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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 53,527 | $1.79M | 0.01% | −3,133−5.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 43,125 | $1.77M | 0.00% | +43,125 | New |
| IFP Advisors, Inc | 61,271 | $1.70M | 0.06% | −2,725−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 50,780 | $1.70M | 0.01% | +2,750+5.7% | 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 |
| Mutual Advisors, LLC | 47,800 | $1.60M | 0.11% | +1,990+4.3% | Added |
| Mercer Global Advisors Inc | 47,560 | $1.59M | 0.01% | −8,537−15.2% | Reduced |
| Ausdal Financial Partners, Inc. | 47,080 | $1.57M | 0.24% | −2,105−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 46,180 | $1.54M | 0.06% | +32,325+233.3% | Added |
| Cooper Financial Group | 45,880 | $1.53M | 0.56% | +45,880 | New |
| Pictet Asset Management SA | 45,787 | $1.53M | 0.00% | +45,787 | New |
| Manufacturers Life Insurance Company, The | 45,019 | $1.50M | 0.00% | +1,871+4.3% | Added |
| Belpointe Asset Management LLC | 44,387 | $1.48M | 0.10% | −94−0.2% | Reduced |
| Voya Investment Management LLC | 42,547 | $1.42M | 0.00% | +42,547 | New |
| Ghisallo Capital Management LLC | 42,500 | $1.42M | 0.18% | −42,500−50.0% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.40M | 0.57% | 00.0% | Unchanged |
| American Portfolios Advisors | 38,955 | $1.30M | 0.05% | −7,478−16.1% | Reduced |
| UBS Group AG | 37,878 | $1.27M | 0.00% | +30,872+440.7% | Added |
| Raymond James & Associates | 34,463 | $1.15M | 0.00% | +7,264+26.7% | Added |
| Susquehanna International Group, LLP | 33,998 | $1.14M | 0.00% | −582,541−94.5% | Reduced |
| 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 |
| Accel Wealth Management | 33,107 | $1.13M | 0.65% | +8,946+37.0% | Added |
| SG Americas Securities, LLC | 33,445 | $1.12M | 0.01% | +23,849+248.5% | Added |
| Vident Investment Advisory, LLC | 33,285 | $1.11M | 0.03% | +30.0% | Added |
| AQR Capital Management LLC | 32,865 | $1.10M | 0.00% | +32,865 | New |
| Jackson Creek Investment Advisors LLC | 31,979 | $1.09M | 0.44% | −2,616−7.6% | Reduced |
| InterOcean Capital Group, LLC | 32,405 | $1.08M | 0.04% | +32,405 | New |
| FJ Capital Management LLC | 32,000 | $1.08M | 0.11% | −7,996−20.0% | Reduced |
| Capital Asset Advisory Services LLC | 32,007 | $1.07M | 0.12% | −219−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,064 | $1.07M | 0.06% | +12,520+64.1% | Added |
| Price T Rowe Associates Inc | 31,912 | $1.07M | 0.00% | +13,655+74.8% | Added |
| Daiwa Securities Group Inc. | 31,828 | $1.06M | 0.01% | −1,867−5.5% | Reduced |
| Financial Partners Group, Inc | 31,652 | $1.06M | 0.27% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 30,817 | $1.03M | 0.44% | +524+1.7% | Added |
| Arizona State Retirement System | 30,731 | $1.03M | 0.01% | +30,731 | New |
| Janney Montgomery Scott LLC | 30,142 | $1.02M | 0.00% | +30,142 | New |
| M Holdings Securities, Inc. | 30,309 | $1.01M | 0.10% | −2,787−8.4% | Reduced |
| DekaBank Deutsche Girozentrale | 29,719 | $1.00M | 0.00% | +29,719 | New |
| Integrated Wealth Concepts LLC | 28,512 | $953.0K | 0.03% | +28,512 | New |
| Foundations Investment Advisors, LLC | 27,905 | $949.0K | 0.04% | +27,905 | New |
| State of Wisconsin Investment Board | 28,221 | $943.0K | 0.00% | +28,221 | New |
| Squarepoint Ops LLC | 27,492 | $919.0K | 0.01% | +27,492 | New |
| Kovack Advisors, Inc. | 27,406 | $916.0K | 0.12% | −1,875−6.4% | Reduced |
| Capital Analysts, LLC | 27,111 | $906.0K | 0.06% | +5,101+23.2% | Added |
| EWG Elevate Inc. | 25,300 | $845.0K | 0.41% | −571−2.2% | Reduced |
| Standard Life Aberdeen plc | 25,255 | $844.0K | 0.00% | +25,255 | New |
| Cubist Systematic Strategies, LLC | 24,640 | $823.0K | 0.01% | −58,007−70.2% | Reduced |
| Soltis Investment Advisors LLC | 24,207 | $809.0K | 0.12% | −8,839−26.7% | Reduced |
