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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 26 | $0 | 0.00% | +26 | New |
| Aspire Private Capital, LLC | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $4.00K | 0.00% | −87−40.3% | Reduced |
| AlphaMark Advisors, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $5.00K | 0.00% | +43+29.5% | Added |
| Abound Wealth Management | 198 | $5.54K | 0.00% | +198 | New |
| Cutler Group LP | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 333 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 332 | $9.00K | 0.00% | +332 | New |
| Stonebridge Capital Advisors LLC | 445 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 522 | $15.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $18.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 658 | $18.0K | 0.02% | +5+0.8% | Added |
| Ancora Advisors, LLC | 624 | $18.0K | 0.00% | +624 | New |
| Coastal Capital Group, Inc. | 666 | $19.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 661 | $19.0K | 0.03% | +5+0.8% | Added |
| Semmax Financial Advisors Inc. | 628 | $19.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $20.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 699 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $20.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 748 | $21.0K | 0.00% | −56,160−98.7% | Reduced |
| Rise Advisors, LLC | 851 | $24.0K | 0.02% | +7+0.8% | Added |
| Clearstead Advisors, LLC | 881 | $25.0K | 0.00% | +881 | New |
| Mach-1 Financial Group, Inc. | 995 | $27.0K | 0.03% | −150−13.1% | Reduced |
| Kozak & Associates, Inc. | 924 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $27.0K | 0.01% | +967 | New |
| US Bancorp | 1,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $28.0K | 0.00% | +997 | New |
| Covestor Ltd | 1,032 | $29.0K | 0.03% | +1,020+8,500.0% | Added |
| Pinnacle Bancorp, Inc. | 1,111 | $31.0K | 0.01% | +1,111 | New |
| Smithfield Trust Co | 1,249 | $35.0K | 0.00% | +1,249 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $35.0K | 0.01% | +1,263 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,296 | $36.0K | 0.00% | −1,277−49.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,331 | $37.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,360 | $38.0K | 0.01% | −609−30.9% | Reduced |
| Chandler Asset Management, Inc. | 1,347 | $38.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $38.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $44.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,646 | $46.0K | 0.01% | +927+128.9% | Added |
| Central Trust Co | 1,730 | $49.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $51.0K | 0.00% | −1,907−51.2% | Reduced |
| Whittier Trust Co | 2,500 | $70.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,717 | $76.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,000 | $84.0K | 0.01% | −341−10.2% | Reduced |
| Beacon Capital Management, Inc. | 3,015 | $85.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,026 | $85.0K | 0.05% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 3,139 | $88.0K | 0.03% | +3,139 | New |
| The PNC Financial Services Group, Inc. | 3,333 | $93.0K | 0.00% | −2,855−46.1% | Reduced |
| Allworth Financial LP | 3,762 | $106.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,006 | $112.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,103 | $115.0K | 0.01% | −3,013−42.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,532 | $127.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,666 | $131.0K | 0.10% | +4,666 | New |
| Gradient Investments LLC | 5,189 | $146.0K | 0.00% | +1,133+27.9% | Added |
| Larson Financial Group LLC | 5,785 | $162.0K | 0.02% | −4,693−44.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,825 | $163.0K | 0.04% | +47+0.8% | Added |
| Tower Research Capital LLC (TRC) | 6,721 | $188.0K | 0.00% | +2,411+55.9% | Added |
| Van Eck Associates Corp | 6,753 | $189.0K | 0.00% | −3,619−34.9% | Reduced |
| Wells Fargo & Company | 6,990 | $196.0K | 0.00% | −2,705−27.9% | Reduced |
| Fisher Asset Management, LLC | 7,161 | $201.0K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 7,152 | $201.0K | 0.04% | +7,152 | New |
| MML Investors Services, LLC | 7,195 | $202.0K | 0.00% | −1,211−14.4% | Reduced |
| Savant Capital, LLC | 7,291 | $205.0K | 0.01% | +7,291 | New |
| Blair William & Co | 7,345 | $206.0K | 0.00% | −1,787−19.6% | Reduced |
| Allen Capital Group, LLC | 7,375 | $207.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,392 | $207.0K | 0.00% | +7,392 | New |
| Dynamic Technology Lab Private Ltd | 7,490 | $210.0K | 0.02% | +7,490 | New |
| Capital Advisory Group Advisory Services, LLC | 7,730 | $217.0K | 0.15% | +343+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,756 | $217.0K | 0.00% | +7,756 | New |
| IFG Advisory, LLC | 7,900 | $221.0K | 0.02% | +1,234+18.5% | Added |
| Avantax Advisory Services, Inc. | 7,941 | $223.0K | 0.00% | −795−9.1% | Reduced |
| Plotkin Financial Advisors, LLC | 7,961 | $223.3K | 0.23% | −1,789−18.3% | Reduced |
| Cable Hill Partners, LLC | 8,005 | $225.0K | 0.05% | −148−1.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 8,100 | $227.0K | 0.19% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 8,214 | $230.0K | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,205 | $230.0K | 0.00% | +895+12.2% | Added |
| World Equity Group, Inc. | 8,335 | $233.8K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,381 | $235.0K | 0.01% | +8,381 | New |
| Redpoint Investment Management Pty Ltd | 8,569 | $240.0K | 0.04% | +1,496+21.2% | Added |
| Rehmann Capital Advisory Group | 8,687 | $243.7K | 0.03% | +187+2.2% | Added |
| Canton Hathaway, LLC | 8,744 | $245.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,759 | $246.0K | 0.02% | −2,131−19.6% | Reduced |
| WealthPlan Investment Management, LLC | 7,632 | $248.0K | 0.02% | +7,632 | New |
| First Heartland Consultants, Inc. | 9,094 | $255.0K | 0.04% | +1,325+17.1% | Added |
| Mackenzie Financial Corp | 9,120 | $256.0K | 0.00% | −1,036−10.2% | Reduced |
| Pinnacle Financial Partners Inc | 9,267 | $260.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,358 | $262.0K | 0.00% | −1,236−11.7% | Reduced |
| Advisory Services Network, LLC | 9,353 | $262.0K | 0.01% | +29+0.3% | Added |
| American Century Companies Inc | 9,417 | $264.0K | 0.00% | +1,644+21.2% | Added |
| Independent Advisor Alliance | 9,478 | $266.0K | 0.02% | −200−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 9,697 | $272.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,810 | $273.0K | 0.00% | −36,750−77.3% | Reduced |
| Personal Capital Advisors Corp | 9,899 | $278.0K | 0.00% | −703−6.6% | Reduced |
| M&T Bank Corp | 10,033 | $281.0K | 0.00% | +337+3.5% | Added |
| Foundry Partners, LLC | 10,185 | $286.0K | 0.02% | −175−1.7% | Reduced |
| Claraphi Advisory Network, LLC | 9,676 | $290.0K | 0.16% | +1,939+25.1% | Added |