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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.

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.

Institutional holdersQ1 2022: 301 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ1 2022: $2.37B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC31$1.07K0.00%+31New
Migdal Insurance & Financial Holdings Ltd.139$5.00K0.00%−1,474−91.4%Reduced
AlphaMark Advisors, LLC154$5.00K0.00%+154New
Huntington National Bank183$6.00K0.00%+183New
Cordant, Inc.181$6.00K0.00%+181New
Quadrant Capital Group LLC274$9.00K0.00%+274New
Curi Capital399$13.0K0.00%+399New
Stonebridge Capital Advisors LLC445$15.0K0.00%+445New
Lake Point Wealth Management506$17.0K0.01%+506New
First Personal Financial Services522$18.0K0.00%+522New
Annapolis Financial Services, LLC591$20.0K0.01%+591New
Retirement Group, LLC647$22.0K0.01%+647New
Semmax Financial Advisors Inc.628$22.0K0.01%+628New
Strategic Asset Management, LLC651$22.0K0.03%+651New
FinTrust Capital Advisors, LLC680$23.0K0.01%+680New
Coastal Capital Group, Inc.666$23.0K0.01%+666New
RPg Family Wealth Advisory, LLC696$24.0K0.01%+696New
Creative Financial Designs Inc719$25.0K0.00%+719New
Jackson, Grant Investment Advisers, Inc.716$25.0K0.01%+716New
Lloyd Advisory Services, LLC.762$26.0K0.01%+762New
Lazard Asset Management LLC842$28.0K0.00%00.0%Unchanged
Rise Advisors, LLC838$29.0K0.03%+838New
Kozak & Associates, Inc.924$31.0K0.02%00.0%Unchanged
US Bancorp1,000$34.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC1,000$34.0K0.01%+1,000New
Bellevue Asset Management, LLC1,093$38.0K0.02%+1,093New
Mach-1 Financial Group, Inc.1,285$44.0K0.03%+1,285New
Prestige Wealth Management Group LLC1,333$46.0K0.01%+1,333New
Ritter Daniher Financial Advisory, LLC1,331$46.0K0.03%+1,331New
Chandler Asset Management, Inc.1,347$46.3K0.01%+1,347New
Parkside Financial Bank & Trust1,382$48.0K0.01%+1,382New
Tower Research Capital LLC (TRC)1,514$52.0K0.00%+857+130.4%Added
Central Trust Co1,730$59.0K0.00%+1,730New
Heritage Wealth Management, LLC1,754$60.0K0.02%+1,754New
Signaturefd, LLC1,800$62.0K0.00%+1,800New
Assetmark, Inc1,973$68.0K0.00%+1,973New
Massmutual Trust Co FSB2,261$78.0K0.00%+2,261New
Simplex Trading, LLC2,274$78.0K0.00%+2,274New
Howe & Rusling Inc2,341$81.0K0.01%+2,341New
State of Wyoming2,505$86.0K0.04%+1,477+143.7%Added
The PNC Financial Services Group, Inc.2,866$99.0K0.00%+2,866New
Beacon Capital Management, Inc.3,015$104.0K0.00%+3,015New
Steward Partners Investment Advisory, LLC3,145$108.0K0.00%+165+5.5%Added
Aspire Private Capital, LLC3,148$108.0K0.03%+3,148New
AdvisorNet Financial, Inc3,357$115.0K0.01%+3,357New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,562$122.0K0.01%+3,562New
EverSource Wealth Advisors, LLC3,635$125.0K0.03%+3,635New
Newbridge Financial Services Group, Inc.3,632$125.0K0.06%+3,632New
Larson Financial Group LLC3,752$129.0K0.02%+3,752New
RWM Asset Management, LLC4,006$138.0K0.03%+4,006New
Gradient Investments LLC4,056$139.0K0.00%+4,056New
Allworth Financial LP4,406$152.0K0.00%+4,406New
Quantbot Technologies LP5,791$199.0K0.02%+5,791New
Ashton Thomas Private Wealth, LLC5,816$200.0K0.02%+5,816New
Engineers Gate Manager LP5,867$202.0K0.01%+5,867New
Apollon Wealth Management, LLC5,996$206.0K0.01%+5,996New
GW Henssler & Associates Ltd6,008$207.0K0.01%+6,008New
Verdence Capital Advisors LLC6,112$210.0K0.02%+6,112New
JT Stratford LLC6,230$214.0K0.06%+6,230New
Visionary Wealth Advisors6,550$225.0K0.02%+6,550New
Argent Advisors, Inc.6,583$226.0K0.12%+6,583New
Monograph Wealth Advisors, LLC6,638$229.0K0.06%+6,638New
Snowden Capital Advisors LLC6,666$229.0K0.01%+6,666New
Dixon Hughes Goodman Wealth Advisors LLC6,666$229.0K0.07%+6,666New
Laird Norton Trust Company, LLC6,800$233.0K0.02%+6,800New
January Capital Advisors LLC7,052$236.0K0.21%+7,052New
Lincoln National Corp6,894$237.0K0.00%+6,894New
ARGI Investment Services, LLC6,985$240.0K0.01%+6,985New
UBS Group AG7,006$241.0K0.00%−1,951−21.8%Reduced
Point72 Hong Kong Ltd6,996$241.0K0.02%+6,996New
Baker Tilly Wealth Management, LLC7,060$243.0K0.03%+7,060New
Meeder Asset Management Inc7,116$245.0K0.01%+7,116New
Capital Investment Advisory Services, LLC7,190$247.0K0.03%+7,190New
Buckingham Strategic Wealth, LLC7,312$251.0K0.00%+7,312New
Allen Capital Group, LLC7,375$254.0K0.05%+7,375New
Capital Advisory Group Advisory Services, LLC7,387$254.0K0.12%+7,387New
Nwam LLC7,595$261.0K0.02%+7,595New
Global Wealth Management Investment Advisory, Inc.7,603$261.0K0.08%+7,603New
HHM Wealth Advisors, LLC7,669$264.0K0.06%+7,669New
Mackenzie Financial Corp7,867$271.0K0.00%+7,867New
Coldstream Capital Management Inc7,920$272.0K0.01%+7,920New
Busey Wealth Management7,988$275.0K0.01%+7,988New
Cable Hill Partners, LLC8,005$275.0K0.18%+8,005New
RE Dickinson Investment Advisors, LLC8,100$279.0K0.19%+8,100New
Advisory Services Network, LLC8,170$281.0K0.01%+8,170New
Peak Asset Management, LLC8,214$282.0K0.07%+8,214New
We Are One Seven, LLC8,190$282.0K0.03%+8,190New
MML Investors Services, LLC8,359$287.0K0.00%+8,359New
StrategIQ Financial Group, LLC8,798$303.0K0.03%+8,798New
Two Sigma Securities, LLC8,930$307.0K0.04%+8,930New
LexAurum Advisors, LLC8,968$308.0K0.10%+8,968New
Avantax Advisory Services, Inc.9,149$313.0K0.00%+9,149New
Allspring Global Investments Holdings, LLC9,182$315.0K0.00%−3,382−26.9%Reduced
Canton Hathaway, LLC9,335$321.0K0.09%+9,335New
Blair William & Co9,508$327.0K0.00%+9,508New
First Heartland Consultants, Inc.9,556$328.0K0.05%+9,556New
SG Americas Securities, LLC9,596$330.0K0.00%−3,069−24.2%Reduced
Axxcess Wealth Management, LLC9,697$333.0K0.03%+9,697New
Ratio Wealth Group9,762$335.7K0.10%+9,762New
DuPont Capital Management Corp9,967$343.0K0.01%+9,967New