| Calton & Associates, Inc. | 22,866 | $763.0K | 0.42% | +1,225+5.7% | Added |
| Covington Capital Management | 22,770 | $761.0K | 0.03% | −4,697−17.1% | Reduced |
| Sigma Planning Corp | 22,602 | $755.0K | 0.03% | −836−3.6% | Reduced |
| HighTower Advisors, LLC | 22,392 | $749.0K | 0.00% | +1,091+5.1% | Added |
| Johnson Midwest Financial, LLC | 22,003 | $735.0K | 0.99% | +22,003 | New |
| IHT Wealth Management, LLC | 21,313 | $712.0K | 0.06% | +21,313 | New |
| DuPont Capital Management Corp | 21,020 | $702.0K | 0.03% | +11,053+110.9% | Added |
| Citadel Advisors LLC | 20,486 | $684.0K | 0.00% | +20,486 | New |
| Barclays PLC | 20,443 | $683.0K | 0.00% | −76−0.4% | Reduced |
| Carmel Capital Partners, LLC | 20,047 | $670.0K | 0.63% | +2,170+12.1% | Added |
| Vaughan David Investments LLC | 19,882 | $664.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 19,032 | $635.0K | 0.00% | +265+1.4% | Added |
| Dimensional Fund Advisors LP | 18,362 | $613.0K | 0.00% | −581−3.1% | Reduced |
| Advisor Resource Council | 18,269 | $610.0K | 0.06% | +18,269 | New |
| Teacher Retirement System of Texas | 18,188 | $608.0K | 0.00% | +18,188 | New |
| Amalgamated Bank | 18,111 | $605.0K | 0.01% | +3,614+24.9% | Added |
| Principal Financial Group Inc | 17,742 | $593.0K | 0.00% | +7,239+68.9% | Added |
| Hendershot Investments Inc. | 17,655 | $590.0K | 0.10% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 17,376 | $581.0K | 0.14% | 00.0% | Unchanged |
| MCF Advisors LLC | 17,117 | $573.0K | 0.06% | −25,429−59.8% | Reduced |
| Mission Wealth Management, LP | 17,153 | $573.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17,158 | $573.0K | 0.10% | +511+3.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,257 | $571.0K | 0.41% | +16,257 | New |
| Wolff Wiese Magana LLC | 17,067 | $570.0K | 0.42% | −1,462−7.9% | Reduced |
| Marcum Wealth, LLC | 16,666 | $557.0K | 0.08% | +16,666 | New |
| Norges Bank | 16,579 | $553.9K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 16,267 | $543.0K | 0.06% | −2,422−13.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,067 | $537.0K | 0.01% | −18,935−54.1% | Reduced |
| HSBC Holdings PLC | 16,071 | $537.0K | 0.00% | +16,071 | New |
| Regal Investment Advisors LLC | 16,053 | $536.0K | 0.06% | +555+3.6% | Added |
| TownSquare Capital, LLC | 15,254 | $510.0K | 0.01% | +1,021+7.2% | Added |
| Change Path, LLC | 15,172 | $507.0K | 0.03% | +1,338+9.7% | Added |
| Public Employees Retirement Association of Colorado | 15,134 | $506.0K | 0.00% | +15,134 | New |
| Avantax Planning Partners, Inc. | 14,854 | $496.0K | 0.02% | +14,854 | New |
| StrategIQ Financial Group, LLC | 14,669 | $490.0K | 0.06% | +5,871+66.7% | Added |
| Laurel Wealth Advisors, Inc. | 14,369 | $480.0K | 0.05% | −1,893−11.6% | Reduced |
| Accurate Wealth Management, LLC | 13,836 | $471.0K | 0.26% | −151−1.1% | Reduced |
| Smart Money Group LLC | 14,063 | $470.0K | 0.33% | +2,780+24.6% | Added |
| FLC Capital Advisors | 13,968 | $467.0K | 0.16% | −1,462−9.5% | Reduced |
| Fifth Third Bancorp | 13,957 | $466.0K | 0.00% | +20.0% | Added |
| BancorpSouth Bank | 13,395 | $448.0K | 0.06% | +13,395 | New |
| First Republic Investment Management, Inc. | 13,355 | $446.0K | 0.00% | −2,867−17.7% | Reduced |
| D. E. Shaw & Co., Inc. | 13,249 | $443.0K | 0.00% | −329,328−96.1% | Reduced |
| GenTrust, LLC | 13,166 | $441.0K | 0.04% | +13,166 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,145 | $439.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,848 | $430.0K | 0.00% | −8,550−40.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,635 | $422.0K | 0.05% | +12,635 | New |
| Northwestern Mutual Wealth Management Co | 12,470 | $417.0K | 0.00% | −2,909−18.9% | Reduced |
| LexAurum Advisors, LLC | 12,341 | $412.0K | 0.15% | +3,373+37.6% | Added |
| Metropolitan Life Insurance Co | 12,244 | $409.1K | 0.02% | −1,598−11.5% | Reduced |