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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 27,905 | $949.0K | 0.04% | +27,905 | New |
| Integrated Wealth Concepts LLC | 28,512 | $953.0K | 0.03% | +28,512 | New |
| DekaBank Deutsche Girozentrale | 29,719 | $1.00M | 0.00% | +29,719 | New |
| M Holdings Securities, Inc. | 30,309 | $1.01M | 0.10% | −2,787−8.4% | Reduced |
| Janney Montgomery Scott LLC | 30,142 | $1.02M | 0.00% | +30,142 | New |
| Arizona State Retirement System | 30,731 | $1.03M | 0.01% | +30,731 | New |
| EPG Wealth Management LLC | 30,817 | $1.03M | 0.44% | +524+1.7% | Added |
| Financial Partners Group, Inc | 31,652 | $1.06M | 0.27% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 31,828 | $1.06M | 0.01% | −1,867−5.5% | Reduced |
| Price T Rowe Associates Inc | 31,912 | $1.07M | 0.00% | +13,655+74.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 32,064 | $1.07M | 0.06% | +12,520+64.1% | Added |
| Capital Asset Advisory Services LLC | 32,007 | $1.07M | 0.12% | −219−0.7% | Reduced |
| FJ Capital Management LLC | 32,000 | $1.08M | 0.11% | −7,996−20.0% | Reduced |
| InterOcean Capital Group, LLC | 32,405 | $1.08M | 0.04% | +32,405 | New |
| Jackson Creek Investment Advisors LLC | 31,979 | $1.09M | 0.44% | −2,616−7.6% | Reduced |
| AQR Capital Management LLC | 32,865 | $1.10M | 0.00% | +32,865 | New |
| Vident Investment Advisory, LLC | 33,285 | $1.11M | 0.03% | +30.0% | Added |
| SG Americas Securities, LLC | 33,445 | $1.12M | 0.01% | +23,849+248.5% | Added |
| Accel Wealth Management | 33,107 | $1.13M | 0.65% | +8,946+37.0% | Added |
| United Capital Financial Advisers, LLC | 33,960 | $1.14M | 0.01% | −5,011−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,983 | $1.14M | 0.01% | +33,983 | New |
| Susquehanna International Group, LLP | 33,998 | $1.14M | 0.00% | −582,541−94.5% | Reduced |
| Raymond James & Associates | 34,463 | $1.15M | 0.00% | +7,264+26.7% | Added |
| UBS Group AG | 37,878 | $1.27M | 0.00% | +30,872+440.7% | Added |
| American Portfolios Advisors | 38,955 | $1.30M | 0.05% | −7,478−16.1% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.40M | 0.57% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 42,500 | $1.42M | 0.18% | −42,500−50.0% | Reduced |
| Voya Investment Management LLC | 42,547 | $1.42M | 0.00% | +42,547 | New |
| Belpointe Asset Management LLC | 44,387 | $1.48M | 0.10% | −94−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 45,019 | $1.50M | 0.00% | +1,871+4.3% | Added |
| Pictet Asset Management SA | 45,787 | $1.53M | 0.00% | +45,787 | New |
| Cooper Financial Group | 45,880 | $1.53M | 0.56% | +45,880 | New |
| Orion Portfolio Solutions, LLC | 46,180 | $1.54M | 0.06% | +32,325+233.3% | Added |
| Ausdal Financial Partners, Inc. | 47,080 | $1.57M | 0.24% | −2,105−4.3% | Reduced |
| Mercer Global Advisors Inc | 47,560 | $1.59M | 0.01% | −8,537−15.2% | Reduced |
| Mutual Advisors, LLC | 47,800 | $1.60M | 0.11% | +1,990+4.3% | Added |
| Envestnet Asset Management Inc | 48,591 | $1.62M | 0.00% | −9,223−16.0% | Reduced |
| Nisa Investment Advisors, LLC | 48,568 | $1.62M | 0.01% | +9,372+23.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 50,780 | $1.70M | 0.01% | +2,750+5.7% | Added |
| IFP Advisors, Inc | 61,271 | $1.70M | 0.06% | −2,725−4.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 43,125 | $1.77M | 0.00% | +43,125 | New |
| American International Group, Inc. | 53,527 | $1.79M | 0.01% | −3,133−5.5% | Reduced |
| Citigroup Inc | 55,353 | $1.85M | 0.00% | +2,089+3.9% | Added |
| State of Alaska, Department of Revenue | 55,684 | $1.86M | 0.02% | +55,684 | New |
| Beacon Capital Management, LLC | 54,545 | $1.88M | 0.46% | −1,837−3.3% | Reduced |
| Securian Asset Management, Inc | 56,700 | $1.89M | 0.05% | −26,800−32.1% | 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 |
| Royal Bank of Canada | 57,072 | $1.91M | 0.00% | −20,150−26.1% | Reduced |
