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 |
|---|---|---|---|---|---|
| F3Logic, LLC | 10,064 | $346.0K | 0.05% | +10,064 | New |
| Foundry Partners, LLC | 10,360 | $356.0K | 0.02% | +1,850+21.7% | Added |
| Principal Financial Group Inc | 10,503 | $361.0K | 0.00% | +10,503 | New |
| Ellevest, Inc. | 10,546 | $363.0K | 0.03% | +10,546 | New |
| Prudential Financial Inc | 10,610 | $364.0K | 0.00% | −806,939−98.7% | Reduced |
| Nissay Asset Management Corp | 10,590 | $364.0K | 0.00% | +10,590 | New |
| Ameritas Investment Partners, Inc. | 10,861 | $373.0K | 0.01% | +9,424+655.8% | Added |
| German American Bancorp, Inc. | 11,118 | $382.0K | 0.06% | 00.0% | Unchanged |
| Smart Money Group LLC | 11,283 | $388.0K | 0.26% | +11,283 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $389.0K | 0.00% | +11,308 | New |
| Aigen Investment Management, LP | 11,429 | $393.0K | 0.07% | +11,429 | New |
| Paloma Partners Management Co | 11,775 | $405.0K | 0.03% | +11,775 | New |
| Royal Fund Management, LLC | 11,875 | $408.0K | 0.06% | +11,875 | New |
| Personal Capital Advisors Corp | 12,169 | $418.0K | 0.00% | +12,169 | New |
| Beaird Harris Wealth Management, LLC | 12,478 | $429.0K | 0.16% | +12,478 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,145 | $452.0K | 0.01% | +13,145 | New |
| Foresight Wealth Management, LLC | 13,230 | $455.0K | 0.18% | +13,230 | New |
| Ignite Planners, LLC | 13,016 | $459.0K | 0.31% | +13,016 | New |
| Proequities, Inc. | 13,780 | $475.0K | 0.03% | +13,780 | New |
| Change Path, LLC | 13,834 | $476.0K | 0.02% | +13,834 | New |
| Orion Portfolio Solutions, LLC | 13,855 | $476.0K | 0.02% | +13,855 | New |
| Metropolitan Life Insurance Co | 13,842 | $476.0K | 0.02% | +7,023+103.0% | Added |
| FORA Capital, LLC | 13,702 | $478.0K | 0.09% | +13,702 | New |
| Fifth Third Bancorp | 13,955 | $480.0K | 0.00% | +13,955 | New |
| Accurate Wealth Management, LLC | 13,987 | $481.0K | 0.22% | +13,987 | New |
| Alpha Omega Group, Inc. | 14,065 | $484.0K | 0.49% | +14,065 | New |
| Rehmann Capital Advisory Group | 14,078 | $484.1K | 0.05% | +14,078 | New |
| TownSquare Capital, LLC | 14,233 | $489.0K | 0.01% | +14,233 | New |
| Legal & General Group Plc | 14,354 | $493.0K | 0.00% | +7,975+125.0% | Added |
| Amalgamated Bank | 14,497 | $499.0K | 0.00% | +14,497 | New |
| Amalgamated Financial Corp. | 14,497 | $499.0K | 0.00% | +14,497 | New |
| Northwestern Mutual Wealth Management Co | 15,379 | $528.0K | 0.00% | +15,379 | New |
| FLC Capital Advisors | 15,430 | $531.0K | 0.15% | +15,430 | New |
| Regal Investment Advisors LLC | 15,498 | $533.0K | 0.05% | +15,498 | New |
| UBS Asset Management Americas Inc | 16,000 | $550.2K | 0.00% | +9,600+150.0% | Added |
| First Republic Investment Management, Inc. | 16,222 | $558.0K | 0.00% | +16,222 | New |
| Laurel Wealth Advisors, Inc. | 16,262 | $559.0K | 0.05% | +16,262 | New |
| Continuum Advisory, LLC | 16,647 | $564.0K | 0.11% | +16,647 | New |
| Norges Bank | 16,579 | $570.2K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 16,612 | $571.0K | 0.00% | +16,612 | New |
| Raleigh Capital Management Inc. | 17,140 | $589.0K | 0.32% | +17,140 | New |
| Mission Wealth Management, LP | 17,153 | $590.0K | 0.03% | +17,153 | New |
| Acorn Financial Advisory Services Inc | 17,376 | $598.0K | 0.12% | +17,376 | New |
| Jacobs Levy Equity Management, Inc | 17,486 | $601.0K | 0.00% | +17,486 | New |
| Hendershot Investments Inc. | 17,655 | $607.0K | 0.09% | +17,655 | New |
| Carmel Capital Partners, LLC | 17,877 | $615.0K | 0.51% | +17,877 | New |
| Oliver Lagore Vanvalin Investment Group | 18,104 | $623.0K | 0.42% | +18,104 | New |
| Apeiron RIA LLC | 18,169 | $627.0K | 0.30% | +18,169 | New |
| Price T Rowe Associates Inc | 18,257 | $628.0K | 0.00% | +18,257 | New |
| Atom Investors LP | 18,338 | $631.0K | 0.30% | +18,338 | New |
