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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
Oliver Lagore Vanvalin Investment Group11,975$400.0K0.23%−6,129−33.9%Reduced
Proequities, Inc.11,874$398.0K0.03%−1,906−13.8%Reduced
Ignite Planners, LLC11,578$395.0K0.32%−1,438−11.0%Reduced
Foresight Wealth Management, LLC11,802$394.0K0.14%−1,428−10.8%Reduced
Capital Investment Advisory Services, LLC11,730$392.0K0.05%+4,540+63.1%Added
Raleigh Capital Management Inc.11,677$390.0K0.22%−5,463−31.9%Reduced
Bank of the West11,442$382.0K0.05%+11,442New
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
Alpha Omega Group, Inc.11,269$376.0K0.44%−2,796−19.9%Reduced
German American Bancorp, Inc.11,118$371.0K0.06%00.0%Unchanged
Royal Fund Management, LLC11,051$369.0K0.06%−824−6.9%Reduced
Evercore Wealth Management, LLC11,000$368.0K0.01%+11,000New
Nissay Asset Management Corp10,953$366.0K0.00%+363+3.4%Added
Russell Investments Group, Ltd.10,987$366.0K0.00%+10,987New
Ellevest, Inc.10,890$364.0K0.03%+344+3.3%Added
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
Ameritas Investment Partners, Inc.10,587$353.0K0.02%−274−2.5%Reduced
Handelsbanken Fonder AB10,500$351.0K0.00%+10,500New
Larson Financial Group LLC10,478$350.0K0.06%+6,726+179.3%Added
Stableford Capital II LLC10,529$349.0K0.16%+10,529New
Van Eck Associates Corp10,372$347.0K0.00%+10,372New
Foundry Partners, LLC10,360$346.0K0.02%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.10,195$341.0K0.11%+2,592+34.1%Added
Mackenzie Financial Corp10,156$339.0K0.00%+2,289+29.1%Added
Two Sigma Advisers, LP10,100$337.0K0.00%−9,800−49.2%Reduced
Plotkin Financial Advisors, LLC9,750$325.7K0.31%−17,067−63.6%Reduced
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
Independent Advisor Alliance9,678$323.0K0.02%+9,678New
Advisory Services Network, LLC9,324$312.0K0.01%+1,154+14.1%Added
Pinnacle Financial Partners Inc9,267$310.0K0.01%+9,267New
Ronald Blue Trust, Inc.8,913$307.0K0.00%+8,913New
Blair William & Co9,132$305.0K0.00%−376−4.0%Reduced
Canton Hathaway, LLC8,744$292.0K0.10%−591−6.3%Reduced
Avantax Advisory Services, Inc.8,736$292.0K0.00%−413−4.5%Reduced
Franklin Resources Inc8,600$287.0K0.00%+8,600New
Rehmann Capital Advisory Group8,500$284.0K0.03%−5,578−39.6%Reduced
MML Investors Services, LLC8,406$281.0K0.00%+47+0.6%Added
Coldstream Capital Management Inc8,411$281.0K0.01%+491+6.2%Added
World Equity Group, Inc.8,335$278.5K0.07%+8,335New
Peak Asset Management, LLC8,214$274.0K0.07%00.0%Unchanged
F3Logic, LLC8,160$273.0K0.05%−1,904−18.9%Reduced
Cable Hill Partners, LLC8,153$272.0K0.07%+148+1.8%Added
RE Dickinson Investment Advisors, LLC8,100$271.0K0.22%00.0%Unchanged
American Century Companies Inc7,773$260.0K0.00%+7,773New
First Heartland Consultants, Inc.7,769$259.0K0.04%−1,787−18.7%Reduced
Claraphi Advisory Network, LLC7,737$258.0K0.09%+7,737New
PEAK6 Investments LLC7,730$258.0K0.01%+7,730New
We Are One Seven, LLC7,421$248.0K0.03%−769−9.4%Reduced
Allen Capital Group, LLC7,375$246.0K0.05%00.0%Unchanged
Prudential Financial Inc7,310$244.0K0.00%−3,300−31.1%Reduced
FORA Capital, LLC7,244$242.0K0.05%−6,458−47.1%Reduced
Fisher Asset Management, LLC7,161$239.0K0.00%−34,281−82.7%Reduced
Meeder Asset Management Inc7,116$238.0K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System7,120$238.0K0.00%+7,120New
Baker Tilly Wealth Management, LLC7,060$236.0K0.03%00.0%Unchanged
January Capital Advisors LLC7,052$236.0K0.21%00.0%Unchanged
Redpoint Investment Management Pty Ltd7,073$236.0K0.03%+7,073New
Capital Advisory Group Advisory Services, LLC7,387$235.0K0.14%00.0%Unchanged
ARGI Investment Services, LLC7,032$235.0K0.01%+47+0.7%Added
Nwam LLC6,795$232.0K0.02%−800−10.5%Reduced
Laird Norton Trust Company, LLC6,800$227.0K0.03%00.0%Unchanged
Ratio Wealth Group6,714$224.3K0.07%−3,048−31.2%Reduced
BKD Wealth Advisors, LLC6,666$223.0K0.01%+6,666New
Monograph Wealth Advisors, LLC6,638$222.0K0.06%00.0%Unchanged
Snowden Capital Advisors LLC6,666$222.0K0.01%00.0%Unchanged
IFG Advisory, LLC6,666$222.0K0.02%+6,666New
Commerce Bank6,550$219.0K0.00%+6,550New
Vestcor Inc6,551$219.0K0.01%+6,551New
The PNC Financial Services Group, Inc.6,188$207.0K0.00%+3,322+115.9%Added
Xponance, Inc.6,189$207.0K0.00%+6,189New
Verdence Capital Advisors LLC6,112$204.0K0.03%00.0%Unchanged
GW Henssler & Associates Ltd6,008$201.0K0.01%00.0%Unchanged
Stifel Financial Corp5,997$200.0K0.00%+5,997New
GPS Wealth Strategies Group, LLC5,778$193.0K0.05%+5,778New
HHM Wealth Advisors, LLC4,532$151.0K0.04%−3,137−40.9%Reduced
Tower Research Capital LLC (TRC)4,310$144.0K0.00%+2,796+184.7%Added
Gradient Investments LLC4,056$136.0K0.00%00.0%Unchanged
RWM Asset Management, LLC4,006$134.0K0.03%00.0%Unchanged
Allworth Financial LP3,762$126.0K0.00%−644−14.6%Reduced
Steward Partners Investment Advisory, LLC3,722$124.0K0.00%+577+18.3%Added
Howe & Rusling Inc3,341$112.0K0.01%+1,000+42.7%Added
Newbridge Financial Services Group, Inc.3,024$101.0K0.06%−608−16.7%Reduced
Beacon Capital Management, Inc.3,015$101.0K0.00%00.0%Unchanged
Lazard Asset Management LLC2,717$90.0K0.00%+1,875+222.7%Added
Migdal Insurance & Financial Holdings Ltd.2,568$86.0K0.00%+2,429+1,747.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,573$85.0K0.01%−989−27.8%Reduced
Whittier Trust Co2,500$84.0K0.00%+2,500New
SeaCrest Wealth Management, LLC2,432$81.0K0.01%+2,432New
Venture Visionary Partners LLC2,244$75.0K0.01%+2,244New
CoreCap Advisors, LLC2,025$68.0K0.01%+2,025New
EverSource Wealth Advisors, LLC1,969$65.0K0.02%−1,666−45.8%Reduced
GoalVest Advisory LLC1,774$61.0K0.04%+1,774New
Signaturefd, LLC1,800$60.0K0.00%00.0%Unchanged
State of Wyoming1,752$59.0K0.04%−753−30.1%Reduced
Heritage Wealth Management, LLC1,754$58.6K0.02%00.0%Unchanged