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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.

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.

Institutional holdersQ2 2022: 343 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2022: $2.75B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Coldstream Capital Management Inc8,411$281.0K0.01%+491+6.2%Added
Rehmann Capital Advisory Group8,500$284.0K0.03%−5,578−39.6%Reduced
Franklin Resources Inc8,600$287.0K0.00%+8,600New
Canton Hathaway, LLC8,744$292.0K0.10%−591−6.3%Reduced
Avantax Advisory Services, Inc.8,736$292.0K0.00%−413−4.5%Reduced
Blair William & Co9,132$305.0K0.00%−376−4.0%Reduced
Ronald Blue Trust, Inc.8,913$307.0K0.00%+8,913New
Pinnacle Financial Partners Inc9,267$310.0K0.01%+9,267New
Advisory Services Network, LLC9,324$312.0K0.01%+1,154+14.1%Added
Independent Advisor Alliance9,678$323.0K0.02%+9,678New
Wells Fargo & Company9,695$324.0K0.00%−27,247−73.8%Reduced
Axxcess Wealth Management, LLC9,697$324.0K0.03%00.0%Unchanged
M&T Bank Corp9,696$324.0K0.00%+9,696New
Plotkin Financial Advisors, LLC9,750$325.7K0.31%−17,067−63.6%Reduced
Two Sigma Advisers, LP10,100$337.0K0.00%−9,800−49.2%Reduced
Mackenzie Financial Corp10,156$339.0K0.00%+2,289+29.1%Added
Global Wealth Management Investment Advisory, Inc.10,195$341.0K0.11%+2,592+34.1%Added
Foundry Partners, LLC10,360$346.0K0.02%00.0%Unchanged
Van Eck Associates Corp10,372$347.0K0.00%+10,372New
Stableford Capital II LLC10,529$349.0K0.16%+10,529New
Larson Financial Group LLC10,478$350.0K0.06%+6,726+179.3%Added
Handelsbanken Fonder AB10,500$351.0K0.00%+10,500New
Ameritas Investment Partners, Inc.10,587$353.0K0.02%−274−2.5%Reduced
Ameriprise Financial Inc10,594$354.0K0.00%−73,872−87.5%Reduced
Personal Capital Advisors Corp10,602$354.0K0.00%−1,567−12.9%Reduced
Ellevest, Inc.10,890$364.0K0.03%+344+3.3%Added
Nissay Asset Management Corp10,953$366.0K0.00%+363+3.4%Added
Russell Investments Group, Ltd.10,987$366.0K0.00%+10,987New
Evercore Wealth Management, LLC11,000$368.0K0.01%+11,000New
Royal Fund Management, LLC11,051$369.0K0.06%−824−6.9%Reduced
German American Bancorp, Inc.11,118$371.0K0.06%00.0%Unchanged
Alpha Omega Group, Inc.11,269$376.0K0.44%−2,796−19.9%Reduced
Kayne Anderson Rudnick Investment Management LLC11,308$378.0K0.00%00.0%Unchanged
Glassman Wealth Services11,326$378.0K0.08%+11,326New
Blackston Financial Advisory Group, LLC11,079$378.0K0.25%+11,079New
Bank of the West11,442$382.0K0.05%+11,442New
Raleigh Capital Management Inc.11,677$390.0K0.22%−5,463−31.9%Reduced
Capital Investment Advisory Services, LLC11,730$392.0K0.05%+4,540+63.1%Added
Foresight Wealth Management, LLC11,802$394.0K0.14%−1,428−10.8%Reduced
Ignite Planners, LLC11,578$395.0K0.32%−1,438−11.0%Reduced
Proequities, Inc.11,874$398.0K0.03%−1,906−13.8%Reduced
Oliver Lagore Vanvalin Investment Group11,975$400.0K0.23%−6,129−33.9%Reduced
Metropolitan Life Insurance Co12,244$409.1K0.02%−1,598−11.5%Reduced
LexAurum Advisors, LLC12,341$412.0K0.15%+3,373+37.6%Added
Northwestern Mutual Wealth Management Co12,470$417.0K0.00%−2,909−18.9%Reduced
Sheaff Brock Investment Advisors, LLC12,635$422.0K0.05%+12,635New