| Wolff Wiese Magana LLC | 18,529 | $637.0K | 0.43% | +18,529 | New |
| Arete Wealth Advisors, LLC | 18,689 | $643.0K | 0.05% | +18,689 | New |
| Truist Financial Corp | 18,767 | $646.0K | 0.00% | +18,767 | New |
| Dimensional Fund Advisors LP | 18,943 | $651.0K | 0.00% | +18,943 | New |
| Meiji Yasuda Asset Management Co Ltd. | 19,544 | $672.0K | 0.04% | +19,544 | New |
| Ropes Wealth Advisors LLC | 19,860 | $683.0K | 0.12% | +19,860 | New |
| Vaughan David Investments LLC | 19,882 | $684.0K | 0.02% | +19,882 | New |
| Two Sigma Advisers, LP | 19,900 | $684.0K | 0.00% | +19,900 | New |
| Barclays PLC | 20,519 | $705.0K | 0.00% | +20,519 | New |
| Fort Washington Investment Advisors Inc | 20,800 | $715.0K | 0.00% | +700+3.5% | Added |
| Canada Pension Plan Investment Board | 21,000 | $722.0K | 0.00% | +21,000 | New |
| HighTower Advisors, LLC | 21,301 | $733.0K | 0.00% | +11,301+113.0% | Added |
| ProShare Advisors LLC | 21,398 | $736.0K | 0.00% | +21,398 | New |
| Calton & Associates, Inc. | 21,641 | $744.0K | 0.22% | +21,641 | New |
| Capital Analysts, LLC | 22,010 | $757.0K | 0.05% | +22,010 | New |
| Credit Suisse AG | 22,046 | $758.0K | 0.00% | +7,518+51.7% | Added |
| Bayesian Capital Management, LP | 22,291 | $767.0K | 0.11% | +22,291 | New |
| Castleview Partners, LLC | 22,739 | $782.0K | 0.49% | +22,739 | New |
| Sigma Planning Corp | 23,438 | $806.0K | 0.02% | +23,438 | New |
| Accel Wealth Management | 24,161 | $840.0K | 0.43% | +24,161 | New |
| EWG Elevate Inc. | 25,871 | $890.0K | 0.35% | +25,871 | New |
| Parametric Portfolio Associates LLC | 26,327 | $905.0K | 0.00% | +26,327 | New |
| Plotkin Financial Advisors, LLC | 26,817 | $922.2K | 0.64% | +26,817 | New |
| Raymond James & Associates | 27,199 | $935.0K | 0.00% | +27,199 | New |
| Covington Capital Management | 27,467 | $945.0K | 0.03% | +27,467 | New |
| Pearl River Capital, LLC | 27,955 | $961.0K | 0.26% | +27,955 | New |
| Kovack Advisors, Inc. | 29,281 | $1.01M | 0.10% | +29,281 | New |
| EPG Wealth Management LLC | 30,293 | $1.04M | 0.36% | +30,293 | New |
| Financial Partners Group, Inc | 31,652 | $1.09M | 0.24% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 32,226 | $1.11M | 0.12% | +32,226 | New |
| Soltis Investment Advisors LLC | 33,046 | $1.14M | 0.16% | +33,046 | New |
| M Holdings Securities, Inc. | 33,096 | $1.14M | 0.09% | +33,096 | New |
| Vident Investment Advisory, LLC | 33,282 | $1.15M | 0.03% | +33,282 | New |
| Daiwa Securities Group Inc. | 33,695 | $1.16M | 0.01% | +27,966+488.1% | Added |
| Jackson Creek Investment Advisors LLC | 34,595 | $1.19M | 0.43% | +34,595 | New |
| Beacon Pointe Advisors, LLC | 35,002 | $1.20M | 0.02% | +35,002 | New |
| Martingale Asset Management L P | 35,318 | $1.22M | 0.02% | +13,695+63.3% | Added |
| Wells Fargo & Company | 36,942 | $1.27M | 0.00% | +17,747+92.5% | Added |
| United Capital Financial Advisers, LLC | 38,971 | $1.34M | 0.01% | +38,971 | New |
| Nisa Investment Advisors, LLC | 39,196 | $1.35M | 0.01% | +31,659+420.0% | Added |
| FJ Capital Management LLC | 39,996 | $1.38M | 0.12% | +13,996+53.8% | Added |
| Fisher Asset Management, LLC | 41,442 | $1.43M | 0.00% | +41,442 | New |
| Outlook Wealth Advisors, LLC | 41,766 | $1.44M | 0.48% | +41,766 | New |
| MCF Advisors LLC | 42,546 | $1.46M | 0.14% | +42,546 | New |
| Thrivent Financial for Lutherans | 42,850 | $1.47M | 0.00% | +12,200+39.8% | Added |
| Manufacturers Life Insurance Company, The | 43,148 | $1.48M | 0.00% | +31,472+269.5% | Added |
| Belpointe Asset Management LLC | 44,481 | $1.53M | 0.09% | +44,481 | New |
| WealthPLAN Partners, LLC | 45,339 | $1.53M | 0.11% | +12,569+38.4% | Added |
| WealthPlan Investment Management, LLC | 45,339 | $1.53M | 0.11% | +45,339 | New |
| Mutual Advisors, LLC | 45,810 | $1.57M | 0.09% | +45,810 | New |