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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.

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.

Institutional holdersQ4 2022: 344 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ4 2022: $2.68B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Canton Hathaway, LLC8,243$262.0K0.09%−501−5.7%Reduced
Accurate Wealth Management, LLC8,376$265.8K0.10%−3,449−29.2%Reduced
Pittenger & Anderson Inc8,372$266.6K0.01%+8,372New
Prudential Financial Inc8,410$267.8K0.00%+205+2.5%Added
Cable Hill Partners, LLC8,584$273.3K0.05%+579+7.2%Added
Ellevest, Inc.8,854$281.9K0.02%+95+1.1%Added
Global Wealth Management Investment Advisory, Inc.9,122$290.4K0.09%+9,122New
Pinnacle Financial Partners Inc9,267$295.1K0.01%00.0%Unchanged
First Heartland Consultants, Inc.9,444$300.7K0.05%+350+3.8%Added
Fifth Third Bancorp9,668$307.8K0.00%−3,724−27.8%Reduced
Axxcess Wealth Management, LLC9,697$308.8K0.03%00.0%Unchanged
Foundry Partners, LLC9,955$317.0K0.02%−230−2.3%Reduced
M&T Bank Corp10,033$319.5K0.00%00.0%Unchanged
Regal Investment Advisors LLC10,395$331.0K0.03%−2,337−18.4%Reduced
Aigen Investment Management, LP10,428$332.0K0.05%−4,791−31.5%Reduced
Clark Capital Management Group, Inc.10,456$332.9K0.00%00.0%Unchanged
Handelsbanken Fonder AB10,500$334.0K0.00%00.0%Unchanged
Stableford Capital II LLC10,529$336.2K0.18%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC10,705$340.8K0.04%+32+0.3%Added
Carmel Capital Partners, LLC10,740$342.0K0.24%−5,153−32.4%Reduced
Metropolitan Life Insurance Co10,820$344.5K0.02%−50.0%Reduced
Vivaldi Capital Management, LLC10,790$344.5K0.09%00.0%Unchanged
FLC Capital Advisors10,915$347.5K0.11%−2,176−16.6%Reduced
Triumph Capital Management10,985$350.8K0.19%+10,985New
Comprehensive Financial Consultants Institutional, Inc.10,530$356.0K0.22%−4,229−28.7%Reduced
Kayne Anderson Rudnick Investment Management LLC11,308$360.0K0.00%00.0%Unchanged
Glassman Wealth Services11,326$360.6K0.07%00.0%Unchanged
Bank of the West11,442$364.3K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.11,197$364.3K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC11,509$366.4K0.01%−4,558−28.4%Reduced
MCF Advisors LLC11,562$368.1K0.04%00.0%Unchanged
Raleigh Capital Management Inc.11,834$376.8K0.20%+85+0.7%Added
Change Path, LLC11,836$377.0K0.02%−1,547−11.6%Reduced
State Board of Administration of Florida Retirement System11,900$378.9K0.00%+11,900New
Ignite Planners, LLC11,363$380.1K0.16%−44−0.4%Reduced
Personal Capital Advisors Corp11,990$381.8K0.00%+2,091+21.1%Added
Van Eck Associates Corp12,149$387.0K0.00%+5,396+79.9%Added
Proequities, Inc.12,232$390.6K0.03%+358+3.0%Added
Jump Financial, LLC12,301$391.7K0.02%+12,301New
LexAurum Advisors, LLC12,341$392.9K0.14%00.0%Unchanged
Nissay Asset Management Corp12,367$393.8K0.00%+639+5.4%Added
Alpha Omega Group, Inc.12,401$394.8K0.56%+1,632+15.2%Added
Beaird Harris Wealth Management, LLC12,478$397.3K0.07%00.0%Unchanged
Laurel Wealth Advisors, Inc.12,756$406.0K0.04%−151−1.2%Reduced
Demars Financial Group, LLC13,090$416.8K0.23%+13,090New
GenTrust, LLC13,166$419.2K0.04%00.0%Unchanged
First Republic Investment Management, Inc.13,243$421.7K0.00%00.0%Unchanged
BancorpSouth Bank13,395$426.5K0.04%00.0%Unchanged
