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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.

Q4 2022 vs. Q3 2022

How the institutions holding Phillips Edison & Company, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PECO: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3315344+18
Shares83.2M398.7K84.1M+1.33M (+1.6%)
Value$2.34B$11.2M$2.68B+$353.3M (+15.2%)

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Phillips Edison & Company, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PECO in Q4 2022
InstitutionSharesValue% of portfolio
Centersquare Investment Management LLC1,019,292$32.5M0.38%
Ameritas Advisory Services, LLC244,769$7.79M0.36%
Westwood Holdings Group Inc.80,000$2.55M0.02%
Qube Research & Technologies Ltd49,562$1.58M0.01%
Employees Retirement System of Texas41,000$1.30M0.02%
Coppell Advisory Solutions LLC30,560$973.0K0.35%
Coppell Advisory Solutions Corp.30,560$973.0K0.35%
Greenland Capital Management LP29,711$946.0K0.17%
Quantbot Technologies LP25,276$804.8K0.06%
PEAK6 Investments LLC20,559$654.6K0.04%
Fiduciary Alliance LLC19,816$630.9K0.16%
International Assets Investment Management, LLC17,094$544.3K0.06%
Jefferies Financial Group Inc.16,213$516.2K0.01%
BKD Wealth Advisors, LLC15,109$481.1K0.02%
Retirement Financial Solutions, LLC13,493$429.6K0.36%
Demars Financial Group, LLC13,090$416.8K0.23%
Jump Financial, LLC12,301$391.7K0.02%
State Board of Administration of Florida Retirement System11,900$378.9K0.00%
Triumph Capital Management10,985$350.8K0.19%
Global Wealth Management Investment Advisory, Inc.9,122$290.4K0.09%
Pittenger & Anderson Inc8,372$266.6K0.01%
Lighthouse Investment Partners, LLC7,830$249.3K0.05%
Coldstream Capital Management Inc7,570$241.0K0.01%
Xponance, Inc.7,260$231.2K0.00%
WealthPLAN Partners, LLC6,716$230.0K0.02%
Baker Tilly Wealth Management, LLC7,103$226.2K0.03%
StoneX Group Inc.7,046$225.0K0.03%
B.O.S.S. Retirement Advisors, LLC6,858$218.4K0.06%
Laird Norton Trust Company, LLC6,800$217.1K0.03%
Gallagher Benefit Services, Inc.6,800$216.5K0.05%
F3Logic, LLC6,800$216.5K0.05%
Gladstone Institutional Advisory LLC6,756$215.1K0.02%
Monograph Wealth Advisors, LLC6,638$212.0K0.06%
Quantamental Technologies LLC6,608$210.4K0.10%
We Are One Seven, LLC6,605$210.3K0.02%
ARGI Investment Services, LLC6,590$210.0K0.01%
KC Investment Advisors, LLC6,457$206.0K0.19%
GoalVest Advisory LLC6,457$205.6K0.13%
Luken Investment Analytics, LLC3,294$104.9K0.07%
Sanctuary Wealth Management, L.L.C.3,070$97.7K0.11%
Migdal Insurance & Financial Holdings Ltd.2,159$69.0K0.00%
FWL Investment Management, LLC1,591$50.7K0.04%
Richard W. Paul & Associates, LLC1,562$49.7K0.03%
Silicon Valley Capital Partners1,115$35.5K0.01%
CoreCap Advisors, LLC1,048$33.4K0.00%
Hollencrest Capital Management869$27.7K0.00%
WFA of San Diego, LLC816$26.0K0.02%
True Wealth Design, LLC500$15.9K0.01%
Ci Investments Inc.290$9.00K0.00%
Colonial Trust Co250$7.96K0.00%
Signaturefd, LLC39$1.24K0.00%

Sold out (33)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (5)

Institutions that held Phillips Edison & Company, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PECO in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
ACG Wealth329,486$9.24M
American Portfolios Advisors37,166$1.04M
Covington Capital Management22,770$639.0K
Redpoint Investment Management Pty Ltd8,569$240.0K
Strategic Asset Management, LLC661$19.0K