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, Q2 2022
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 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
- 343
- +49 vs. Q1 2022
- Shares held
- 82.2M
- +13.3M (+19.4%) vs. Q1 2022
- Total value
- $2.75B
- +$379.6M (+16.0%) vs. Q1 2022
- New holders
- 86
- 92 more added
- Sold out
- 37
- 115 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,776,017 | $560.5M | 0.02% | +6,270,063+59.7% | Added |
| BlackRock Inc. | 9,445,671 | $315.6M | 0.01% | +2,135,558+29.2% | Added |
| Wellington Management Group LLP | 9,010,199 | $301.0M | 0.06% | +1,284,722+16.6% | Added |
| FMR LLC | 5,874,143 | $196.3M | 0.02% | +691,059+13.3% | Added |
| Massachusetts Financial Services Co | 5,592,250 | $186.8M | 0.06% | +1,176,159+26.6% | Added |
| State Street Corp | 4,480,286 | $149.9M | 0.01% | +2,516,281+128.1% | Added |
| Geode Capital Management, LLC | 2,302,799 | $76.9M | 0.01% | +338,944+17.3% | Added |
| Janus Henderson Group PLC | 1,785,576 | $59.7M | 0.04% | −111,861−5.9% | Reduced |
| Northern Trust Corp | 1,294,607 | $43.3M | 0.01% | +271,828+26.6% | Added |
| Morgan Stanley | 1,290,918 | $43.1M | 0.01% | +367,618+39.8% | Added |
| First Foundation Advisors | 1,257,310 | $42.0M | 1.86% | +352,855+39.0% | Added |
| Cetera Advisors LLC | 851,050 | $28.4M | 0.65% | −16,968−2.0% | Reduced |
| Nuveen Asset Management, LLC | 829,074 | $27.7M | 0.01% | +84,581+11.4% | Added |
| Charles Schwab Investment Management Inc | 810,792 | $27.1M | 0.01% | −17,594−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 764,806 | $25.7M | 0.06% | +541,247+242.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 767,751 | $25.7M | 0.14% | −51,240−6.3% | Reduced |
| JPMorgan Chase & Co | 632,335 | $21.1M | 0.00% | +271,223+75.1% | Added |
| Legal & General Group Plc | 601,343 | $20.1M | 0.01% | +586,989+4,089.4% | Added |
| Holocene Advisors, LP | 562,813 | $18.8M | 0.11% | −363,100−39.2% | Reduced |
| Cetera Investment Advisers | 558,010 | $18.6M | 0.30% | −13,702−2.4% | Reduced |
| Cetera Advisor Networks LLC | 538,752 | $18.0M | 0.23% | +18,507+3.6% | Added |
| Alliancebernstein L.P. | 531,572 | $17.8M | 0.01% | −186,142−25.9% | Reduced |
| UBS Asset Management Americas Inc | 469,728 | $15.7M | 0.01% | +453,728+2,835.8% | Added |
| Bank of New York Mellon Corp | 451,927 | $15.1M | 0.00% | −12,453−2.7% | Reduced |
| Vision Capital Corp | 447,773 | $15.0M | 6.73% | −220,547−33.0% | Reduced |
| B&I Capital AG | 447,115 | $14.9M | 4.83% | −109,380−19.7% | Reduced |
| LPL Financial LLC | 415,682 | $13.9M | 0.01% | +415,682 | New |
| Renaissance Technologies LLC | 369,600 | $12.3M | 0.01% | +208,900+130.0% | Added |
| AE Wealth Management LLC | 335,892 | $11.2M | 0.09% | +335,892 | New |
| ACG Wealth | 330,395 | $11.0M | 2.25% | +50,293+18.0% | Added |
| Commonwealth Equity Services, LLC | 302,535 | $10.1M | 0.03% | +13,741+4.8% | Added |
| Schonfeld Strategic Advisors LLC | 286,849 | $9.58M | 0.10% | +207,038+259.4% | Added |
| Colony Group LLC | 279,465 | $9.34M | 0.16% | −3,946−1.4% | Reduced |
| Swiss National Bank | 267,000 | $8.92M | 0.01% | +220,600+475.4% | Added |
| McAdam, LLC | 261,067 | $8.72M | 0.92% | −33,768−11.5% | Reduced |
| Mariner, LLC | 254,052 | $8.49M | 0.03% | −6,798−2.6% | Reduced |
| Macquarie Group Ltd | 236,305 | $7.89M | 0.01% | +38,644+19.6% | Added |
| RMR Wealth Builders | 211,851 | $7.10M | 1.77% | −8,043−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 184,576 | $6.17M | 0.05% | +167,090+955.6% | Added |
| First Trust Advisors LP | 184,139 | $6.15M | 0.01% | +15,305+9.1% | Added |
| Millennium Management LLC | 183,528 | $6.13M | 0.01% | −1,326,576−87.8% | Reduced |
| Deutsche Bank AG | 183,369 | $6.13M | 0.00% | +120,370+191.1% | Added |
| Independent Financial Group, LLC | 182,043 | $6.08M | 0.65% | −412−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 178,598 | $5.97M | 0.03% | −19,258−9.7% | Reduced |
| Granite Investment Partners, LLC | 175,905 | $5.88M | 0.24% | +10,120+6.1% | Added |
| Invesco Ltd. | 171,967 | $5.75M | 0.00% | +83,226+93.8% | Added |
| Prime Capital Investment Advisors, LLC | 171,588 | $5.73M | 0.34% | +171,588 | New |
