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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.

Q1 2022 vs. Q4 2021

How the institutions holding Phillips Edison & Company, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of PECO: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders952301+208
Shares22.3M150.2K69.1M+47.0M (+212.3%)
Value$735.6M$4.96M$2.37B+$1.64B (+224.9%)

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (224)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 224 by value.

Institutions new to PECO in Q1 2022
InstitutionSharesValue% of portfolio
First Foundation Advisors904,455$31.1M1.12%
Cetera Advisors LLC868,018$29.9M0.60%
Alliancebernstein L.P.717,714$24.7M0.01%
Susquehanna International Group, LLP616,539$21.2M0.03%
Cetera Investment Advisers571,712$19.7M0.28%
Alyeska Investment Group, L.P.529,552$18.2M0.20%
Cetera Advisor Networks LLC520,245$17.9M0.22%
Voloridge Investment Management, LLC480,933$16.5M0.09%
Arrowstreet Capital, Limited Partnership364,787$12.5M0.02%
D. E. Shaw & Co., Inc.342,577$11.8M0.02%
Kalos Management, Inc.327,469$11.2M7.68%
McAdam, LLC294,835$10.1M0.96%
Commonwealth Equity Services, LLC288,794$9.93M0.02%
Colony Group LLC283,411$9.75M0.15%
ACG Wealth280,102$9.63M1.82%
Mariner, LLC260,850$8.97M0.03%
Point72 Asset Management, L.P.233,700$8.04M0.04%
RMR Wealth Builders219,894$7.58M1.63%
Two Sigma Investments, LP210,300$7.23M0.02%
Beck Capital Management, LLC198,480$6.83M2.08%
Macquarie Group Ltd197,661$6.80M0.01%
Arkadios Wealth Advisors181,832$6.25M0.82%
J.W. Cole Advisors, Inc.172,744$5.94M0.40%
Ameritas Advisory Services, LLC169,977$5.85M0.21%
Cresset Asset Management, LLC168,443$5.81M0.06%
Brookfield Asset Management Inc.166,201$5.72M0.02%
Granite Investment Partners, LLC165,785$5.70M0.19%
Geneos Wealth Management Inc.164,845$5.67M0.24%
Centaurus Financial, Inc.130,122$4.47M0.35%
ICA Group Wealth Management, LLC130,896$4.31M0.82%
National Asset Management, Inc.119,852$4.12M0.13%
O'Dell Group, LLC112,310$3.86M1.14%
Kestra Advisory Services, LLC108,294$3.72M0.04%
Money Concepts Capital Corp103,859$3.57M0.20%
Jane Street Group, LLC102,626$3.53M0.01%
LDR Capital Management LLC96,962$3.33M1.05%
Well Done, LLC91,179$3.14M0.63%
My Legacy Advisors, LLC90,956$3.13M1.45%
Capital Wealth Management, LLC85,567$2.94M1.98%
Integrated Advisors Network LLC84,718$2.91M0.17%
Cubist Systematic Strategies, LLC82,647$2.84M0.02%
Jump Financial, LLC72,900$2.51M0.11%
Bell Bank64,436$2.22M0.25%
Raymond James Financial Services Advisors, Inc.62,706$2.16M0.00%
Resources Investment Advisors, LLC.61,884$2.13M0.08%
Creative Planning58,322$2.01M0.00%
Stratos Wealth Partners, LTD.58,308$2.00M0.04%
Envestnet Asset Management Inc57,814$1.99M0.00%
Beacon Capital Management, LLC56,382$1.94M0.46%
Mercer Global Advisors Inc56,097$1.93M0.01%
Atria Wealth Solutions, Inc.54,447$1.88M0.03%
IFP Advisors, Inc63,996$1.78M0.02%
Ausdal Financial Partners, Inc.49,185$1.69M0.23%
American Portfolios Advisors46,433$1.60M0.05%
