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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.

Q2 2022 vs. Q1 2022

How the institutions holding Phillips Edison & Company, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of PECO: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders3017343+49
Shares69.1M196.6K82.2M+13.3M (+19.4%)
Value$2.37B$6.69M$2.75B+$379.6M (+16.0%)

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Phillips Edison & Company, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to PECO in Q2 2022
InstitutionSharesValue% of portfolio
LPL Financial LLC415,682$13.9M0.01%
AE Wealth Management LLC335,892$11.2M0.09%
Prime Capital Investment Advisors, LLC171,588$5.73M0.34%
FirstPurpose Wealth LLC157,793$5.27M3.54%
Sumitomo Mitsui Trust Holdings, Inc.135,211$4.52M0.00%
CWM, LLC91,945$3.07M0.02%
Harbour Investments, Inc.79,237$2.65M0.18%
Barber Financial Group, Inc.71,603$2.39M0.39%
GWM Advisors LLC70,911$2.37M0.04%
State of New Jersey Common Pension Fund D69,727$2.33M0.01%
Amundi61,052$2.08M0.00%
Brookstone Capital Management60,628$2.06M0.05%
Spire Wealth Management56,908$1.90M0.08%
State of Alaska, Department of Revenue55,684$1.86M0.02%
Mirae Asset Global Investments Co., Ltd.43,125$1.77M0.00%
Cooper Financial Group45,880$1.53M0.56%
Pictet Asset Management SA45,787$1.53M0.00%
Voya Investment Management LLC42,547$1.42M0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)33,983$1.14M0.01%
AQR Capital Management LLC32,865$1.10M0.00%
InterOcean Capital Group, LLC32,405$1.08M0.04%
Arizona State Retirement System30,731$1.03M0.01%
Janney Montgomery Scott LLC30,142$1.02M0.00%
DekaBank Deutsche Girozentrale29,719$1.00M0.00%
Integrated Wealth Concepts LLC28,512$953.0K0.03%
Foundations Investment Advisors, LLC27,905$949.0K0.04%
State of Wisconsin Investment Board28,221$943.0K0.00%
Squarepoint Ops LLC27,492$919.0K0.01%
Standard Life Aberdeen plc25,255$844.0K0.00%
Johnson Midwest Financial, LLC22,003$735.0K0.99%
IHT Wealth Management, LLC21,313$712.0K0.06%
Citadel Advisors LLC20,486$684.0K0.00%
Advisor Resource Council18,269$610.0K0.06%
Teacher Retirement System of Texas18,188$608.0K0.00%
Comprehensive Financial Consultants Institutional, Inc.16,257$571.0K0.41%
Marcum Wealth, LLC16,666$557.0K0.08%
HSBC Holdings PLC16,071$537.0K0.00%
Public Employees Retirement Association of Colorado15,134$506.0K0.00%
Avantax Planning Partners, Inc.14,854$496.0K0.02%
BancorpSouth Bank13,395$448.0K0.06%
GenTrust, LLC13,166$441.0K0.04%
Sheaff Brock Investment Advisors, LLC12,635$422.0K0.05%
Bank of the West11,442$382.0K0.05%
Glassman Wealth Services11,326$378.0K0.08%
Blackston Financial Advisory Group, LLC11,079$378.0K0.25%
Evercore Wealth Management, LLC11,000$368.0K0.01%
Russell Investments Group, Ltd.10,987$366.0K0.00%
Handelsbanken Fonder AB10,500$351.0K0.00%
Stableford Capital II LLC10,529$349.0K0.16%
Van Eck Associates Corp10,372$347.0K0.00%
M&T Bank Corp9,696$324.0K0.00%
Independent Advisor Alliance9,678$323.0K0.02%
Pinnacle Financial Partners Inc9,267$310.0K0.01%
Ronald Blue Trust, Inc.8,913$307.0K0.00%
Franklin Resources Inc8,600$287.0K0.00%
World Equity Group, Inc.8,335$278.5K0.07%
American Century Companies Inc7,773$260.0K0.00%
Claraphi Advisory Network, LLC7,737$258.0K0.09%
PEAK6 Investments LLC7,730$258.0K0.01%
State Board of Administration of Florida Retirement System7,120$238.0K0.00%
Redpoint Investment Management Pty Ltd7,073$236.0K0.03%
BKD Wealth Advisors, LLC6,666$223.0K0.01%
IFG Advisory, LLC6,666$222.0K0.02%
Commerce Bank6,550$219.0K0.00%
Vestcor Inc6,551$219.0K0.01%
Xponance, Inc.6,189$207.0K0.00%
Stifel Financial Corp5,997$200.0K0.00%
GPS Wealth Strategies Group, LLC5,778$193.0K0.05%
Whittier Trust Co2,500$84.0K0.00%
SeaCrest Wealth Management, LLC2,432$81.0K0.01%
Venture Visionary Partners LLC2,244$75.0K0.01%
CoreCap Advisors, LLC2,025$68.0K0.01%
GoalVest Advisory LLC1,774$61.0K0.04%
Ritter Daniher Financial Advisory LLC1,331$44.0K0.03%
Patriot Financial Group Insurance Agency, LLC1,213$41.0K0.01%
Farmers & Merchants Investments Inc699$23.0K0.00%
New Millennium Group LLC653$22.0K0.02%
Heritage Financial Services, LLC571$19.0K0.01%
Total Clarity Wealth Management, Inc.572$19.0K0.01%
Leelyn Smith, LLC333$11.0K0.00%
Cutler Group LP217$7.00K0.00%
Bell Investment Advisors, Inc216$7.00K0.00%
Dark Forest Capital Management LP172$6.00K0.00%
TCI Wealth Advisors, Inc.146$5.00K0.00%
Fieldpoint Private Securities, LLC90$3.00K0.00%
Covestor Ltd12$00.00%

