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 |
|---|---|---|---|---|---|
| Creative Planning | 54,829 | $1.54M | 0.00% | −2,066−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 54,707 | $1.53M | 0.04% | −3,616−6.2% | Reduced |
| Echo Street Capital Management LLC | 54,061 | $1.52M | 0.01% | +54,061 | New |
| Citigroup Inc | 53,459 | $1.50M | 0.00% | −1,894−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,116 | $1.43M | 0.00% | +7,991+18.5% | Added |
| Orion Portfolio Solutions, LLC | 50,480 | $1.42M | 0.06% | +4,300+9.3% | 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 |
| SG Americas Securities, LLC | 49,804 | $1.40M | 0.02% | +16,359+48.9% | Added |
| GWM Advisors LLC | 49,376 | $1.39M | 0.02% | −21,535−30.4% | Reduced |
| Mutual Advisors, LLC | 48,379 | $1.36M | 0.07% | +579+1.2% | Added |
| Bank of America Corp | 47,545 | $1.33M | 0.00% | −38,347−44.6% | Reduced |
| Norges Bank | 47,038 | $1.32M | 0.00% | +30,459+183.7% | Added |
| Ausdal Financial Partners, Inc. | 46,573 | $1.31M | 0.21% | −507−1.1% | 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 |
| Pictet Asset Management SA | 45,612 | $1.28M | 0.00% | −175−0.4% | Reduced |
| Curi Capital | 45,556 | $1.28M | 0.21% | +45,156+11,289.0% | Added |
| Manufacturers Life Insurance Company, The | 44,413 | $1.25M | 0.00% | −606−1.3% | Reduced |
| Voya Investment Management LLC | 44,370 | $1.24M | 0.00% | +1,823+4.3% | Added |
| BNP Paribas Arbitrage, SA | 43,336 | $1.22M | 0.00% | +43,336 | New |
| Twinbeech Capital LP | 43,119 | $1.21M | 0.03% | +43,119 | New |
| Outlook Wealth Advisors, LLC | 42,050 | $1.18M | 0.53% | +284+0.7% | Added |
| Price T Rowe Associates Inc | 41,937 | $1.18M | 0.00% | +10,025+31.4% | Added |
| Accel Wealth Management | 38,453 | $1.14M | 0.61% | +5,346+16.1% | Added |
| Belpointe Asset Management LLC | 38,702 | $1.08M | 0.07% | −5,685−12.8% | Reduced |
| Nisa Investment Advisors, LLC | 38,392 | $1.08M | 0.01% | −10,176−21.0% | Reduced |
| Simplicity Wealth,LLC | 37,882 | $1.06M | 1.43% | +37,882 | New |
| Geneos Wealth Management Inc. | 37,602 | $1.05M | 0.07% | −123,726−76.7% | Reduced |
| American Portfolios Advisors | 37,166 | $1.04M | 0.04% | −1,789−4.6% | Reduced |
| United Capital Financial Advisers, LLC | 35,743 | $1.00M | 0.01% | +1,783+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,165 | $986.0K | 0.01% | +1,182+3.5% | Added |
| Vestcor Inc | 34,610 | $971.0K | 0.04% | +28,059+428.3% | Added |
| Silver Oak Securities, Inc | 28,770 | $964.9K | 0.21% | +28,770 | New |
| Vident Investment Advisory, LLC | 35,024 | $960.0K | 0.03% | +1,739+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 33,400 | $937.0K | 0.01% | −253,449−88.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $927.0K | 0.05% | +984+3.1% | Added |
| InterOcean Capital Group, LLC | 32,405 | $909.0K | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 32,167 | $902.0K | 0.01% | +339+1.1% | Added |
| Capital Asset Advisory Services LLC | 32,007 | $898.0K | 0.12% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 31,707 | $889.0K | 0.51% | +8,841+38.7% | Added |
| Janney Montgomery Scott LLC | 31,342 | $879.0K | 0.00% | +1,200+4.0% | Added |
| Arizona State Retirement System | 30,952 | $868.0K | 0.01% | +221+0.7% | Added |
| Financial Partners Group, Inc | 30,564 | $857.0K | 0.23% | −1,088−3.4% | Reduced |
| M Holdings Securities, Inc. | 30,109 | $845.0K | 0.09% | −200−0.7% | Reduced |
| EPG Wealth Management LLC | 29,607 | $830.0K | 0.34% | −1,210−3.9% | Reduced |
| Apeiron RIA LLC | 28,700 | $823.0K | 0.38% | −14,165−33.0% | Reduced |
| Raymond James & Associates | 28,748 | $806.0K | 0.00% | −5,715−16.6% | Reduced |
| Integrated Wealth Concepts LLC | 28,512 | $800.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 28,181 | $790.0K | 0.10% | +28,181 | New |
| Kovack Advisors, Inc. | 27,911 | $783.0K | 0.12% | +505+1.8% | Added |