| Resources Investment Advisors, LLC. | 58,172 | $1.94M | 0.08% | −3,712−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 58,323 | $1.95M | 0.05% | +150.0% | Added |
| MetLife Investment Management | 61,410 | $2.05M | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 60,628 | $2.06M | 0.05% | +60,628 | New |
| Atom Investors LP | 61,983 | $2.07M | 0.91% | +43,645+238.0% | Added |
| Amundi | 61,052 | $2.08M | 0.00% | +61,052 | New |
| Raymond James Financial Services Advisors, Inc. | 63,803 | $2.13M | 0.00% | +1,097+1.7% | Added |
| Advisory Resource Group | 67,185 | $2.25M | 0.73% | −6,766−9.1% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.33M | 0.01% | +69,727 | New |
| Well Done, LLC | 70,469 | $2.35M | 0.52% | −20,710−22.7% | Reduced |
| GWM Advisors LLC | 70,911 | $2.37M | 0.04% | +70,911 | New |
| Barber Financial Group, Inc. | 71,603 | $2.39M | 0.39% | +71,603 | New |
| Kalos Management, Inc. | 71,443 | $2.41M | 3.23% | −256,026−78.2% | Reduced |
| Bell Bank | 72,547 | $2.42M | 0.29% | +8,111+12.6% | Added |
| Atria Wealth Solutions, Inc. | 75,437 | $2.52M | 0.05% | +20,990+38.6% | Added |
| Money Concepts Capital Corp | 75,431 | $2.56M | 0.23% | −28,428−27.4% | Reduced |
| Harbour Investments, Inc. | 79,237 | $2.65M | 0.18% | +79,237 | New |
| New York State Common Retirement Fund | 79,873 | $2.67M | 0.00% | −1,498−1.8% | Reduced |
| Integrated Advisors Network LLC | 81,252 | $2.71M | 0.18% | −3,466−4.1% | Reduced |
| Bank of America Corp | 85,892 | $2.87M | 0.00% | +20,727+31.8% | Added |
| LDR Capital Management LLC | 86,607 | $2.89M | 1.21% | −10,355−10.7% | Reduced |
| My Legacy Advisors, LLC | 87,377 | $3.00M | 1.50% | −3,579−3.9% | Reduced |
| CWM, LLC | 91,945 | $3.07M | 0.02% | +91,945 | New |
| Nomura Asset Management Co Ltd | 103,260 | $3.45M | 0.02% | +5,860+6.0% | Added |
| Centaurus Financial, Inc. | 104,450 | $3.49M | 0.34% | −25,672−19.7% | Reduced |
| O'Dell Group, LLC | 104,507 | $3.49M | 1.24% | −7,803−6.9% | Reduced |
| Arkadios Wealth Advisors | 105,920 | $3.54M | 0.53% | −75,912−41.7% | Reduced |
| National Asset Management, Inc. | 108,778 | $3.63M | 0.15% | −11,074−9.2% | Reduced |
| Kestra Advisory Services, LLC | 117,671 | $3.93M | 0.04% | +9,377+8.7% | Added |
| ICA Group Wealth Management, LLC | 128,801 | $4.41M | 0.82% | −2,095−1.6% | Reduced |
| Credit Suisse AG | 132,232 | $4.42M | 0.00% | +110,186+499.8% | Added |
| Goldman Sachs Group Inc | 132,554 | $4.43M | 0.00% | +81,260+158.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,211 | $4.52M | 0.00% | +135,211 | New |
| Koshinski Asset Management, Inc. | 135,996 | $4.54M | 0.45% | −1,464−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 138,049 | $4.61M | 0.37% | −34,695−20.1% | Reduced |
| Two Sigma Investments, LP | 143,100 | $4.78M | 0.02% | −67,200−32.0% | Reduced |
| California State Teachers Retirement System | 145,588 | $4.86M | 0.01% | +80,021+122.0% | Added |
| Cresset Asset Management, LLC | 148,751 | $4.95M | 0.06% | −19,692−11.7% | Reduced |
| STRS Ohio | 148,835 | $4.97M | 0.02% | +375+0.3% | Added |
| Rhumbline Advisers | 149,789 | $5.00M | 0.01% | −6,712−4.3% | Reduced |
| Beck Capital Management, LLC | 150,768 | $5.04M | 2.27% | −47,712−24.0% | Reduced |
| FirstPurpose Wealth LLC | 157,793 | $5.27M | 3.54% | +157,793 | New |
| Thrivent Financial for Lutherans | 162,566 | $5.43M | 0.01% | +119,716+279.4% | Added |
| Geneos Wealth Management Inc. | 161,328 | $5.48M | 0.27% | −3,517−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 165,887 | $5.54M | 0.32% | −4,090−2.4% | Reduced |
| Voloridge Investment Management, LLC | 168,043 | $5.61M | 0.03% | −312,890−65.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 171,588 | $5.73M | 0.34% | +171,588 | New |
| Invesco Ltd. | 171,967 | $5.75M | 0.00% | +83,226+93.8% | Added |
| Granite Investment Partners, LLC | 175,905 | $5.88M | 0.24% | +10,120+6.1% | Added |
| Asset Management One Co.,Ltd. | 178,598 | $5.97M | 0.03% | −19,258−9.7% | Reduced |
| Independent Financial Group, LLC | 182,043 | $6.08M | 0.65% | −412−0.2% | Reduced |