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, Q3 2022
Institutional positions in Phillips Edison & Company, Inc. as of Sep 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
- 331
- −8 vs. Q2 2022
- Shares held
- 83.2M
- +965.1K (+1.2%) vs. Q2 2022
- Total value
- $2.34B
- −$411.4M (−15.0%) vs. Q2 2022
- New holders
- 41
- 111 more added
- Sold out
- 49
- 114 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,901,198 | $474.1M | 0.01% | +125,181+0.7% | Added |
| BlackRock Inc. | 10,087,505 | $283.0M | 0.01% | +641,834+6.8% | Added |
| Wellington Management Group LLP | 9,010,131 | $252.7M | 0.05% | −680.0% | Reduced |
| Massachusetts Financial Services Co | 5,888,586 | $165.2M | 0.06% | +296,336+5.3% | Added |
| FMR LLC | 5,415,353 | $151.9M | 0.02% | −458,790−7.8% | Reduced |
| State Street Corp | 4,535,288 | $127.6M | 0.01% | +55,002+1.2% | Added |
| Geode Capital Management, LLC | 2,353,564 | $66.0M | 0.01% | +50,765+2.2% | Added |
| Charles Schwab Investment Management Inc | 1,377,216 | $38.6M | 0.01% | +566,424+69.9% | Added |
| Northern Trust Corp | 1,335,080 | $37.4M | 0.01% | +40,473+3.1% | Added |
| First Foundation Advisors | 1,260,163 | $35.3M | 1.73% | +2,853+0.2% | Added |
| Janus Henderson Group PLC | 1,152,495 | $32.3M | 0.02% | −633,081−35.5% | Reduced |
| Morgan Stanley | 1,107,139 | $31.1M | 0.00% | −183,779−14.2% | Reduced |
| Nuveen Asset Management, LLC | 911,465 | $25.6M | 0.01% | +82,391+9.9% | Added |
| Cetera Advisors LLC | 809,444 | $22.7M | 0.60% | −41,606−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 766,414 | $21.5M | 0.12% | −1,337−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 697,400 | $19.6M | 0.04% | −67,406−8.8% | Reduced |
| Legal & General Group Plc | 673,813 | $18.9M | 0.01% | +72,470+12.1% | Added |
| JPMorgan Chase & Co | 621,614 | $17.4M | 0.00% | −10,721−1.7% | Reduced |
| Holocene Advisors, LP | 595,957 | $16.7M | 0.11% | +33,144+5.9% | Added |
| Cetera Advisor Networks LLC | 546,852 | $15.3M | 0.19% | +8,100+1.5% | Added |
| Cetera Investment Advisers | 532,929 | $14.9M | 0.30% | −25,081−4.5% | Reduced |
| UBS Asset Management Americas Inc | 528,663 | $14.8M | 0.01% | +58,935+12.5% | Added |
| Bank of New York Mellon Corp | 519,717 | $14.6M | 0.00% | +67,790+15.0% | Added |
| Alliancebernstein L.P. | 497,523 | $14.0M | 0.01% | −34,049−6.4% | Reduced |
| LPL Financial LLC | 457,171 | $12.8M | 0.01% | +41,489+10.0% | Added |
| B&I Capital AG | 444,515 | $12.5M | 4.92% | −2,600−0.6% | Reduced |
| Citadel Advisors LLC | 346,310 | $9.71M | 0.01% | +325,824+1,590.5% | Added |
| ACG Wealth | 329,486 | $9.24M | 2.11% | −909−0.3% | Reduced |
| AE Wealth Management LLC | 314,926 | $8.83M | 0.07% | −20,966−6.2% | Reduced |
| Royal Bank of Canada | 304,847 | $8.55M | 0.00% | +247,775+434.1% | Added |
| Commonwealth Equity Services, LLC | 296,508 | $8.32M | 0.02% | −6,027−2.0% | Reduced |
| Renaissance Technologies LLC | 272,200 | $7.63M | 0.01% | −97,400−26.4% | Reduced |
| Deutsche Bank AG | 272,090 | $7.63M | 0.00% | +88,721+48.4% | Added |
| McAdam, LLC | 271,413 | $7.61M | 0.83% | +10,346+4.0% | Added |
| Swiss National Bank | 270,100 | $7.58M | 0.01% | +3,100+1.2% | Added |
| Colony Group LLC | 269,391 | $7.56M | 0.13% | −10,074−3.6% | Reduced |
| Goldman Sachs Group Inc | 258,919 | $7.26M | 0.00% | +126,365+95.3% | Added |
| Stifel Financial Corp | 257,550 | $7.22M | 0.01% | +251,553+4,194.6% | Added |
| Mariner, LLC | 254,550 | $7.14M | 0.03% | +498+0.2% | Added |
| Millennium Management LLC | 244,349 | $6.85M | 0.01% | +60,821+33.1% | Added |
| Independent Financial Group, LLC | 225,479 | $6.32M | 0.57% | +43,436+23.9% | Added |
| First Trust Advisors LP | 219,690 | $6.16M | 0.01% | +35,551+19.3% | Added |
| Invesco Ltd. | 191,494 | $5.37M | 0.00% | +19,527+11.4% | Added |
| RMR Wealth Builders | 177,424 | $4.99M | 1.22% | −34,427−16.3% | Reduced |
| Granite Investment Partners, LLC | 176,990 | $4.96M | 0.22% | +1,085+0.6% | Added |
| Macquarie Group Ltd | 175,675 | $4.93M | 0.01% | −60,630−25.7% | Reduced |
| Asset Management One Co.,Ltd. | 172,535 | $4.84M | 0.02% | −6,063−3.4% | Reduced |
| Rhumbline Advisers | 167,319 | $4.69M | 0.01% | +17,530+11.7% | Added |
