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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, 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.

Institutional holdersQ3 2022: 331 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 heldQ3 2022: $2.34B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2022.

Institutions holding PECO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oliver Lagore Vanvalin Investment Group10,360$291.0K0.19%−1,615−13.5%Reduced
Clark Capital Management Group, Inc.10,456$293.0K0.00%+10,456New
Handelsbanken Fonder AB10,500$295.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.8,926$298.0K0.01%+13+0.1%Added
Sheaff Brock Investment Advisors, LLC10,673$299.0K0.04%−1,962−15.5%Reduced
Alpha Omega Group, Inc.10,769$302.0K0.38%−500−4.4%Reduced
Metropolitan Life Insurance Co10,825$303.6K0.01%−1,419−11.6%Reduced
Stableford Capital II LLC10,529$304.0K0.15%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$306.0K0.08%+10,790New
Foresight Wealth Management, LLC10,977$308.0K0.13%−825−7.0%Reduced
German American Bancorp, Inc.11,118$312.0K0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.11,197$313.0K0.01%+610+5.8%Added
Kayne Anderson Rudnick Investment Management LLC11,308$317.0K0.00%00.0%Unchanged
Glassman Wealth Services11,326$318.0K0.07%00.0%Unchanged
Bank of the West11,442$321.0K0.04%00.0%Unchanged
MCF Advisors LLC11,562$324.0K0.04%−5,555−32.5%Reduced
Nissay Asset Management Corp11,728$329.0K0.00%+775+7.1%Added
Raleigh Capital Management Inc.11,749$330.0K0.19%+72+0.6%Added
Jane Street Group, LLC11,775$330.0K0.00%+11,775New
Ignite Planners, LLC11,407$332.0K0.27%−171−1.5%Reduced
Proequities, Inc.11,874$334.0K0.03%00.0%Unchanged
LexAurum Advisors, LLC12,341$346.0K0.13%00.0%Unchanged
Beaird Harris Wealth Management, LLC12,478$350.0K0.08%+12,478New
ExodusPoint Capital Management, LP12,693$356.0K0.00%+12,693New
Regal Investment Advisors LLC12,732$357.0K0.04%−3,321−20.7%Reduced
Laurel Wealth Advisors, Inc.12,907$362.0K0.04%−1,462−10.2%Reduced
ProShare Advisors LLC12,916$362.0K0.00%+68+0.5%Added
FLC Capital Advisors13,091$367.0K0.13%−877−6.3%Reduced
First Republic Investment Management, Inc.13,243$371.0K0.00%−112−0.8%Reduced
GenTrust, LLC13,166$371.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co13,251$372.0K0.00%+781+6.3%Added
Change Path, LLC13,383$375.0K0.02%−1,789−11.8%Reduced
BancorpSouth Bank13,395$375.0K0.04%00.0%Unchanged
Fifth Third Bancorp13,392$376.0K0.00%−565−4.0%Reduced
Smart Money Group LLC14,176$398.0K0.27%+113+0.8%Added
Russell Investments Group, Ltd.14,798$414.0K0.00%+3,811+34.7%Added
Anson Funds Management LP15,000$421.0K0.08%+15,000New
TownSquare Capital, LLC15,082$423.0K0.01%−172−1.1%Reduced
Comprehensive Financial Consultants Institutional, Inc.14,759$425.0K0.28%−1,498−9.2%Reduced
Public Employees Retirement Association of Colorado15,134$425.0K0.00%00.0%Unchanged
Aigen Investment Management, LP15,219$427.0K0.06%+15,219New
Sumitomo Mitsui DS Asset Management Company, Ltd15,254$428.0K0.01%+2,109+16.0%Added
AQR Capital Management LLC15,415$432.0K0.00%−17,450−53.1%Reduced
Acorn Financial Advisory Services Inc15,437$433.0K0.10%−1,939−11.2%Reduced
Avantax Planning Partners, Inc.15,731$441.0K0.02%+877+5.9%Added
StrategIQ Financial Group, LLC15,794$443.0K0.06%+1,125+7.7%Added
Carmel Capital Partners, LLC15,893$446.0K0.43%−4,154−20.7%Reduced
Beacon Pointe Advisors, LLC16,067$451.0K0.01%00.0%Unchanged
Squarepoint Ops LLC16,328$458.0K0.00%−11,164−40.6%Reduced
Continuum Advisory, LLC16,469$462.0K0.08%−689−4.0%Reduced
Marcum Wealth, LLC16,666$467.0K0.07%00.0%Unchanged
Principal Financial Group Inc16,903$474.0K0.00%−839−4.7%Reduced
DuPont Capital Management Corp16,929$475.0K0.03%−4,091−19.5%Reduced
Wolff Wiese Magana LLC17,067$479.0K0.38%00.0%Unchanged
Mission Wealth Management, LP17,153$481.0K0.03%00.0%Unchanged
Hendershot Investments Inc.17,655$495.0K0.09%00.0%Unchanged
Amalgamated Bank18,958$532.0K0.01%+847+4.7%Added
Teacher Retirement System of Texas19,698$553.0K0.00%+1,510+8.3%Added
Vaughan David Investments LLC19,882$558.0K0.02%00.0%Unchanged
Truist Financial Corp20,360$571.0K0.00%+1,328+7.0%Added
Johnson Midwest Financial, LLC20,501$575.0K2.20%−1,502−6.8%Reduced
Sigma Planning Corp20,745$582.0K0.02%−1,857−8.2%Reduced
State of Wisconsin Investment Board21,231$596.0K0.00%−6,990−24.8%Reduced
Foundations Investment Advisors, LLC21,516$604.0K0.03%−6,389−22.9%Reduced
Virginia Retirement Systems Et Al21,700$608.7K0.01%+21,700New
IHT Wealth Management, LLC22,032$618.0K0.05%+719+3.4%Added
Castleview Partners, LLC22,019$618.0K0.59%+21,914+20,870.5%Added
HighTower Advisors, LLC22,396$629.0K0.00%+40.0%Added
Accurate Wealth Management, LLC11,825$632.0K0.26%−2,011−14.5%Reduced
Victory Capital Management Inc22,703$637.0K0.00%+22,703New
Covington Capital Management22,770$639.0K0.03%00.0%Unchanged
FJ Capital Management LLC23,000$649.0K0.08%−9,000−28.1%Reduced
Ensign Peak Advisors, Inc24,000$673.0K0.00%+24,000New
Soltis Investment Advisors LLC24,207$679.0K0.10%00.0%Unchanged
EWG Elevate Inc.25,300$710.0K0.40%00.0%Unchanged
Standard Life Aberdeen plc26,673$748.0K0.00%+1,418+5.6%Added
Dimensional Fund Advisors LP26,879$754.0K0.00%+8,517+46.4%Added
Capital Analysts, LLC27,111$760.0K0.05%00.0%Unchanged
DekaBank Deutsche Girozentrale28,520$771.0K0.00%−1,199−4.0%Reduced
Group One Trading, L.P.27,631$775.0K0.03%+27,631New
Kovack Advisors, Inc.27,911$783.0K0.12%+505+1.8%Added
Gsa Capital Partners LLP28,181$790.0K0.10%+28,181New
Integrated Wealth Concepts LLC28,512$800.0K0.03%00.0%Unchanged
Raymond James & Associates28,748$806.0K0.00%−5,715−16.6%Reduced
Apeiron RIA LLC28,700$823.0K0.38%−14,165−33.0%Reduced
EPG Wealth Management LLC29,607$830.0K0.34%−1,210−3.9%Reduced
M Holdings Securities, Inc.30,109$845.0K0.09%−200−0.7%Reduced
Financial Partners Group, Inc30,564$857.0K0.23%−1,088−3.4%Reduced
Arizona State Retirement System30,952$868.0K0.01%+221+0.7%Added
Janney Montgomery Scott LLC31,342$879.0K0.00%+1,200+4.0%Added
Calton & Associates, Inc.31,707$889.0K0.51%+8,841+38.7%Added
Capital Asset Advisory Services LLC32,007$898.0K0.12%00.0%Unchanged
Daiwa Securities Group Inc.32,167$902.0K0.01%+339+1.1%Added
InterOcean Capital Group, LLC32,405$909.0K0.04%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.33,048$927.0K0.05%+984+3.1%Added
Schonfeld Strategic Advisors LLC33,400$937.0K0.01%−253,449−88.4%Reduced
Vident Investment Advisory, LLC35,024$960.0K0.03%+1,739+5.2%Added
Silver Oak Securities, Inc28,770$964.9K0.21%+28,770New
Vestcor Inc34,610$971.0K0.04%+28,059+428.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)35,165$986.0K0.01%+1,182+3.5%Added