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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 183,369 | $6.13M | 0.00% | +120,370+191.1% | Added |
| Millennium Management LLC | 183,528 | $6.13M | 0.01% | −1,326,576−87.8% | Reduced |
| First Trust Advisors LP | 184,139 | $6.15M | 0.01% | +15,305+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 184,576 | $6.17M | 0.05% | +167,090+955.6% | Added |
| RMR Wealth Builders | 211,851 | $7.10M | 1.77% | −8,043−3.7% | Reduced |
| Macquarie Group Ltd | 236,305 | $7.89M | 0.01% | +38,644+19.6% | Added |
| Mariner, LLC | 254,052 | $8.49M | 0.03% | −6,798−2.6% | Reduced |
| McAdam, LLC | 261,067 | $8.72M | 0.92% | −33,768−11.5% | Reduced |
| Swiss National Bank | 267,000 | $8.92M | 0.01% | +220,600+475.4% | Added |
| Colony Group LLC | 279,465 | $9.34M | 0.16% | −3,946−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 286,849 | $9.58M | 0.10% | +207,038+259.4% | Added |
| Commonwealth Equity Services, LLC | 302,535 | $10.1M | 0.03% | +13,741+4.8% | Added |
| ACG Wealth | 330,395 | $11.0M | 2.25% | +50,293+18.0% | Added |
| AE Wealth Management LLC | 335,892 | $11.2M | 0.09% | +335,892 | New |
| Renaissance Technologies LLC | 369,600 | $12.3M | 0.01% | +208,900+130.0% | Added |
| LPL Financial LLC | 415,682 | $13.9M | 0.01% | +415,682 | New |
| B&I Capital AG | 447,115 | $14.9M | 4.83% | −109,380−19.7% | Reduced |
| Vision Capital Corp | 447,773 | $15.0M | 6.73% | −220,547−33.0% | Reduced |
| Bank of New York Mellon Corp | 451,927 | $15.1M | 0.00% | −12,453−2.7% | Reduced |
| UBS Asset Management Americas Inc | 469,728 | $15.7M | 0.01% | +453,728+2,835.8% | Added |
| Alliancebernstein L.P. | 531,572 | $17.8M | 0.01% | −186,142−25.9% | Reduced |
| Cetera Advisor Networks LLC | 538,752 | $18.0M | 0.23% | +18,507+3.6% | Added |
| Cetera Investment Advisers | 558,010 | $18.6M | 0.30% | −13,702−2.4% | Reduced |
| Holocene Advisors, LP | 562,813 | $18.8M | 0.11% | −363,100−39.2% | Reduced |
| Legal & General Group Plc | 601,343 | $20.1M | 0.01% | +586,989+4,089.4% | Added |
| JPMorgan Chase & Co | 632,335 | $21.1M | 0.00% | +271,223+75.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 767,751 | $25.7M | 0.14% | −51,240−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 764,806 | $25.7M | 0.06% | +541,247+242.1% | Added |
| Charles Schwab Investment Management Inc | 810,792 | $27.1M | 0.01% | −17,594−2.1% | Reduced |
| Nuveen Asset Management, LLC | 829,074 | $27.7M | 0.01% | +84,581+11.4% | Added |
| Cetera Advisors LLC | 851,050 | $28.4M | 0.65% | −16,968−2.0% | Reduced |
| First Foundation Advisors | 1,257,310 | $42.0M | 1.86% | +352,855+39.0% | Added |
| Morgan Stanley | 1,290,918 | $43.1M | 0.01% | +367,618+39.8% | Added |
| Northern Trust Corp | 1,294,607 | $43.3M | 0.01% | +271,828+26.6% | Added |
| Janus Henderson Group PLC | 1,785,576 | $59.7M | 0.04% | −111,861−5.9% | Reduced |
| Geode Capital Management, LLC | 2,302,799 | $76.9M | 0.01% | +338,944+17.3% | Added |
| State Street Corp | 4,480,286 | $149.9M | 0.01% | +2,516,281+128.1% | Added |
| Massachusetts Financial Services Co | 5,592,250 | $186.8M | 0.06% | +1,176,159+26.6% | Added |
| FMR LLC | 5,874,143 | $196.3M | 0.02% | +691,059+13.3% | Added |
| Wellington Management Group LLP | 9,010,199 | $301.0M | 0.06% | +1,284,722+16.6% | Added |
| BlackRock Inc. | 9,445,671 | $315.6M | 0.01% | +2,135,558+29.2% | Added |
| Vanguard Group Inc | 16,776,017 | $560.5M | 0.02% | +6,270,063+59.7% | Added |
| Apeiron RIA LLC | 42,865 | – | – | +24,696+135.9% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −529,552−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −364,787−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −233,700−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −166,201−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −102,626−100.0% | Sold out |
| Capital Wealth Management, LLC | 0 | $0 | 0.00% | −85,567−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −35,318−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −27,955−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,291−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −19,860−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,612−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,775−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,429−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −9,182−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,930−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −7,312−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,894−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −6,583−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −6,230−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −5,996−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,816−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Full18 Capital LLC | – | – | – | – | Not filed |
| WealthPLAN Partners, LLC | – | – | – | – | Not filed |
| WealthPlan Investment Management, LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| Ritter Daniher Financial Advisory, LLC | – | – | – | – | Not filed |