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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $28.0K | 0.00% | +997 | 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 |
| Clearstead Advisors, LLC | 881 | $25.0K | 0.00% | +881 | New |
| Rise Advisors, LLC | 851 | $24.0K | 0.02% | +7+0.8% | Added |
| Spire Wealth Management | 748 | $21.0K | 0.00% | −56,160−98.7% | Reduced |
| 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 |
| 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 |
| 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 |
| Annapolis Financial Services, LLC | 591 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 522 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 445 | $12.0K | 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 |
| Quadrant Capital Group LLC | 274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 198 | $5.54K | 0.00% | +198 | New |
| Huntington National Bank | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $5.00K | 0.00% | +43+29.5% | Added |
| Bell Investment Advisors, Inc | 129 | $4.00K | 0.00% | −87−40.3% | Reduced |
| AlphaMark Advisors, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 26 | $0 | 0.00% | +26 | New |
| Vision Capital Corp | 0 | $0 | 0.00% | −447,773−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −184,576−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −165,887−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −143,100−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −56,700−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −31,979−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,640−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −18,269−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,267−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −11,051−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −8,160−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,730−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −7,421−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −7,060−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −6,795−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Ratio Wealth Group | 0 | $0 | 0.00% | −6,714−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,189−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −6,112−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| January Capital Advisors LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |