morgan Stanley | 923,300 | $31.8M | 0.00% | +780,217+545.3% | Added |
| First Foundation Advisors | 904,455 | $31.1M | 1.12% | +904,455 | New |
| Cetera Advisors LLC | 868,018 | $29.9M | 0.60% | +868,018 | New |
| Charles Schwab Investment Management Inc | 828,386 | $28.5M | 0.01% | +691,801+506.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 818,991 | $28.2M | 0.13% | +812,423+12,369.4% | Added |
| Alliancebernstein L.P. | 717,714 | $24.7M | 0.01% | +717,714 | New |
| Nuveen Asset Management, LLC | 744,493 | $24.5M | 0.01% | +536,409+257.8% | Added |
| Vision Capital Corp | 668,320 | $23.0M | 6.07% | −77,082−10.3% | Reduced |
| Susquehanna International Group, LLP | 616,539 | $21.2M | 0.03% | +616,539 | New |
| Cetera Investment Advisers | 571,712 | $19.7M | 0.28% | +571,712 | New |
| B&I Capital AG | 556,495 | $19.1M | 5.01% | −192,437−25.7% | Reduced |
| Alyeska Investment Group, L.P. | 529,552 | $18.2M | 0.20% | +529,552 | New |
| Cetera Advisor Networks LLC | 520,245 | $17.9M | 0.22% | +520,245 | New |
| Voloridge Investment Management, LLC | 480,933 | $16.5M | 0.09% | +480,933 | New |
| Bank of New York Mellon Corp | 464,380 | $16.0M | 0.00% | +370,609+395.2% | Added |
| Arrowstreet Capital, Limited Partnership | 364,787 | $12.5M | 0.02% | +364,787 | New |
| JPMorgan Chase & Co | 361,112 | $12.4M | 0.00% | −54,377−13.1% | Reduced |
| D. E. Shaw & Co., Inc. | 342,577 | $11.8M | 0.02% | +342,577 | New |
| Kalos Management, Inc. | 327,469 | $11.2M | 7.68% | +327,469 | New |
| McAdam, LLC | 294,835 | $10.1M | 0.96% | +294,835 | New |
| Commonwealth Equity Services, LLC | 288,794 | $9.93M | 0.02% | +288,794 | New |
| Colony Group LLC | 283,411 | $9.75M | 0.15% | +283,411 | New |
| ACG Wealth | 280,102 | $9.63M | 1.82% | +280,102 | New |
| Mariner, LLC | 260,850 | $8.97M | 0.03% | +260,850 | New |
| Point72 Asset Management, L.P. | 233,700 | $8.04M | 0.04% | +233,700 | New |
| Advisor Group Holdings, Inc. | 223,559 | $7.69M | 0.02% | +219,442+5,330.1% | Added |
| RMR Wealth Builders | 219,894 | $7.58M | 1.63% | +219,894 | New |
| Two Sigma Investments, LP | 210,300 | $7.23M | 0.02% | +210,300 | New |
| Beck Capital Management, LLC | 198,480 | $6.83M | 2.08% | +198,480 | New |
| Asset Management One Co.,Ltd. | 197,856 | $6.80M | 0.03% | +165,014+502.4% | Added |
| Macquarie Group Ltd | 197,661 | $6.80M | 0.01% | +197,661 | New |
| Independent Financial Group, LLC | 182,455 | $6.27M | 0.51% | +170,455+1,420.5% | Added |
| Arkadios Wealth Advisors | 181,832 | $6.25M | 0.82% | +181,832 | New |
| J.W. Cole Advisors, Inc. | 172,744 | $5.94M | 0.40% | +172,744 | New |
| Ameritas Advisory Services, LLC | 169,977 | $5.85M | 0.21% | +169,977 | New |
| Cresset Asset Management, LLC | 168,443 | $5.81M | 0.06% | +168,443 | New |
| First Trust Advisors LP | 168,834 | $5.81M | 0.01% | +72,172+74.7% | Added |
| Brookfield Asset Management Inc. | 166,201 | $5.72M | 0.02% | +166,201 | New |
| Granite Investment Partners, LLC | 165,785 | $5.70M | 0.19% | +165,785 | New |
| Geneos Wealth Management Inc. | 164,845 | $5.67M | 0.24% | +164,845 | New |
| Renaissance Technologies LLC | 160,700 | $5.53M | 0.01% | +123,200+328.5% | Added |
| Rhumbline Advisers | 156,501 | $5.38M | 0.01% | +131,533+526.8% | Added |
| STRS Ohio | 148,460 | $5.11M | 0.02% | +123,040+484.0% | Added |
| Koshinski Asset Management, Inc. | 137,460 | $4.73M | 0.39% | +126,010+1,100.5% | Added |