| Voloridge Investment Management, LLC | 168,043 | $5.61M | 0.03% | −312,890−65.1% | Reduced |
| Ameritas Advisory Services, LLC | 165,887 | $5.54M | 0.32% | −4,090−2.4% | Reduced |
| Geneos Wealth Management Inc. | 161,328 | $5.48M | 0.27% | −3,517−2.1% | Reduced |
| Thrivent Financial for Lutherans | 162,566 | $5.43M | 0.01% | +119,716+279.4% | Added |
| FirstPurpose Wealth LLC | 157,793 | $5.27M | 3.54% | +157,793 | New |
| Beck Capital Management, LLC | 150,768 | $5.04M | 2.27% | −47,712−24.0% | Reduced |
| Rhumbline Advisers | 149,789 | $5.00M | 0.01% | −6,712−4.3% | Reduced |
| STRS Ohio | 148,835 | $4.97M | 0.02% | +375+0.3% | Added |
| Cresset Asset Management, LLC | 148,751 | $4.95M | 0.06% | −19,692−11.7% | Reduced |
| California State Teachers Retirement System | 145,588 | $4.86M | 0.01% | +80,021+122.0% | Added |
| Two Sigma Investments, LP | 143,100 | $4.78M | 0.02% | −67,200−32.0% | Reduced |
| J.W. Cole Advisors, Inc. | 138,049 | $4.61M | 0.37% | −34,695−20.1% | Reduced |
| Koshinski Asset Management, Inc. | 135,996 | $4.54M | 0.45% | −1,464−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,211 | $4.52M | 0.00% | +135,211 | New |
| Goldman Sachs Group Inc | 132,554 | $4.43M | 0.00% | +81,260+158.4% | Added |
| Credit Suisse AG | 132,232 | $4.42M | 0.00% | +110,186+499.8% | Added |
| ICA Group Wealth Management, LLC | 128,801 | $4.41M | 0.82% | −2,095−1.6% | Reduced |
| Kestra Advisory Services, LLC | 117,671 | $3.93M | 0.04% | +9,377+8.7% | Added |
| National Asset Management, Inc. | 108,778 | $3.63M | 0.15% | −11,074−9.2% | Reduced |
| Arkadios Wealth Advisors | 105,920 | $3.54M | 0.53% | −75,912−41.7% | Reduced |
| O'Dell Group, LLC | 104,507 | $3.49M | 1.24% | −7,803−6.9% | Reduced |
| Centaurus Financial, Inc. | 104,450 | $3.49M | 0.34% | −25,672−19.7% | Reduced |
| Nomura Asset Management Co Ltd | 103,260 | $3.45M | 0.02% | +5,860+6.0% | Added |
| CWM, LLC | 91,945 | $3.07M | 0.02% | +91,945 | New |
| My Legacy Advisors, LLC | 87,377 | $3.00M | 1.50% | −3,579−3.9% | Reduced |
| LDR Capital Management LLC | 86,607 | $2.89M | 1.21% | −10,355−10.7% | Reduced |
| Bank of America Corp | 85,892 | $2.87M | 0.00% | +20,727+31.8% | Added |
| Integrated Advisors Network LLC | 81,252 | $2.71M | 0.18% | −3,466−4.1% | Reduced |
| New York State Common Retirement Fund | 79,873 | $2.67M | 0.00% | −1,498−1.8% | Reduced |
| Harbour Investments, Inc. | 79,237 | $2.65M | 0.18% | +79,237 | New |
| Money Concepts Capital Corp | 75,431 | $2.56M | 0.23% | −28,428−27.4% | Reduced |
| Atria Wealth Solutions, Inc. | 75,437 | $2.52M | 0.05% | +20,990+38.6% | Added |
| Bell Bank | 72,547 | $2.42M | 0.29% | +8,111+12.6% | Added |
| Kalos Management, Inc. | 71,443 | $2.41M | 3.23% | −256,026−78.2% | Reduced |
| Barber Financial Group, Inc. | 71,603 | $2.39M | 0.39% | +71,603 | New |
| GWM Advisors LLC | 70,911 | $2.37M | 0.04% | +70,911 | New |
| Well Done, LLC | 70,469 | $2.35M | 0.52% | −20,710−22.7% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.33M | 0.01% | +69,727 | New |
| Advisory Resource Group | 67,185 | $2.25M | 0.73% | −6,766−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,803 | $2.13M | 0.00% | +1,097+1.7% | Added |
| Amundi | 61,052 | $2.08M | 0.00% | +61,052 | New |
| Atom Investors LP | 61,983 | $2.07M | 0.91% | +43,645+238.0% | Added |
| Brookstone Capital Management | 60,628 | $2.06M | 0.05% | +60,628 | New |
| MetLife Investment Management | 61,410 | $2.05M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 58,323 | $1.95M | 0.05% | +150.0% | Added |
| Resources Investment Advisors, LLC. | 58,172 | $1.94M | 0.08% | −3,712−6.0% | Reduced |
| Royal Bank of Canada | 57,072 | $1.91M | 0.00% | −20,150−26.1% | Reduced |
| Creative Planning | 56,895 | $1.90M | 0.00% | −1,427−2.4% | Reduced |
| Spire Wealth Management | 56,908 | $1.90M | 0.08% | +56,908 | New |
| Securian Asset Management, Inc | 56,700 | $1.89M | 0.05% | −26,800−32.1% | Reduced |
| Beacon Capital Management, LLC | 54,545 | $1.88M | 0.46% | −1,837−3.3% | Reduced |
| State of Alaska, Department of Revenue | 55,684 | $1.86M | 0.02% | +55,684 | New |
| Citigroup Inc | 55,353 | $1.85M | 0.00% | +2,089+3.9% | Added |