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 |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 37 | $1.24K | 0.00% | +6+19.4% | Added |
| Fieldpoint Private Securities, LLC | 90 | $3.00K | 0.00% | +90 | New |
| Aspire Private Capital, LLC | 122 | $4.00K | 0.00% | −3,026−96.1% | Reduced |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 146 | $5.00K | 0.00% | +146 | New |
| Huntington National Bank | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 172 | $6.00K | 0.00% | +172 | New |
| Cutler Group LP | 217 | $7.00K | 0.00% | +217 | New |
| Bell Investment Advisors, Inc | 216 | $7.00K | 0.00% | +216 | New |
| Castleview Partners, LLC | 105 | $8.61K | 0.01% | −22,634−99.5% | Reduced |
| Quadrant Capital Group LLC | 274 | $9.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 333 | $11.0K | 0.00% | +333 | New |
| Curi Capital | 400 | $13.0K | 0.00% | +1+0.3% | Added |
| Stonebridge Capital Advisors LLC | 445 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 522 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 506 | $17.0K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 571 | $19.0K | 0.01% | +571 | New |
| Total Clarity Wealth Management, Inc. | 572 | $19.0K | 0.01% | +572 | New |
| Annapolis Financial Services, LLC | 591 | $20.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 666 | $22.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $22.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 656 | $22.0K | 0.04% | +5+0.8% | Added |
| New Millennium Group LLC | 653 | $22.0K | 0.02% | +653 | New |
| FinTrust Capital Advisors, LLC | 680 | $23.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 699 | $23.0K | 0.00% | +699 | New |
| Creative Financial Designs Inc | 719 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.0K | 0.01% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 799 | $27.0K | 0.00% | −1,943,385−100.0% | Reduced |
| Rise Advisors, LLC | 844 | $28.0K | 0.03% | +6+0.7% | Added |
| Kozak & Associates, Inc. | 924 | $31.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,093 | $37.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,145 | $38.0K | 0.03% | −140−10.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,213 | $41.0K | 0.01% | +1,213 | New |
| Ritter Daniher Financial Advisory LLC | 1,331 | $44.0K | 0.03% | +1,331 | New |
| Prestige Wealth Management Group LLC | 1,333 | $45.0K | 0.01% | 00.0% | Unchanged |
| Chandler Asset Management, Inc. | 1,347 | $45.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $53.0K | 0.01% | −1,777−52.9% | Reduced |
| Central Trust Co | 1,730 | $58.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,754 | $58.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,752 | $59.0K | 0.04% | −753−30.1% | Reduced |
| Signaturefd, LLC | 1,800 | $60.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,774 | $61.0K | 0.04% | +1,774 | New |
| EverSource Wealth Advisors, LLC | 1,969 | $65.0K | 0.02% | −1,666−45.8% | Reduced |
| CoreCap Advisors, LLC | 2,025 | $68.0K | 0.01% | +2,025 | New |
| Venture Visionary Partners LLC | 2,244 | $75.0K | 0.01% | +2,244 | New |
| SeaCrest Wealth Management, LLC | 2,432 | $81.0K | 0.01% | +2,432 | New |
| Whittier Trust Co | 2,500 | $84.0K | 0.00% | +2,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,573 | $85.0K | 0.01% | −989−27.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,568 | $86.0K | 0.00% | +2,429+1,747.5% | Added |
| Lazard Asset Management LLC | 2,717 | $90.0K | 0.00% | +1,875+222.7% | Added |
| Newbridge Financial Services Group, Inc. | 3,024 | $101.0K | 0.06% | −608−16.7% | Reduced |
| Beacon Capital Management, Inc. | 3,015 | $101.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,341 | $112.0K | 0.01% | +1,000+42.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,722 | $124.0K | 0.00% | +577+18.3% | Added |
| Allworth Financial LP | 3,762 | $126.0K | 0.00% | −644−14.6% | Reduced |
| RWM Asset Management, LLC | 4,006 | $134.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,056 | $136.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,310 | $144.0K | 0.00% | +2,796+184.7% | Added |
| HHM Wealth Advisors, LLC | 4,532 | $151.0K | 0.04% | −3,137−40.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,778 | $193.0K | 0.05% | +5,778 | New |
| Stifel Financial Corp | 5,997 | $200.0K | 0.00% | +5,997 | New |
| GW Henssler & Associates Ltd | 6,008 | $201.0K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,112 | $204.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,188 | $207.0K | 0.00% | +3,322+115.9% | Added |
| Xponance, Inc. | 6,189 | $207.0K | 0.00% | +6,189 | New |
| Commerce Bank | 6,550 | $219.0K | 0.00% | +6,550 | New |
| Vestcor Inc | 6,551 | $219.0K | 0.01% | +6,551 | New |
| Monograph Wealth Advisors, LLC | 6,638 | $222.0K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,666 | $222.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,666 | $222.0K | 0.02% | +6,666 | New |
| BKD Wealth Advisors, LLC | 6,666 | $223.0K | 0.01% | +6,666 | New |
| Ratio Wealth Group | 6,714 | $224.3K | 0.07% | −3,048−31.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,800 | $227.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 6,795 | $232.0K | 0.02% | −800−10.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,387 | $235.0K | 0.14% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 7,032 | $235.0K | 0.01% | +47+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 7,060 | $236.0K | 0.03% | 00.0% | Unchanged |
| January Capital Advisors LLC | 7,052 | $236.0K | 0.21% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 7,073 | $236.0K | 0.03% | +7,073 | New |
| Meeder Asset Management Inc | 7,116 | $238.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,120 | $238.0K | 0.00% | +7,120 | New |
| Fisher Asset Management, LLC | 7,161 | $239.0K | 0.00% | −34,281−82.7% | Reduced |
| FORA Capital, LLC | 7,244 | $242.0K | 0.05% | −6,458−47.1% | Reduced |
| Prudential Financial Inc | 7,310 | $244.0K | 0.00% | −3,300−31.1% | Reduced |
| Allen Capital Group, LLC | 7,375 | $246.0K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,421 | $248.0K | 0.03% | −769−9.4% | Reduced |
| Claraphi Advisory Network, LLC | 7,737 | $258.0K | 0.09% | +7,737 | New |
| PEAK6 Investments LLC | 7,730 | $258.0K | 0.01% | +7,730 | New |
| First Heartland Consultants, Inc. | 7,769 | $259.0K | 0.04% | −1,787−18.7% | Reduced |
| American Century Companies Inc | 7,773 | $260.0K | 0.00% | +7,773 | New |
| RE Dickinson Investment Advisors, LLC | 8,100 | $271.0K | 0.22% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 8,153 | $272.0K | 0.07% | +148+1.8% | Added |
| F3Logic, LLC | 8,160 | $273.0K | 0.05% | −1,904−18.9% | Reduced |
| Peak Asset Management, LLC | 8,214 | $274.0K | 0.07% | 00.0% | Unchanged |
| World Equity Group, Inc. | 8,335 | $278.5K | 0.07% | +8,335 | New |
| MML Investors Services, LLC | 8,406 | $281.0K | 0.00% | +47+0.6% | Added |