| Group One Trading, L.P. | 27,631 | $775.0K | 0.03% | +27,631 | New |
| DekaBank Deutsche Girozentrale | 28,520 | $771.0K | 0.00% | −1,199−4.0% | Reduced |
| Capital Analysts, LLC | 27,111 | $760.0K | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 26,879 | $754.0K | 0.00% | +8,517+46.4% | Added |
| Standard Life Aberdeen plc | 26,673 | $748.0K | 0.00% | +1,418+5.6% | Added |
| EWG Elevate Inc. | 25,300 | $710.0K | 0.40% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 24,207 | $679.0K | 0.10% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 24,000 | $673.0K | 0.00% | +24,000 | New |
| FJ Capital Management LLC | 23,000 | $649.0K | 0.08% | −9,000−28.1% | Reduced |
| Covington Capital Management | 22,770 | $639.0K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 22,703 | $637.0K | 0.00% | +22,703 | New |
| Accurate Wealth Management, LLC | 11,825 | $632.0K | 0.26% | −2,011−14.5% | Reduced |
| HighTower Advisors, LLC | 22,396 | $629.0K | 0.00% | +40.0% | Added |
| IHT Wealth Management, LLC | 22,032 | $618.0K | 0.05% | +719+3.4% | Added |
| Castleview Partners, LLC | 22,019 | $618.0K | 0.59% | +21,914+20,870.5% | Added |
| Virginia Retirement Systems Et Al | 21,700 | $608.7K | 0.01% | +21,700 | New |
| Foundations Investment Advisors, LLC | 21,516 | $604.0K | 0.03% | −6,389−22.9% | Reduced |
| State of Wisconsin Investment Board | 21,231 | $596.0K | 0.00% | −6,990−24.8% | Reduced |
| Sigma Planning Corp | 20,745 | $582.0K | 0.02% | −1,857−8.2% | Reduced |
| Johnson Midwest Financial, LLC | 20,501 | $575.0K | 2.20% | −1,502−6.8% | Reduced |
| Truist Financial Corp | 20,360 | $571.0K | 0.00% | +1,328+7.0% | Added |
| Vaughan David Investments LLC | 19,882 | $558.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 19,698 | $553.0K | 0.00% | +1,510+8.3% | Added |
| Amalgamated Bank | 18,958 | $532.0K | 0.01% | +847+4.7% | Added |
| Hendershot Investments Inc. | 17,655 | $495.0K | 0.09% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 17,153 | $481.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17,067 | $479.0K | 0.38% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 16,929 | $475.0K | 0.03% | −4,091−19.5% | Reduced |
| Principal Financial Group Inc | 16,903 | $474.0K | 0.00% | −839−4.7% | Reduced |
| Marcum Wealth, LLC | 16,666 | $467.0K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16,469 | $462.0K | 0.08% | −689−4.0% | Reduced |
| Squarepoint Ops LLC | 16,328 | $458.0K | 0.00% | −11,164−40.6% | Reduced |
| Beacon Pointe Advisors, LLC | 16,067 | $451.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15,893 | $446.0K | 0.43% | −4,154−20.7% | Reduced |
| StrategIQ Financial Group, LLC | 15,794 | $443.0K | 0.06% | +1,125+7.7% | Added |
| Avantax Planning Partners, Inc. | 15,731 | $441.0K | 0.02% | +877+5.9% | Added |
| Acorn Financial Advisory Services Inc | 15,437 | $433.0K | 0.10% | −1,939−11.2% | Reduced |
| AQR Capital Management LLC | 15,415 | $432.0K | 0.00% | −17,450−53.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,254 | $428.0K | 0.01% | +2,109+16.0% | Added |
| Aigen Investment Management, LP | 15,219 | $427.0K | 0.06% | +15,219 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 14,759 | $425.0K | 0.28% | −1,498−9.2% | Reduced |
| Public Employees Retirement Association of Colorado | 15,134 | $425.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,082 | $423.0K | 0.01% | −172−1.1% | Reduced |
| Anson Funds Management LP | 15,000 | $421.0K | 0.08% | +15,000 | New |
| Russell Investments Group, Ltd. | 14,798 | $414.0K | 0.00% | +3,811+34.7% | Added |
| Smart Money Group LLC | 14,176 | $398.0K | 0.27% | +113+0.8% | Added |
| Fifth Third Bancorp | 13,392 | $376.0K | 0.00% | −565−4.0% | Reduced |
| Change Path, LLC | 13,383 | $375.0K | 0.02% | −1,789−11.8% | Reduced |
| BancorpSouth Bank | 13,395 | $375.0K | 0.04% | 00.0% | Unchanged |