Retirement Financial Solutions, LLC13,493$429.6K0.36%+13,493New
FJ Capital Management LLC14,004$445.9K0.05%−8,996−39.1%Reduced
Principal Financial Group Inc14,076$448.2K0.00%−2,827−16.7%Reduced
Smart Money Group LLC14,305$455.0K0.24%+129+0.9%Added
Northwestern Mutual Wealth Management Co14,489$461.3K0.00%+1,238+9.3%Added
Jane Street Group, LLC14,527$462.5K0.00%+2,752+23.4%Added
State of Wisconsin Investment Board14,546$463.1K0.00%−6,685−31.5%Reduced
Russell Investments Group, Ltd.14,798$471.2K0.00%00.0%Unchanged
ProShare Advisors LLC15,078$480.1K0.00%+2,162+16.7%Added
BKD Wealth Advisors, LLC15,109$481.1K0.02%+15,109New
Public Employees Retirement Association of Colorado15,134$482.0K0.00%00.0%Unchanged
Acorn Financial Advisory Services Inc15,437$491.5K0.10%00.0%Unchanged
DuPont Capital Management Corp15,609$497.0K0.02%−1,320−7.8%Reduced
Jefferies Financial Group Inc.16,213$516.2K0.01%+16,213New
Truist Financial Corp16,237$517.0K0.00%−4,123−20.3%Reduced
Continuum Advisory, LLC16,469$524.4K0.09%00.0%Unchanged
Marcum Wealth, LLC16,666$530.6K0.07%00.0%Unchanged
International Assets Investment Management, LLC17,094$544.3K0.06%+17,094New
Mission Wealth Management, LP17,153$546.2K0.03%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd17,364$552.9K0.01%+2,110+13.8%Added
Hendershot Investments Inc.17,655$562.1K0.09%00.0%Unchanged
AQR Capital Management LLC18,570$591.3K0.00%+3,155+20.5%Added
Foundations Investment Advisors, LLC18,685$594.9K0.02%−2,831−13.2%Reduced
StrategIQ Financial Group, LLC18,708$595.7K0.07%+2,914+18.5%Added
Amalgamated Bank19,272$614.0K0.01%+314+1.7%Added
Fiduciary Alliance LLC19,816$630.9K0.16%+19,816New
Vaughan David Investments LLC19,882$633.0K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC20,501$653.0K2.39%00.0%Unchanged
PEAK6 Investments LLC20,559$654.6K0.04%+20,559New
Virginia Retirement Systems Et Al20,600$655.9K0.01%−1,100−5.1%Reduced
Standard Life Aberdeen plc20,902$665.5K0.00%−5,771−21.6%Reduced
SG Americas Securities, LLC20,906$666.0K0.01%−28,898−58.0%Reduced
HighTower Advisors, LLC21,043$669.0K0.00%−1,353−6.0%Reduced
TownSquare Capital, LLC21,413$681.8K0.02%+6,331+42.0%Added
American Century Companies Inc21,574$686.9K0.00%+12,157+129.1%Added
IHT Wealth Management, LLC21,995$700.3K0.04%−37−0.2%Reduced
Castleview Partners, LLC22,055$702.2K0.68%+36+0.2%Added
Apeiron RIA LLC22,498$716.3K0.27%−6,202−21.6%Reduced
ExodusPoint Capital Management, LP23,355$744.0K0.01%+10,662+84.0%Added
Soltis Investment Advisors LLC23,880$760.3K0.10%−327−1.4%Reduced
Sigma Planning Corp24,061$766.1K0.03%+3,316+16.0%Added
ICA Group Wealth Management, LLC24,091$767.1K0.18%−103,695−81.1%Reduced
Dimensional Fund Advisors LP24,366$776.0K0.00%−2,513−9.3%Reduced
DekaBank Deutsche Girozentrale24,863$791.0K0.00%−3,657−12.8%Reduced
Teacher Retirement System of Texas25,084$799.0K0.01%+5,386+27.3%Added
EWG Elevate Inc.25,261$804.3K0.41%−39−0.2%Reduced
Quantbot Technologies LP25,276$804.8K0.06%+25,276New
EPG Wealth Management LLC25,765$820.3K0.31%−3,842−13.0%Reduced
United Capital Financial Advisers, LLC25,920$825.3K0.00%−9,823−27.5%Reduced
M Holdings Securities, Inc.27,462$876.0K0.09%−2,647−8.8%Reduced
Kovack Advisors, Inc.27,985$891.0K0.13%+74+0.3%Added
Raymond James & Associates28,228$898.8K0.00%−520−1.8%Reduced