Mutual Advisors, LLC45,810$1.57M0.09%
WealthPlan Investment Management, LLC45,339$1.53M0.11%
Belpointe Asset Management LLC44,481$1.53M0.09%
MCF Advisors LLC42,546$1.46M0.14%
Outlook Wealth Advisors, LLC41,766$1.44M0.48%
Fisher Asset Management, LLC41,442$1.43M0.00%
United Capital Financial Advisers, LLC38,971$1.34M0.01%
Beacon Pointe Advisors, LLC35,002$1.20M0.02%
Jackson Creek Investment Advisors LLC34,595$1.19M0.43%
Vident Investment Advisory, LLC33,282$1.15M0.03%
M Holdings Securities, Inc.33,096$1.14M0.09%
Soltis Investment Advisors LLC33,046$1.14M0.16%
Capital Asset Advisory Services LLC32,226$1.11M0.12%
EPG Wealth Management LLC30,293$1.04M0.36%
Kovack Advisors, Inc.29,281$1.01M0.10%
Pearl River Capital, LLC27,955$961.0K0.26%
Covington Capital Management27,467$945.0K0.03%
Raymond James & Associates27,199$935.0K0.00%
Plotkin Financial Advisors, LLC26,817$922.2K0.64%
Parametric Portfolio Associates LLC26,327$905.0K0.00%
EWG Elevate Inc.25,871$890.0K0.35%
Accel Wealth Management24,161$840.0K0.43%
Sigma Planning Corp23,438$806.0K0.02%
Castleview Partners, LLC22,739$782.0K0.49%
Bayesian Capital Management, LP22,291$767.0K0.11%
Capital Analysts, LLC22,010$757.0K0.05%
Calton & Associates, Inc.21,641$744.0K0.22%
ProShare Advisors LLC21,398$736.0K0.00%
Canada Pension Plan Investment Board21,000$722.0K0.00%
Barclays PLC20,519$705.0K0.00%
Vaughan David Investments LLC19,882$684.0K0.02%
Two Sigma Advisers, LP19,900$684.0K0.00%
Ropes Wealth Advisors LLC19,860$683.0K0.12%
Meiji Yasuda Asset Management Co Ltd.19,544$672.0K0.04%
Dimensional Fund Advisors LP18,943$651.0K0.00%
Truist Financial Corp18,767$646.0K0.00%
Arete Wealth Advisors, LLC18,689$643.0K0.05%
Wolff Wiese Magana LLC18,529$637.0K0.43%
Atom Investors LP18,338$631.0K0.30%
Price T Rowe Associates Inc18,257$628.0K0.00%
Apeiron RIA LLC18,169$627.0K0.30%
Oliver Lagore Vanvalin Investment Group18,104$623.0K0.42%
Carmel Capital Partners, LLC17,877$615.0K0.51%
Hendershot Investments Inc.17,655$607.0K0.09%
Jacobs Levy Equity Management, Inc17,486$601.0K0.00%
Acorn Financial Advisory Services Inc17,376$598.0K0.12%

Sold out (16)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of PECO in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Gillson Capital LP299,114$9.88M
Citadel Advisors LLC129,339$4.27M
HRT Financial LP29,158$963.0K
Sumitomo Mitsui Trust Holdings, Inc.27,919$922.0K
HSBC Holdings PLC18,817$623.0K
Allstate Corp16,935$560.0K
GenTrust, LLC13,166$421.0K
Stableford Capital II LLC10,529$329.0K
State of Alaska, Department of Revenue9,759$322.0K
Ergoteles LLC8,872$293.0K
Voya Investment Management LLC6,746$223.0K
Squarepoint Ops LLC6,528$216.0K
Zurcher Kantonalbank (Zurich Cantonalbank)6,021$199.0K
Eaton Vance Management2,963$98.0K
Asset Dedication, LLC1,709$54.0K
CWM, LLC359$12.0K

Not filed for Q1 2022 yet (2)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Real Estate Management Services LLC149,282$4.93M
Harbour Investments, Inc.890$29.0K