| Thrivent Financial for Lutherans | 165,782 | $4.65M | 0.01% | +3,216+2.0% | Added |
| FirstPurpose Wealth LLC | 154,560 | $4.33M | 2.86% | −3,233−2.0% | Reduced |
| Envestnet Asset Management Inc | 145,870 | $4.09M | 0.00% | +97,279+200.2% | Added |
| California State Teachers Retirement System | 144,283 | $4.05M | 0.01% | −1,305−0.9% | Reduced |
| Cresset Asset Management, LLC | 141,421 | $3.98M | 0.05% | −7,330−4.9% | Reduced |
| Beck Capital Management, LLC | 141,506 | $3.97M | 1.70% | −9,262−6.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,035 | $3.96M | 0.00% | +5,824+4.3% | Added |
| Kestra Advisory Services, LLC | 134,788 | $3.78M | 0.04% | +17,117+14.5% | Added |
| STRS Ohio | 133,382 | $3.74M | 0.02% | −15,453−10.4% | Reduced |
| Putnam Investments LLC | 132,139 | $3.71M | 0.01% | +132,139 | New |
| Credit Suisse AG | 130,791 | $3.67M | 0.00% | −1,441−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 129,675 | $3.64M | 0.43% | −6,321−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 128,471 | $3.60M | 0.21% | −43,117−25.1% | Reduced |
| J.W. Cole Advisors, Inc. | 128,185 | $3.60M | 0.30% | −9,864−7.1% | Reduced |
| ICA Group Wealth Management, LLC | 127,786 | $3.58M | 0.76% | −1,015−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 113,990 | $3.20M | 0.02% | +10,730+10.4% | Added |
| Centaurus Financial, Inc. | 110,301 | $3.09M | 0.30% | +5,851+5.6% | Added |
| HSBC Holdings PLC | 108,660 | $3.02M | 0.01% | +92,589+576.1% | Added |
| Voloridge Investment Management, LLC | 103,340 | $2.90M | 0.02% | −64,703−38.5% | Reduced |
| National Asset Management, Inc. | 103,234 | $2.90M | 0.09% | −5,544−5.1% | Reduced |
| O'Dell Group, LLC | 100,732 | $2.83M | 1.02% | −3,775−3.6% | Reduced |
| Arkadios Wealth Advisors | 99,628 | $2.79M | 0.42% | −6,292−5.9% | Reduced |
| Harbour Investments, Inc. | 79,237 | $2.65M | 0.18% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 90,035 | $2.52M | 0.04% | +90,035 | New |
| Amundi | 84,648 | $2.44M | 0.00% | +23,596+38.6% | Added |
| CWM, LLC | 86,903 | $2.44M | 0.02% | −5,042−5.5% | Reduced |
| Money Concepts Capital Corp | 83,282 | $2.34M | 0.14% | +7,851+10.4% | Added |
| New York State Common Retirement Fund | 83,144 | $2.33M | 0.00% | +3,271+4.1% | Added |
| My Legacy Advisors, LLC | 82,286 | $2.33M | 1.17% | −5,091−5.8% | Reduced |
| Atom Investors LP | 81,715 | $2.29M | 0.81% | +19,732+31.8% | Added |
| LDR Capital Management LLC | 80,654 | $2.26M | 1.14% | −5,953−6.9% | Reduced |
| Integrated Advisors Network LLC | 80,072 | $2.25M | 0.15% | −1,180−1.5% | Reduced |
| Forward Management, LLC | 80,000 | $2.24M | 0.25% | +80,000 | New |
| IFP Advisors, Inc | 75,535 | $2.10M | 0.06% | +14,264+23.3% | Added |
| Well Done, LLC | 70,469 | $1.98M | 0.48% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 69,727 | $1.96M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,604 | $1.95M | 0.00% | +35,606+104.7% | Added |
| Atria Wealth Solutions, Inc. | 68,868 | $1.94M | 0.03% | −6,569−8.7% | Reduced |
| Barber Financial Group, Inc. | 67,775 | $1.90M | 0.55% | −3,828−5.3% | Reduced |
| Advisory Resource Group | 67,185 | $1.89M | 0.62% | 00.0% | Unchanged |
| Brookstone Capital Management | 64,293 | $1.84M | 0.04% | +3,665+6.0% | Added |
| UBS Group AG | 65,294 | $1.83M | 0.00% | +27,416+72.4% | Added |
| MetLife Investment Management | 62,464 | $1.75M | 0.01% | +1,054+1.7% | Added |
| Evercore Wealth Management, LLC | 62,056 | $1.74M | 0.04% | +51,056+464.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,944 | $1.71M | 0.00% | −2,859−4.5% | Reduced |
| Barclays PLC | 59,742 | $1.68M | 0.00% | +39,299+192.2% | Added |
| Simplex Trading, LLC | 58,701 | $1.65M | 0.06% | +58,701 | New |
| Resources Investment Advisors, LLC. | 58,572 | $1.64M | 0.06% | +400+0.7% | Added |
| State of Alaska, Department of Revenue | 58,406 | $1.64M | 0.02% | +2,722+4.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,291 | $1.61M | 0.01% | +6,511+12.8% | Added |
| American International Group, Inc. | 55,630 | $1.56M | 0.01% | +2,103+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 55,170 | $1.55M | 0.02% | +55,170 | New |