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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 17 | $541 | 0.00% | −112−86.8% | Reduced |
| Signaturefd, LLC | 39 | $1.24K | 0.00% | +39 | New |
| Aspire Private Capital, LLC | 122 | $3.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 140 | $4.46K | 0.00% | −43−23.5% | Reduced |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $6.35K | 0.00% | +2+1.0% | Added |
| Group One Trading, L.P. | 243 | $7.74K | 0.00% | −27,388−99.1% | Reduced |
| Colonial Trust Co | 250 | $7.96K | 0.00% | +250 | New |
| Ci Investments Inc. | 290 | $9.00K | 0.00% | +290 | New |
| SOA Wealth Advisors, LLC. | 332 | $10.6K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 333 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 445 | $14.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $15.9K | 0.01% | +500 | New |
| First Personal Financial Services | 522 | $16.6K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 666 | $18.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 765 | $21.0K | 0.00% | −8,161−91.4% | Reduced |
| Semmax Financial Advisors Inc. | 628 | $21.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $21.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $21.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 673 | $22.0K | 0.00% | −6,048−90.0% | Reduced |
| Farmers & Merchants Investments Inc | 699 | $22.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $22.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 778 | $24.8K | 0.00% | +504+183.9% | Added |
| WFA of San Diego, LLC | 816 | $26.0K | 0.02% | +816 | New |
| Rise Advisors, LLC | 859 | $27.4K | 0.02% | +8+0.9% | Added |
| Hollencrest Capital Management | 869 | $27.7K | 0.00% | +869 | New |
| Clearstead Advisors, LLC | 881 | $28.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $29.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $30.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $31.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,029 | $33.0K | 0.03% | −3−0.3% | Reduced |
| CoreCap Advisors, LLC | 1,048 | $33.4K | 0.00% | +1,048 | New |
| Pinnacle Bancorp, Inc. | 1,111 | $35.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,115 | $35.5K | 0.01% | +1,115 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,208 | $38.5K | 0.00% | −88−6.8% | Reduced |
| Smithfield Trust Co | 1,249 | $40.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $40.0K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,326 | $42.0K | 0.00% | +1,300+5,000.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,331 | $42.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $42.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,360 | $43.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,562 | $49.7K | 0.03% | +1,562 | New |
| AdvisorNet Financial, Inc | 1,580 | $50.3K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,591 | $50.7K | 0.04% | +1,591 | New |
| Creative Financial Designs Inc | 1,655 | $52.7K | 0.01% | +9+0.5% | Added |
| Central Trust Co | 1,730 | $55.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,777 | $56.6K | 0.03% | +777+77.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,815 | $57.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50,576 | $59.9K | 0.00% | +1,200+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,030 | $64.6K | 0.04% | −996−32.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,159 | $69.0K | 0.00% | +2,159 | New |
| Whittier Trust Co | 2,500 | $79.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,717 | $86.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $96.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $97.7K | 0.11% | +3,070 | New |
| Harvest Fund Management Co., Ltd | 3,139 | $100.0K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3,294 | $104.9K | 0.07% | +3,294 | New |
| HHM Wealth Advisors, LLC | 3,655 | $116.4K | 0.03% | −877−19.4% | Reduced |
| Allworth Financial LP | 3,762 | $119.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,295 | $136.8K | 0.00% | −2,695−38.6% | Reduced |
| RWM Asset Management, LLC | 4,339 | $138.2K | 0.03% | +333+8.3% | Added |
| US Bancorp | 4,642 | $147.8K | 0.00% | +3,642+364.2% | Added |
| Larson Financial Group LLC | 4,789 | $152.5K | 0.02% | −996−17.2% | Reduced |
| Gradient Investments LLC | 5,189 | $165.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,843 | $186.0K | 0.01% | −3,510−37.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,293 | $200.4K | 0.00% | +2,960+88.8% | Added |
| GoalVest Advisory LLC | 6,457 | $205.6K | 0.13% | +6,457 | New |
| KC Investment Advisors, LLC | 6,457 | $206.0K | 0.19% | +6,457 | New |
| Oliver Lagore Vanvalin Investment Group | 6,587 | $209.7K | 0.12% | −3,773−36.4% | Reduced |
| ARGI Investment Services, LLC | 6,590 | $210.0K | 0.01% | +6,590 | New |
| We Are One Seven, LLC | 6,605 | $210.3K | 0.02% | +6,605 | New |
| Quantamental Technologies LLC | 6,608 | $210.4K | 0.10% | +6,608 | New |
| Monograph Wealth Advisors, LLC | 6,638 | $212.0K | 0.06% | +6,638 | New |
| Gladstone Institutional Advisory LLC | 6,756 | $215.1K | 0.02% | +6,756 | New |
| Gallagher Benefit Services, Inc. | 6,800 | $216.5K | 0.05% | +6,800 | New |
| F3Logic, LLC | 6,800 | $216.5K | 0.05% | +6,800 | New |
| Laird Norton Trust Company, LLC | 6,800 | $217.1K | 0.03% | +6,800 | New |
| B.O.S.S. Retirement Advisors, LLC | 6,858 | $218.4K | 0.06% | +6,858 | New |
| StoneX Group Inc. | 7,046 | $225.0K | 0.03% | +7,046 | New |
| Baker Tilly Wealth Management, LLC | 7,103 | $226.2K | 0.03% | +7,103 | New |
| Fisher Asset Management, LLC | 7,161 | $228.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,202 | $229.0K | 0.00% | +7+0.1% | Added |
| Blair William & Co | 7,205 | $229.4K | 0.00% | −140−1.9% | Reduced |
| WealthPLAN Partners, LLC | 6,716 | $230.0K | 0.02% | +6,716 | New |
| WealthPlan Investment Management, LLC | 6,716 | $230.1K | 0.02% | −916−12.0% | Reduced |
| Xponance, Inc. | 7,260 | $231.2K | 0.00% | +7,260 | New |
| Savant Capital, LLC | 8,178 | $232.2K | 0.01% | +887+12.2% | Added |
| Rehmann Capital Advisory Group | 7,544 | $240.2K | 0.02% | −1,143−13.2% | Reduced |
| Mackenzie Financial Corp | 7,561 | $240.7K | 0.00% | −1,559−17.1% | Reduced |
| World Equity Group, Inc. | 7,564 | $240.8K | 0.06% | −771−9.3% | Reduced |
| Coldstream Capital Management Inc | 7,570 | $241.0K | 0.01% | +7,570 | New |
| Allspring Global Investments Holdings, LLC | 7,590 | $241.7K | 0.00% | −166−2.1% | Reduced |
| Plotkin Financial Advisors, LLC | 7,643 | $243.4K | 0.25% | −318−4.0% | Reduced |
| Vestcor Inc | 7,665 | $244.0K | 0.01% | −26,945−77.9% | Reduced |
| Avantax Advisory Services, Inc. | 7,698 | $245.1K | 0.00% | −243−3.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 7,781 | $248.0K | 0.10% | −319−3.9% | Reduced |
| Lighthouse Investment Partners, LLC | 7,830 | $249.3K | 0.05% | +7,830 | New |
| Peak Asset Management, LLC | 8,214 | $261.5K | 0.07% | 00.0% | Unchanged |