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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 35,743 | $1.00M | 0.01% | +1,783+5.3% | Added |
| American Portfolios Advisors | 37,166 | $1.04M | 0.04% | −1,789−4.6% | Reduced |
| Geneos Wealth Management Inc. | 37,602 | $1.05M | 0.07% | −123,726−76.7% | Reduced |
| Simplicity Wealth,LLC | 37,882 | $1.06M | 1.43% | +37,882 | New |
| Nisa Investment Advisors, LLC | 38,392 | $1.08M | 0.01% | −10,176−21.0% | Reduced |
| Belpointe Asset Management LLC | 38,702 | $1.08M | 0.07% | −5,685−12.8% | Reduced |
| Accel Wealth Management | 38,453 | $1.14M | 0.61% | +5,346+16.1% | Added |
| Price T Rowe Associates Inc | 41,937 | $1.18M | 0.00% | +10,025+31.4% | Added |
| Outlook Wealth Advisors, LLC | 42,050 | $1.18M | 0.53% | +284+0.7% | Added |
| Twinbeech Capital LP | 43,119 | $1.21M | 0.03% | +43,119 | New |
| BNP Paribas Arbitrage, SA | 43,336 | $1.22M | 0.00% | +43,336 | New |
| Voya Investment Management LLC | 44,370 | $1.24M | 0.00% | +1,823+4.3% | Added |
| Manufacturers Life Insurance Company, The | 44,413 | $1.25M | 0.00% | −606−1.3% | Reduced |
| Curi Capital | 45,556 | $1.28M | 0.21% | +45,156+11,289.0% | Added |
| Pictet Asset Management SA | 45,612 | $1.28M | 0.00% | −175−0.4% | Reduced |
| Beacon Capital Management, LLC | 38,675 | $1.29M | 0.43% | −15,870−29.1% | Reduced |
| Cooper Financial Group | 46,069 | $1.29M | 0.46% | +189+0.4% | Added |
| Ausdal Financial Partners, Inc. | 46,573 | $1.31M | 0.21% | −507−1.1% | Reduced |
| Norges Bank | 47,038 | $1.32M | 0.00% | +30,459+183.7% | Added |
| Bank of America Corp | 47,545 | $1.33M | 0.00% | −38,347−44.6% | Reduced |
| Mutual Advisors, LLC | 48,379 | $1.36M | 0.07% | +579+1.2% | Added |
| GWM Advisors LLC | 49,376 | $1.39M | 0.02% | −21,535−30.4% | Reduced |
| SG Americas Securities, LLC | 49,804 | $1.40M | 0.02% | +16,359+48.9% | Added |
| Bell Bank | 49,862 | $1.40M | 0.18% | −22,685−31.3% | Reduced |
| Kalos Management, Inc. | 47,301 | $1.40M | 3.45% | −24,142−33.8% | Reduced |
| Orion Portfolio Solutions, LLC | 50,480 | $1.42M | 0.06% | +4,300+9.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,116 | $1.43M | 0.00% | +7,991+18.5% | Added |
| Citigroup Inc | 53,459 | $1.50M | 0.00% | −1,894−3.4% | Reduced |
| Echo Street Capital Management LLC | 54,061 | $1.52M | 0.01% | +54,061 | New |
| Stratos Wealth Partners, LTD. | 54,707 | $1.53M | 0.04% | −3,616−6.2% | Reduced |
| Creative Planning | 54,829 | $1.54M | 0.00% | −2,066−3.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 55,170 | $1.55M | 0.02% | +55,170 | New |
| American International Group, Inc. | 55,630 | $1.56M | 0.01% | +2,103+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,291 | $1.61M | 0.01% | +6,511+12.8% | Added |
| State of Alaska, Department of Revenue | 58,406 | $1.64M | 0.02% | +2,722+4.9% | Added |
| Resources Investment Advisors, LLC. | 58,572 | $1.64M | 0.06% | +400+0.7% | Added |
| Simplex Trading, LLC | 58,701 | $1.65M | 0.06% | +58,701 | New |
| Barclays PLC | 59,742 | $1.68M | 0.00% | +39,299+192.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,944 | $1.71M | 0.00% | −2,859−4.5% | Reduced |
| Evercore Wealth Management, LLC | 62,056 | $1.74M | 0.04% | +51,056+464.1% | Added |
| MetLife Investment Management | 62,464 | $1.75M | 0.01% | +1,054+1.7% | Added |
| UBS Group AG | 65,294 | $1.83M | 0.00% | +27,416+72.4% | Added |
| Brookstone Capital Management | 64,293 | $1.84M | 0.04% | +3,665+6.0% | Added |
| Advisory Resource Group | 67,185 | $1.89M | 0.62% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 67,775 | $1.90M | 0.55% | −3,828−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 68,868 | $1.94M | 0.03% | −6,569−8.7% | Reduced |
| Susquehanna International Group, LLP | 69,604 | $1.95M | 0.00% | +35,606+104.7% | Added |
| State of New Jersey Common Pension Fund D | 69,727 | $1.96M | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 70,469 | $1.98M | 0.48% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75,535 | $2.10M | 0.06% | +14,264+23.3% | Added |
