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, Q4 2022
Institutional positions in Phillips Edison & Company, Inc. as of Dec 31, 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
- 344
- +18 vs. Q3 2022
- Shares held
- 84.1M
- +1.33M (+1.6%) vs. Q3 2022
- Total value
- $2.68B
- +$353.3M (+15.2%) vs. Q3 2022
- New holders
- 51
- 104 more added
- Sold out
- 33
- 120 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,097,620 | $544.4M | 0.01% | +196,422+1.2% | Added |
| BlackRock Inc. | 11,138,855 | $354.7M | 0.01% | +1,051,350+10.4% | Added |
| Wellington Management Group LLP | 9,238,506 | $294.2M | 0.06% | +228,375+2.5% | Added |
| Massachusetts Financial Services Co | 5,907,063 | $188.1M | 0.07% | +18,477+0.3% | Added |
| FMR LLC | 5,698,872 | $181.5M | 0.02% | +283,519+5.2% | Added |
| State Street Corp | 4,643,739 | $148.3M | 0.01% | +108,451+2.4% | Added |
| Geode Capital Management, LLC | 2,425,308 | $77.2M | 0.01% | +71,744+3.0% | Added |
| Charles Schwab Investment Management Inc | 1,421,972 | $45.3M | 0.01% | +44,756+3.2% | Added |
| Northern Trust Corp | 1,349,863 | $43.0M | 0.01% | +14,783+1.1% | Added |
| Centersquare Investment Management LLC | 1,019,292 | $32.5M | 0.38% | +1,019,292 | New |
| Janus Henderson Group PLC | 979,810 | $31.2M | 0.02% | −172,685−15.0% | Reduced |
| Nuveen Asset Management, LLC | 911,487 | $29.0M | 0.01% | +220.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 743,609 | $23.7M | 0.12% | −22,805−3.0% | Reduced |
| Millennium Management LLC | 721,599 | $23.0M | 0.03% | +477,250+195.3% | Added |
| Morgan Stanley | 717,997 | $22.9M | 0.00% | −389,142−35.1% | Reduced |
| Cetera Advisors LLC | 717,374 | $22.8M | 0.41% | −92,070−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 706,052 | $22.5M | 0.05% | +8,652+1.2% | Added |
| Legal & General Group Plc | 705,282 | $22.5M | 0.01% | +31,469+4.7% | Added |
| JPMorgan Chase & Co | 628,294 | $20.0M | 0.00% | +6,680+1.1% | Added |
| UBS Asset Management Americas Inc | 611,865 | $19.5M | 0.01% | +83,202+15.7% | Added |
| Holocene Advisors, LP | 588,925 | $18.8M | 0.12% | −7,032−1.2% | Reduced |
| Bank of New York Mellon Corp | 572,896 | $18.2M | 0.00% | +53,179+10.2% | Added |
| Alliancebernstein L.P. | 564,028 | $18.0M | 0.01% | +66,505+13.4% | Added |
| Cetera Advisor Networks LLC | 504,187 | $16.1M | 0.13% | −42,665−7.8% | Reduced |
| Cetera Investment Advisers | 497,036 | $15.8M | 0.15% | −35,893−6.7% | Reduced |
| First Trust Advisors LP | 355,629 | $11.3M | 0.01% | +135,939+61.9% | Added |
| Citadel Advisors LLC | 330,358 | $10.5M | 0.01% | −15,952−4.6% | Reduced |
| LPL Financial LLC | 327,370 | $10.4M | 0.01% | −129,801−28.4% | Reduced |
| Mercer Global Advisors Inc | 326,319 | $10.4M | 0.05% | +315,509+2,918.7% | Added |
| AE Wealth Management LLC | 324,777 | $10.3M | 0.07% | +9,851+3.1% | Added |
| Commonwealth Equity Services, LLC | 282,288 | $8.99M | 0.02% | −14,220−4.8% | Reduced |
| Swiss National Bank | 281,800 | $8.97M | 0.01% | +11,700+4.3% | Added |
| Deutsche Bank AG | 280,310 | $8.93M | 0.01% | +8,220+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 273,580 | $8.71M | 0.33% | +145,109+113.0% | Added |
| Renaissance Technologies LLC | 264,000 | $8.41M | 0.01% | −8,200−3.0% | Reduced |
| Colony Group LLC | 252,568 | $8.04M | 0.11% | −16,823−6.2% | Reduced |
| First Foundation Advisors | 247,722 | $7.89M | 0.38% | −1,012,441−80.3% | Reduced |
| Ameritas Advisory Services, LLC | 244,769 | $7.79M | 0.36% | +244,769 | New |
| Mariner, LLC | 242,314 | $7.71M | 0.02% | −12,236−4.8% | Reduced |
| B&I Capital AG | 239,265 | $7.62M | 2.67% | −205,250−46.2% | Reduced |
| Invesco Ltd. | 218,683 | $6.96M | 0.00% | +27,189+14.2% | Added |
| Independent Financial Group, LLC | 212,991 | $6.78M | 0.58% | −12,488−5.5% | Reduced |
| Asset Management One Co.,Ltd. | 183,589 | $5.88M | 0.03% | +11,054+6.4% | Added |
| Rhumbline Advisers | 177,165 | $5.64M | 0.01% | +9,846+5.9% | Added |
| Macquarie Group Ltd | 176,885 | $5.59M | 0.01% | +1,210+0.7% | Added |
| FirstPurpose Wealth LLC | 151,487 | $4.82M | 2.69% | −3,073−2.0% | Reduced |
| California State Teachers Retirement System | 148,316 | $4.72M | 0.01% | +4,033+2.8% | Added |
