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