| Forward Management, LLC | 80,000 | $2.24M | 0.25% | +80,000 | New |
| Integrated Advisors Network LLC | 80,072 | $2.25M | 0.15% | −1,180−1.5% | Reduced |
| LDR Capital Management LLC | 80,654 | $2.26M | 1.14% | −5,953−6.9% | Reduced |
| Atom Investors LP | 81,715 | $2.29M | 0.81% | +19,732+31.8% | Added |
| My Legacy Advisors, LLC | 82,286 | $2.33M | 1.17% | −5,091−5.8% | Reduced |
| New York State Common Retirement Fund | 83,144 | $2.33M | 0.00% | +3,271+4.1% | Added |
| Money Concepts Capital Corp | 83,282 | $2.34M | 0.14% | +7,851+10.4% | Added |
| CWM, LLC | 86,903 | $2.44M | 0.02% | −5,042−5.5% | Reduced |
| Amundi | 84,648 | $2.44M | 0.00% | +23,596+38.6% | Added |
| Susquehanna Fundamental Investments, LLC | 90,035 | $2.52M | 0.04% | +90,035 | New |
| Harbour Investments, Inc. | 79,237 | $2.65M | 0.18% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 99,628 | $2.79M | 0.42% | −6,292−5.9% | Reduced |
| O'Dell Group, LLC | 100,732 | $2.83M | 1.02% | −3,775−3.6% | Reduced |
| National Asset Management, Inc. | 103,234 | $2.90M | 0.09% | −5,544−5.1% | Reduced |
| Voloridge Investment Management, LLC | 103,340 | $2.90M | 0.02% | −64,703−38.5% | Reduced |
| HSBC Holdings PLC | 108,660 | $3.02M | 0.01% | +92,589+576.1% | Added |
| Centaurus Financial, Inc. | 110,301 | $3.09M | 0.30% | +5,851+5.6% | Added |
| Nomura Asset Management Co Ltd | 113,990 | $3.20M | 0.02% | +10,730+10.4% | Added |
| ICA Group Wealth Management, LLC | 127,786 | $3.58M | 0.76% | −1,015−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 128,185 | $3.60M | 0.30% | −9,864−7.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 128,471 | $3.60M | 0.21% | −43,117−25.1% | Reduced |
| Koshinski Asset Management, Inc. | 129,675 | $3.64M | 0.43% | −6,321−4.6% | Reduced |
| Credit Suisse AG | 130,791 | $3.67M | 0.00% | −1,441−1.1% | Reduced |
| Putnam Investments LLC | 132,139 | $3.71M | 0.01% | +132,139 | New |
| STRS Ohio | 133,382 | $3.74M | 0.02% | −15,453−10.4% | Reduced |
| Kestra Advisory Services, LLC | 134,788 | $3.78M | 0.04% | +17,117+14.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,035 | $3.96M | 0.00% | +5,824+4.3% | Added |
| Beck Capital Management, LLC | 141,506 | $3.97M | 1.70% | −9,262−6.1% | Reduced |
| Cresset Asset Management, LLC | 141,421 | $3.98M | 0.05% | −7,330−4.9% | Reduced |
| California State Teachers Retirement System | 144,283 | $4.05M | 0.01% | −1,305−0.9% | Reduced |
| Envestnet Asset Management Inc | 145,870 | $4.09M | 0.00% | +97,279+200.2% | Added |
| FirstPurpose Wealth LLC | 154,560 | $4.33M | 2.86% | −3,233−2.0% | Reduced |
| Thrivent Financial for Lutherans | 165,782 | $4.65M | 0.01% | +3,216+2.0% | Added |
| Rhumbline Advisers | 167,319 | $4.69M | 0.01% | +17,530+11.7% | Added |
| Asset Management One Co.,Ltd. | 172,535 | $4.84M | 0.02% | −6,063−3.4% | Reduced |
| Macquarie Group Ltd | 175,675 | $4.93M | 0.01% | −60,630−25.7% | Reduced |
| Granite Investment Partners, LLC | 176,990 | $4.96M | 0.22% | +1,085+0.6% | Added |
| RMR Wealth Builders | 177,424 | $4.99M | 1.22% | −34,427−16.3% | Reduced |
| Invesco Ltd. | 191,494 | $5.37M | 0.00% | +19,527+11.4% | Added |
| First Trust Advisors LP | 219,690 | $6.16M | 0.01% | +35,551+19.3% | Added |
| Independent Financial Group, LLC | 225,479 | $6.32M | 0.57% | +43,436+23.9% | Added |
| Millennium Management LLC | 244,349 | $6.85M | 0.01% | +60,821+33.1% | Added |
| Mariner, LLC | 254,550 | $7.14M | 0.03% | +498+0.2% | Added |
| Stifel Financial Corp | 257,550 | $7.22M | 0.01% | +251,553+4,194.6% | Added |
| Goldman Sachs Group Inc | 258,919 | $7.26M | 0.00% | +126,365+95.3% | Added |
| Colony Group LLC | 269,391 | $7.56M | 0.13% | −10,074−3.6% | Reduced |
| Swiss National Bank | 270,100 | $7.58M | 0.01% | +3,100+1.2% | Added |
| McAdam, LLC | 271,413 | $7.61M | 0.83% | +10,346+4.0% | Added |
| Deutsche Bank AG | 272,090 | $7.63M | 0.00% | +88,721+48.4% | Added |
| Renaissance Technologies LLC | 272,200 | $7.63M | 0.01% | −97,400−26.4% | Reduced |