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 |
|---|---|---|---|---|---|
| Swiss National Bank | 46,400 | $1.60M | 0.00% | +3,300+7.7% | Added |
| American Portfolios Advisors | 46,433 | $1.60M | 0.05% | +46,433 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,030 | $1.65M | 0.01% | +39,987+497.2% | Added |
| Ausdal Financial Partners, Inc. | 49,185 | $1.69M | 0.23% | +49,185 | New |
| Goldman Sachs Group Inc | 51,294 | $1.76M | 0.00% | −161,101−75.8% | Reduced |
| IFP Advisors, Inc | 63,996 | $1.78M | 0.02% | +63,996 | New |
| Citigroup Inc | 53,264 | $1.83M | 0.00% | +3,775+7.6% | Added |
| Atria Wealth Solutions, Inc. | 54,447 | $1.88M | 0.03% | +54,447 | New |
| Mercer Global Advisors Inc | 56,097 | $1.93M | 0.01% | +56,097 | New |
| 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 |
| American International Group, Inc. | 56,660 | $1.95M | 0.01% | +46,699+468.8% | Added |
| Envestnet Asset Management Inc | 57,814 | $1.99M | 0.00% | +57,814 | New |
| Stratos Wealth Partners, LTD. | 58,308 | $2.00M | 0.04% | +58,308 | New |
| Creative Planning | 58,322 | $2.01M | 0.00% | +58,322 | New |
| MetLife Investment Management | 61,410 | $2.11M | 0.01% | +54,105+740.7% | Added |
| Resources Investment Advisors, LLC. | 61,884 | $2.13M | 0.08% | +61,884 | New |
| Raymond James Financial Services Advisors, Inc. | 62,706 | $2.16M | 0.00% | +62,706 | New |
| Deutsche Bank AG | 62,999 | $2.17M | 0.00% | −273,670−81.3% | Reduced |
| Bell Bank | 64,436 | $2.22M | 0.25% | +64,436 | New |
| Bank of America Corp | 65,165 | $2.24M | 0.00% | +17,853+37.7% | Added |
| California State Teachers Retirement System | 65,567 | $2.25M | 0.00% | +38,797+144.9% | Added |
| Jump Financial, LLC | 72,900 | $2.51M | 0.11% | +72,900 | New |
| Advisory Resource Group | 73,951 | $2.54M | 0.79% | −8,411−10.2% | Reduced |
| Royal Bank of Canada | 77,222 | $2.66M | 0.00% | +73,210+1,824.8% | Added |
| Schonfeld Strategic Advisors LLC | 79,811 | $2.75M | 0.03% | −77,589−49.3% | Reduced |
| New York State Common Retirement Fund | 81,371 | $2.80M | 0.00% | +68,812+547.9% | Added |
| Cubist Systematic Strategies, LLC | 82,647 | $2.84M | 0.02% | +82,647 | New |
| Securian Asset Management, Inc | 83,500 | $2.87M | 0.06% | +2,300+2.8% | Added |
| Ameriprise Financial Inc | 84,466 | $2.90M | 0.00% | +52,932+167.9% | Added |
| Integrated Advisors Network LLC | 84,718 | $2.91M | 0.17% | +84,718 | New |
| Ghisallo Capital Management LLC | 85,000 | $2.92M | 0.32% | −85,000−50.0% | Reduced |
| Capital Wealth Management, LLC | 85,567 | $2.94M | 1.98% | +85,567 | New |
| Invesco Ltd. | 88,741 | $3.05M | 0.00% | +81,621+1,146.4% | Added |
| My Legacy Advisors, LLC | 90,956 | $3.13M | 1.45% | +90,956 | New |
| Well Done, LLC | 91,179 | $3.14M | 0.63% | +91,179 | New |
| LDR Capital Management LLC | 96,962 | $3.33M | 1.05% | +96,962 | New |
| Nomura Asset Management Co Ltd | 97,400 | $3.35M | 0.02% | +81,300+505.0% | Added |
| Jane Street Group, LLC | 102,626 | $3.53M | 0.01% | +102,626 | New |
| Money Concepts Capital Corp | 103,859 | $3.57M | 0.20% | +103,859 | New |
| Kestra Advisory Services, LLC | 108,294 | $3.72M | 0.04% | +108,294 | New |
| O'Dell Group, LLC | 112,310 | $3.86M | 1.14% | +112,310 | New |
| National Asset Management, Inc. | 119,852 | $4.12M | 0.13% | +119,852 | New |
| ICA Group Wealth Management, LLC | 130,896 | $4.31M | 0.82% | +130,896 | New |
| Centaurus Financial, Inc. | 130,122 | $4.47M | 0.35% | +130,122 | New |
| Koshinski Asset Management, Inc. | 137,460 | $4.73M | 0.39% | +126,010+1,100.5% | Added |
| STRS Ohio | 148,460 | $5.11M | 0.02% | +123,040+484.0% | Added |
| Rhumbline Advisers | 156,501 | $5.38M | 0.01% | +131,533+526.8% | Added |
| Renaissance Technologies LLC | 160,700 | $5.53M | 0.01% | +123,200+328.5% | Added |
| Geneos Wealth Management Inc. | 164,845 | $5.67M | 0.24% | +164,845 | New |
| Granite Investment Partners, LLC | 165,785 | $5.70M | 0.19% | +165,785 | New |