Sold out (37)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of PECO in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Alyeska Investment Group, L.P.529,552$18.2M
Arrowstreet Capital, Limited Partnership364,787$12.5M
Point72 Asset Management, L.P.233,700$8.04M
Brookfield Asset Management Inc.166,201$5.72M
Jane Street Group, LLC102,626$3.53M
Capital Wealth Management, LLC85,567$2.94M
Jump Financial, LLC72,900$2.51M
Martingale Asset Management L P35,318$1.22M
Pearl River Capital, LLC27,955$961.0K
Bayesian Capital Management, LP22,291$767.0K
Canada Pension Plan Investment Board21,000$722.0K
Fort Washington Investment Advisors Inc20,800$715.0K
Ropes Wealth Advisors LLC19,860$683.0K
Man Group plc16,612$571.0K
Beaird Harris Wealth Management, LLC12,478$429.0K
Paloma Partners Management Co11,775$405.0K
Aigen Investment Management, LP11,429$393.0K
Allspring Global Investments Holdings, LLC9,182$315.0K
Two Sigma Securities, LLC8,930$307.0K
Busey Wealth Management7,988$275.0K
Buckingham Strategic Wealth, LLC7,312$251.0K
Point72 Hong Kong Ltd6,996$241.0K
Lincoln National Corp6,894$237.0K
Argent Advisors, Inc.6,583$226.0K
Visionary Wealth Advisors6,550$225.0K
JT Stratford LLC6,230$214.0K
Apollon Wealth Management, LLC5,996$206.0K
Engineers Gate Manager LP5,867$202.0K
Ashton Thomas Private Wealth, LLC5,816$200.0K
Quantbot Technologies LP5,791$199.0K
Massmutual Trust Co FSB2,261$78.0K
Simplex Trading, LLC2,274$78.0K
Assetmark, Inc1,973$68.0K
Parkside Financial Bank & Trust1,382$48.0K
Lloyd Advisory Services, LLC.762$26.0K
RPg Family Wealth Advisory, LLC696$24.0K
Cordant, Inc.181$6.00K

Not filed for Q2 2022 yet (7)

Institutions that held Phillips Edison & Company, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Full18 Capital LLC57,098$1.94M
WealthPLAN Partners, LLC45,339$1.53M
WealthPlan Investment Management, LLC45,339$1.53M
Parametric Portfolio Associates LLC26,327$905.0K
Amalgamated Financial Corp.14,497$499.0K
Dixon Hughes Goodman Wealth Advisors LLC6,666$229.0K
Ritter Daniher Financial Advisory, LLC1,331$46.0K