| Envestnet Asset Management Inc | 146,369 | $4.66M | 0.00% | +499+0.3% | Added |
| STRS Ohio | 143,290 | $4.56M | 0.02% | +9,908+7.4% | Added |
| Goldman Sachs Group Inc | 142,387 | $4.53M | 0.00% | −116,532−45.0% | Reduced |
| Norges Bank | 142,004 | $4.52M | 0.00% | +94,966+201.9% | Added |
| RMR Wealth Builders | 140,553 | $4.49M | 1.02% | −36,871−20.8% | Reduced |
| Granite Investment Partners, LLC | 137,399 | $4.37M | 0.18% | −39,591−22.4% | Reduced |
| Cresset Asset Management, LLC | 136,793 | $4.37M | 0.06% | −4,628−3.3% | Reduced |
| Credit Suisse AG | 136,658 | $4.35M | 0.00% | +5,867+4.5% | Added |
| Putnam Investments LLC | 132,943 | $4.23M | 0.01% | +804+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 130,546 | $4.16M | 0.00% | −10,489−7.4% | Reduced |
| Koshinski Asset Management, Inc. | 127,694 | $4.07M | 0.39% | −1,981−1.5% | Reduced |
| Voloridge Investment Management, LLC | 126,350 | $4.02M | 0.02% | +23,010+22.3% | Added |
| Nomura Asset Management Co Ltd | 119,060 | $3.79M | 0.02% | +5,070+4.4% | Added |
| Kestra Advisory Services, LLC | 116,062 | $3.70M | 0.03% | −18,726−13.9% | Reduced |
| Money Concepts Capital Corp | 113,112 | $3.60M | 0.16% | +29,830+35.8% | Added |
| Amundi | 108,874 | $3.58M | 0.00% | +24,226+28.6% | Added |
| J.W. Cole Advisors, Inc. | 111,200 | $3.54M | 0.27% | −16,985−13.3% | Reduced |
| Susquehanna International Group, LLP | 101,483 | $3.23M | 0.01% | +31,879+45.8% | Added |
| National Asset Management, Inc. | 100,887 | $3.22M | 0.09% | −2,347−2.3% | Reduced |
| O'Dell Group, LLC | 97,211 | $3.10M | 1.09% | −3,521−3.5% | Reduced |
| Centaurus Financial, Inc. | 93,038 | $2.96M | 0.28% | −17,263−15.7% | Reduced |
| Stifel Financial Corp | 91,974 | $2.93M | 0.00% | −165,576−64.3% | Reduced |
| Beck Capital Management, LLC | 90,496 | $2.88M | 1.21% | −51,010−36.0% | Reduced |
| Arkadios Wealth Advisors | 89,360 | $2.85M | 0.38% | −10,268−10.3% | Reduced |
| New York State Common Retirement Fund | 86,605 | $2.76M | 0.00% | +3,461+4.2% | Added |
| My Legacy Advisors, LLC | 80,584 | $2.72M | 1.16% | −1,702−2.1% | Reduced |
| LDR Capital Management LLC | 80,931 | $2.58M | 1.41% | +277+0.3% | Added |
| Westwood Holdings Group Inc. | 80,000 | $2.55M | 0.02% | +80,000 | New |
| CWM, LLC | 77,912 | $2.48M | 0.02% | −8,991−10.3% | Reduced |
| Harbour Investments, Inc. | 77,381 | $2.46M | 0.15% | −1,856−2.3% | Reduced |
| Integrated Advisors Network LLC | 76,247 | $2.43M | 0.16% | −3,825−4.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,078 | $2.42M | 0.03% | +20,908+37.9% | Added |
| Royal Bank of Canada | 75,448 | $2.40M | 0.00% | −229,399−75.3% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.22M | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 67,629 | $2.16M | 0.03% | −1,239−1.8% | Reduced |
| Bank of America Corp | 67,621 | $2.15M | 0.00% | +20,076+42.2% | Added |
| Barber Financial Group, Inc. | 66,464 | $2.12M | 0.59% | −1,311−1.9% | Reduced |
| Advisory Resource Group | 66,220 | $2.11M | 0.63% | −965−1.4% | Reduced |
| MetLife Investment Management | 62,464 | $1.99M | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 60,953 | $1.94M | 0.04% | −3,340−5.2% | Reduced |
| IFP Advisors, Inc | 68,584 | $1.91M | 0.06% | −6,951−9.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,755 | $1.90M | 0.01% | +2,464+4.3% | Added |
| Calton & Associates, Inc. | 58,951 | $1.88M | 0.73% | +27,244+85.9% | Added |
| State of Alaska, Department of Revenue | 58,936 | $1.88M | 0.02% | +530+0.9% | Added |
| Evercore Wealth Management, LLC | 57,156 | $1.82M | 0.04% | −4,900−7.9% | Reduced |
| Barclays PLC | 56,242 | $1.79M | 0.00% | −3,500−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 55,780 | $1.78M | 0.04% | +1,073+2.0% | Added |
| American International Group, Inc. | 55,428 | $1.76M | 0.01% | −202−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 54,463 | $1.73M | 0.06% | +3,983+7.9% | Added |
| Well Done, LLC | 54,459 | $1.73M | 0.37% | −16,010−22.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,198 | $1.73M | 0.00% | +3,082+6.0% | Added |
| Citigroup Inc | 53,950 | $1.72M | 0.00% | +491+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,842 | $1.71M | 0.00% | −7,102−11.7% | Reduced |