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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
Central Trust Co1,730$58.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,580$53.0K0.01%−1,777−52.9%Reduced
Chandler Asset Management, Inc.1,347$45.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,333$45.0K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC1,331$44.0K0.03%+1,331New
Patriot Financial Group Insurance Agency, LLC1,213$41.0K0.01%+1,213New
Mach-1 Financial Group, Inc.1,145$38.0K0.03%−140−10.9%Reduced
Bellevue Asset Management, LLC1,093$37.0K0.03%00.0%Unchanged
US Bancorp1,000$33.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC1,000$33.0K0.01%00.0%Unchanged
Kozak & Associates, Inc.924$31.0K0.02%00.0%Unchanged
Rise Advisors, LLC844$28.0K0.03%+6+0.7%Added
Centersquare Investment Management LLC799$27.0K0.00%−1,943,385−100.0%Reduced
Creative Financial Designs Inc719$24.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.716$24.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC680$23.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc699$23.0K0.00%+699New
Coastal Capital Group, Inc.666$22.0K0.01%00.0%Unchanged
Retirement Group, LLC647$22.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC656$22.0K0.04%+5+0.8%Added
New Millennium Group LLC653$22.0K0.02%+653New
Semmax Financial Advisors Inc.628$21.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC591$20.0K0.01%00.0%Unchanged
Heritage Financial Services, LLC571$19.0K0.01%+571New
Total Clarity Wealth Management, Inc.572$19.0K0.01%+572New
First Personal Financial Services522$17.0K0.00%00.0%Unchanged
Lake Point Wealth Management506$17.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC445$15.0K0.00%00.0%Unchanged
Curi Capital400$13.0K0.00%+1+0.3%Added
Leelyn Smith, LLC333$11.0K0.00%+333New
Quadrant Capital Group LLC274$9.00K0.00%00.0%Unchanged
Castleview Partners, LLC105$8.61K0.01%−22,634−99.5%Reduced
Cutler Group LP217$7.00K0.00%+217New
Bell Investment Advisors, Inc216$7.00K0.00%+216New
Huntington National Bank183$6.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP172$6.00K0.00%+172New
AlphaMark Advisors, LLC154$5.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.146$5.00K0.00%+146New
Aspire Private Capital, LLC122$4.00K0.00%−3,026−96.1%Reduced
Fieldpoint Private Securities, LLC90$3.00K0.00%+90New
Raffa Wealth Management, LLC37$1.24K0.00%+6+19.4%Added
Covestor Ltd12$00.00%+12New
Apeiron RIA LLC42,865––+24,696+135.9%Added
Alyeska Investment Group, L.P.0$00.00%−529,552−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−364,787−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−233,700−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−166,201−100.0%Sold out
Jane Street Group, LLC0$00.00%−102,626−100.0%Sold out
Capital Wealth Management, LLC0$00.00%−85,567−100.0%Sold out
Jump Financial, LLC0$00.00%−72,900−100.0%Sold out
Martingale Asset Management L P0$00.00%−35,318−100.0%Sold out
Pearl River Capital, LLC0$00.00%−27,955−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−22,291−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−21,000−100.0%Sold out
Fort Washington Investment Advisors Inc0$00.00%−20,800−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−19,860−100.0%Sold out
Man Group plc0$00.00%−16,612−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−12,478−100.0%Sold out
Paloma Partners Management Co0$00.00%−11,775−100.0%Sold out
Aigen Investment Management, LP0$00.00%−11,429−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−9,182−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−8,930−100.0%Sold out
Busey Wealth Management0$00.00%−7,988−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−7,312−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−6,996−100.0%Sold out
Lincoln National Corp0$00.00%−6,894−100.0%Sold out
Argent Advisors, Inc.0$00.00%−6,583−100.0%Sold out
Visionary Wealth Advisors0$00.00%−6,550−100.0%Sold out
JT Stratford LLC0$00.00%−6,230−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−5,996−100.0%Sold out
Engineers Gate Manager LP0$00.00%−5,867−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−5,816−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,791−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−2,261−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,274−100.0%Sold out
Assetmark, Inc0$00.00%−1,973−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−1,382−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−762−100.0%Sold out
RPg Family Wealth Advisory, LLC0$00.00%−696−100.0%Sold out
Cordant, Inc.0$00.00%−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