ProShare Advisors LLC12,848$430.0K0.00%−8,550−40.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd13,145$439.0K0.01%00.0%Unchanged
GenTrust, LLC13,166$441.0K0.04%+13,166New
D. E. Shaw & Co., Inc.13,249$443.0K0.00%−329,328−96.1%Reduced
First Republic Investment Management, Inc.13,355$446.0K0.00%−2,867−17.7%Reduced
BancorpSouth Bank13,395$448.0K0.06%+13,395New
Fifth Third Bancorp13,957$466.0K0.00%+20.0%Added
FLC Capital Advisors13,968$467.0K0.16%−1,462−9.5%Reduced
Smart Money Group LLC14,063$470.0K0.33%+2,780+24.6%Added
Accurate Wealth Management, LLC13,836$471.0K0.26%−151−1.1%Reduced
Laurel Wealth Advisors, Inc.14,369$480.0K0.05%−1,893−11.6%Reduced
StrategIQ Financial Group, LLC14,669$490.0K0.06%+5,871+66.7%Added
Avantax Planning Partners, Inc.14,854$496.0K0.02%+14,854New
Public Employees Retirement Association of Colorado15,134$506.0K0.00%+15,134New
Change Path, LLC15,172$507.0K0.03%+1,338+9.7%Added
TownSquare Capital, LLC15,254$510.0K0.01%+1,021+7.2%Added
Regal Investment Advisors LLC16,053$536.0K0.06%+555+3.6%Added
Beacon Pointe Advisors, LLC16,067$537.0K0.01%−18,935−54.1%Reduced
HSBC Holdings PLC16,071$537.0K0.00%+16,071New
Arete Wealth Advisors, LLC16,267$543.0K0.06%−2,422−13.0%Reduced
Norges Bank16,579$553.9K0.00%00.0%Unchanged
Marcum Wealth, LLC16,666$557.0K0.08%+16,666New
Wolff Wiese Magana LLC17,067$570.0K0.42%−1,462−7.9%Reduced
Comprehensive Financial Consultants Institutional, Inc.16,257$571.0K0.41%+16,257New
MCF Advisors LLC17,117$573.0K0.06%−25,429−59.8%Reduced
Mission Wealth Management, LP17,153$573.0K0.03%00.0%Unchanged
Continuum Advisory, LLC17,158$573.0K0.10%+511+3.1%Added
Acorn Financial Advisory Services Inc17,376$581.0K0.14%00.0%Unchanged
Hendershot Investments Inc.17,655$590.0K0.10%00.0%Unchanged
Principal Financial Group Inc17,742$593.0K0.00%+7,239+68.9%Added
Amalgamated Bank18,111$605.0K0.01%+3,614+24.9%Added
Teacher Retirement System of Texas18,188$608.0K0.00%+18,188New
Advisor Resource Council18,269$610.0K0.06%+18,269New
Dimensional Fund Advisors LP18,362$613.0K0.00%−581−3.1%Reduced
Truist Financial Corp19,032$635.0K0.00%+265+1.4%Added
Vaughan David Investments LLC19,882$664.0K0.02%00.0%Unchanged
Carmel Capital Partners, LLC20,047$670.0K0.63%+2,170+12.1%Added
Barclays PLC20,443$683.0K0.00%−76−0.4%Reduced
Citadel Advisors LLC20,486$684.0K0.00%+20,486New
DuPont Capital Management Corp21,020$702.0K0.03%+11,053+110.9%Added
IHT Wealth Management, LLC21,313$712.0K0.06%+21,313New
Johnson Midwest Financial, LLC22,003$735.0K0.99%+22,003New
HighTower Advisors, LLC22,392$749.0K0.00%+1,091+5.1%Added
Sigma Planning Corp22,602$755.0K0.03%−836−3.6%Reduced
Covington Capital Management22,770$761.0K0.03%−4,697−17.1%Reduced
Calton & Associates, Inc.22,866$763.0K0.42%+1,225+5.7%Added
Soltis Investment Advisors LLC24,207$809.0K0.12%−8,839−26.7%Reduced
Cubist Systematic Strategies, LLC24,640$823.0K0.01%−58,007−70.2%Reduced
Standard Life Aberdeen plc25,255$844.0K0.00%+25,255New
EWG Elevate Inc.25,300$845.0K0.41%−571−2.2%Reduced
Capital Analysts, LLC27,111$906.0K0.06%+5,101+23.2%Added
Kovack Advisors, Inc.27,406$916.0K0.12%−1,875−6.4%Reduced
Squarepoint Ops LLC27,492$919.0K0.01%+27,492New
State of Wisconsin Investment Board28,221$943.0K0.00%+28,221New