| Brookfield Asset Management Inc. | 166,201 | $5.72M | 0.02% | +166,201 | New |
| First Trust Advisors LP | 168,834 | $5.81M | 0.01% | +72,172+74.7% | Added |
| Cresset Asset Management, LLC | 168,443 | $5.81M | 0.06% | +168,443 | New |
| Ameritas Advisory Services, LLC | 169,977 | $5.85M | 0.21% | +169,977 | New |
| J.W. Cole Advisors, Inc. | 172,744 | $5.94M | 0.40% | +172,744 | New |
| Arkadios Wealth Advisors | 181,832 | $6.25M | 0.82% | +181,832 | New |
| Independent Financial Group, LLC | 182,455 | $6.27M | 0.51% | +170,455+1,420.5% | Added |
| Macquarie Group Ltd | 197,661 | $6.80M | 0.01% | +197,661 | New |
| Asset Management One Co.,Ltd. | 197,856 | $6.80M | 0.03% | +165,014+502.4% | Added |
| Beck Capital Management, LLC | 198,480 | $6.83M | 2.08% | +198,480 | New |
| Two Sigma Investments, LP | 210,300 | $7.23M | 0.02% | +210,300 | New |
| RMR Wealth Builders | 219,894 | $7.58M | 1.63% | +219,894 | New |
| Advisor Group Holdings, Inc. | 223,559 | $7.69M | 0.02% | +219,442+5,330.1% | Added |
| Point72 Asset Management, L.P. | 233,700 | $8.04M | 0.04% | +233,700 | New |
| Mariner, LLC | 260,850 | $8.97M | 0.03% | +260,850 | New |
| ACG Wealth | 280,102 | $9.63M | 1.82% | +280,102 | New |
| Colony Group LLC | 283,411 | $9.75M | 0.15% | +283,411 | New |
| Commonwealth Equity Services, LLC | 288,794 | $9.93M | 0.02% | +288,794 | New |
| McAdam, LLC | 294,835 | $10.1M | 0.96% | +294,835 | New |
| Kalos Management, Inc. | 327,469 | $11.2M | 7.68% | +327,469 | New |
| D. E. Shaw & Co., Inc. | 342,577 | $11.8M | 0.02% | +342,577 | New |
| JPMorgan Chase & Co | 361,112 | $12.4M | 0.00% | −54,377−13.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 364,787 | $12.5M | 0.02% | +364,787 | New |
| Bank of New York Mellon Corp | 464,380 | $16.0M | 0.00% | +370,609+395.2% | Added |
| Voloridge Investment Management, LLC | 480,933 | $16.5M | 0.09% | +480,933 | New |
| Cetera Advisor Networks LLC | 520,245 | $17.9M | 0.22% | +520,245 | New |
| Alyeska Investment Group, L.P. | 529,552 | $18.2M | 0.20% | +529,552 | New |
| B&I Capital AG | 556,495 | $19.1M | 5.01% | −192,437−25.7% | Reduced |
| Cetera Investment Advisers | 571,712 | $19.7M | 0.28% | +571,712 | New |
| Susquehanna International Group, LLP | 616,539 | $21.2M | 0.03% | +616,539 | New |
| Vision Capital Corp | 668,320 | $23.0M | 6.07% | −77,082−10.3% | Reduced |
| Nuveen Asset Management, LLC | 744,493 | $24.5M | 0.01% | +536,409+257.8% | Added |
| Alliancebernstein L.P. | 717,714 | $24.7M | 0.01% | +717,714 | New |
| Cambridge Investment Research Advisors, Inc. | 818,991 | $28.2M | 0.13% | +812,423+12,369.4% | Added |
| Charles Schwab Investment Management Inc | 828,386 | $28.5M | 0.01% | +691,801+506.5% | Added |
| Cetera Advisors LLC | 868,018 | $29.9M | 0.60% | +868,018 | New |
| First Foundation Advisors | 904,455 | $31.1M | 1.12% | +904,455 | New |
| Morgan Stanley | 923,300 | $31.8M | 0.00% | +780,217+545.3% | Added |
| Holocene Advisors, LP | 925,913 | $31.8M | 0.17% | +262,688+39.6% | Added |
| Northern Trust Corp | 1,022,779 | $35.2M | 0.01% | +838,724+455.7% | Added |
| Millennium Management LLC | 1,510,104 | $51.9M | 0.06% | +250,606+19.9% | Added |
| Janus Henderson Group PLC | 1,897,437 | $65.3M | 0.03% | +345,690+22.3% | Added |
| Centersquare Investment Management LLC | 1,944,184 | $66.9M | 0.62% | +1,084,530+126.2% | Added |
| Geode Capital Management, LLC | 1,963,855 | $67.5M | 0.01% | +1,636,818+500.5% | Added |
| State Street Corp | 1,964,005 | $67.6M | 0.00% | +1,609,638+454.2% | Added |
| Massachusetts Financial Services Co | 4,416,091 | $151.9M | 0.05% | +1,639,482+59.0% | Added |
| FMR LLC | 5,183,084 | $178.2M | 0.01% | +1,601,240+44.7% | Added |
| BlackRock Inc. | 7,310,113 | $251.4M | 0.01% | +5,965,943+443.8% | Added |
| Wellington Management Group LLP | 7,725,477 | $265.7M | 0.05% | +5,856,834+313.4% | Added |