| Centaurus Financial, Inc. | 130,122 | $4.47M | 0.35% | +130,122 | New |
| ICA Group Wealth Management, LLC | 130,896 | $4.31M | 0.82% | +130,896 | New |
| National Asset Management, Inc. | 119,852 | $4.12M | 0.13% | +119,852 | New |
| O'Dell Group, LLC | 112,310 | $3.86M | 1.14% | +112,310 | New |
| Kestra Advisory Services, LLC | 108,294 | $3.72M | 0.04% | +108,294 | New |
| Money Concepts Capital Corp | 103,859 | $3.57M | 0.20% | +103,859 | New |
| Jane Street Group, LLC | 102,626 | $3.53M | 0.01% | +102,626 | New |
| Nomura Asset Management Co Ltd | 97,400 | $3.35M | 0.02% | +81,300+505.0% | Added |
| LDR Capital Management LLC | 96,962 | $3.33M | 1.05% | +96,962 | New |
| Well Done, LLC | 91,179 | $3.14M | 0.63% | +91,179 | New |
| My Legacy Advisors, LLC | 90,956 | $3.13M | 1.45% | +90,956 | New |
| Invesco Ltd. | 88,741 | $3.05M | 0.00% | +81,621+1,146.4% | Added |
| Capital Wealth Management, LLC | 85,567 | $2.94M | 1.98% | +85,567 | New |
| Ghisallo Capital Management LLC | 85,000 | $2.92M | 0.32% | −85,000−50.0% | Reduced |
| Integrated Advisors Network LLC | 84,718 | $2.91M | 0.17% | +84,718 | New |
| Ameriprise Financial Inc | 84,466 | $2.90M | 0.00% | +52,932+167.9% | Added |
| Securian Asset Management, Inc | 83,500 | $2.87M | 0.06% | +2,300+2.8% | Added |
| Cubist Systematic Strategies, LLC | 82,647 | $2.84M | 0.02% | +82,647 | New |
| New York State Common Retirement Fund | 81,371 | $2.80M | 0.00% | +68,812+547.9% | Added |
| Schonfeld Strategic Advisors LLC | 79,811 | $2.75M | 0.03% | −77,589−49.3% | Reduced |
| Royal Bank of Canada | 77,222 | $2.66M | 0.00% | +73,210+1,824.8% | Added |
| Advisory Resource Group | 73,951 | $2.54M | 0.79% | −8,411−10.2% | Reduced |
| Jump Financial, LLC | 72,900 | $2.51M | 0.11% | +72,900 | New |
| California State Teachers Retirement System | 65,567 | $2.25M | 0.00% | +38,797+144.9% | Added |
| Bank of America Corp | 65,165 | $2.24M | 0.00% | +17,853+37.7% | Added |
| Bell Bank | 64,436 | $2.22M | 0.25% | +64,436 | New |
| Deutsche Bank AG | 62,999 | $2.17M | 0.00% | −273,670−81.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,706 | $2.16M | 0.00% | +62,706 | New |
| Resources Investment Advisors, LLC. | 61,884 | $2.13M | 0.08% | +61,884 | New |
| MetLife Investment Management | 61,410 | $2.11M | 0.01% | +54,105+740.7% | Added |
| Creative Planning | 58,322 | $2.01M | 0.00% | +58,322 | New |
| Stratos Wealth Partners, LTD. | 58,308 | $2.00M | 0.04% | +58,308 | New |
| Envestnet Asset Management Inc | 57,814 | $1.99M | 0.00% | +57,814 | New |
| American International Group, Inc. | 56,660 | $1.95M | 0.01% | +46,699+468.8% | Added |
| Full18 Capital LLC | 57,098 | $1.94M | 0.45% | +34,134+148.6% | Added |
| Beacon Capital Management, LLC | 56,382 | $1.94M | 0.46% | +56,382 | New |
| Mercer Global Advisors Inc | 56,097 | $1.93M | 0.01% | +56,097 | New |
| Atria Wealth Solutions, Inc. | 54,447 | $1.88M | 0.03% | +54,447 | New |
| Citigroup Inc | 53,264 | $1.83M | 0.00% | +3,775+7.6% | Added |
| IFP Advisors, Inc | 63,996 | $1.78M | 0.02% | +63,996 | New |
| Goldman Sachs Group Inc | 51,294 | $1.76M | 0.00% | −161,101−75.8% | Reduced |
| Ausdal Financial Partners, Inc. | 49,185 | $1.69M | 0.23% | +49,185 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,030 | $1.65M | 0.01% | +39,987+497.2% | Added |
| American Portfolios Advisors | 46,433 | $1.60M | 0.05% | +46,433 | New |