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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 28,362 | $903.0K | 0.06% | +1,251+4.6% | Added |
| Beacon Capital Management, LLC | 28,844 | $918.4K | 0.31% | −9,831−25.4% | Reduced |
| Greenland Capital Management LP | 29,711 | $946.0K | 0.17% | +29,711 | New |
| Cerity Partners LLC | 29,877 | $951.3K | 0.01% | +22,485+304.2% | Added |
| Coppell Advisory Solutions LLC | 30,560 | $973.0K | 0.35% | +30,560 | New |
| Coppell Advisory Solutions Corp. | 30,560 | $973.0K | 0.35% | +30,560 | New |
| Susquehanna Fundamental Investments, LLC | 31,096 | $990.1K | 0.02% | −58,939−65.5% | Reduced |
| Janney Montgomery Scott LLC | 31,148 | $992.0K | 0.00% | −194−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 31,494 | $1.00M | 0.08% | −513−1.6% | Reduced |
| Daiwa Securities Group Inc. | 31,505 | $1.00M | 0.01% | −662−2.1% | Reduced |
| InterOcean Capital Group, LLC | 32,405 | $1.03M | 0.04% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 30,564 | $1.05M | 0.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,930 | $1.05M | 0.01% | +1,978+6.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.05M | 0.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,000 | $1.08M | 0.01% | +600+1.8% | Added |
| Thrivent Financial for Lutherans | 35,250 | $1.12M | 0.00% | −130,532−78.7% | Reduced |
| Vident Investment Advisory, LLC | 35,349 | $1.13M | 0.04% | +325+0.9% | Added |
| Ensign Peak Advisors, Inc | 35,500 | $1.13M | 0.00% | +11,500+47.9% | Added |
| Spire Wealth Management | 35,645 | $1.14M | 0.06% | +34,897+4,665.4% | Added |
| Geneos Wealth Management Inc. | 37,612 | $1.20M | 0.07% | +100.0% | Added |
| Ameriprise Financial Inc | 38,199 | $1.22M | 0.00% | +28,841+308.2% | Added |
| Nisa Investment Advisors, LLC | 38,392 | $1.22M | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 39,461 | $1.26M | 0.08% | +759+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,743 | $1.27M | 0.01% | +4,578+13.0% | Added |
| Accel Wealth Management | 40,031 | $1.27M | 0.61% | +1,578+4.1% | Added |
| Employees Retirement System of Texas | 41,000 | $1.30M | 0.02% | +41,000 | New |
| Curi Capital | 41,553 | $1.32M | 0.19% | −4,003−8.8% | Reduced |
| Outlook Wealth Advisors, LLC | 42,050 | $1.34M | 0.64% | 00.0% | Unchanged |
| Atom Investors LP | 43,438 | $1.38M | 0.69% | −38,277−46.8% | Reduced |
| Price T Rowe Associates Inc | 43,627 | $1.39M | 0.00% | +1,690+4.0% | Added |
| Ausdal Financial Partners, Inc. | 43,666 | $1.39M | 0.20% | −2,907−6.2% | Reduced |
| Voya Investment Management LLC | 44,370 | $1.41M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 44,965 | $1.43M | 0.00% | +22,262+98.1% | Added |
| Kalos Management, Inc. | 45,940 | $1.46M | 3.30% | −1,361−2.9% | Reduced |
| Cooper Financial Group | 46,029 | $1.47M | 0.45% | −40−0.1% | Reduced |
| Mutual Advisors, LLC | 46,414 | $1.48M | 0.07% | −1,965−4.1% | Reduced |
| Manufacturers Life Insurance Company, The | 46,453 | $1.48M | 0.00% | +2,040+4.6% | Added |
| Pictet Asset Management SA | 48,625 | $1.55M | 0.00% | +3,013+6.6% | Added |
| Qube Research & Technologies Ltd | 49,562 | $1.58M | 0.01% | +49,562 | New |
| UBS Group AG | 49,859 | $1.59M | 0.00% | −15,435−23.6% | Reduced |
| HSBC Holdings PLC | 50,597 | $1.61M | 0.00% | −58,063−53.4% | Reduced |
| Creative Planning | 51,931 | $1.65M | 0.00% | −2,898−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 52,147 | $1.66M | 0.05% | −6,425−11.0% | Reduced |
| Bell Bank | 53,820 | $1.71M | 0.20% | +3,958+7.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,842 | $1.71M | 0.00% | −7,102−11.7% | Reduced |
| Citigroup Inc | 53,950 | $1.72M | 0.00% | +491+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 54,198 | $1.73M | 0.00% | +3,082+6.0% | Added |
| Well Done, LLC | 54,459 | $1.73M | 0.37% | −16,010−22.7% | Reduced |
| Orion Portfolio Solutions, LLC | 54,463 | $1.73M | 0.06% | +3,983+7.9% | Added |
| American International Group, Inc. | 55,428 | $1.76M | 0.01% | −202−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 55,780 | $1.78M | 0.04% | +1,073+2.0% | Added |
| Barclays PLC | 56,242 | $1.79M | 0.00% | −3,500−5.9% | Reduced |
| Evercore Wealth Management, LLC | 57,156 | $1.82M | 0.04% | −4,900−7.9% | Reduced |
| State of Alaska, Department of Revenue | 58,936 | $1.88M | 0.02% | +530+0.9% | Added |
| Calton & Associates, Inc. | 58,951 | $1.88M | 0.73% | +27,244+85.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,755 | $1.90M | 0.01% | +2,464+4.3% | Added |
| IFP Advisors, Inc | 68,584 | $1.91M | 0.06% | −6,951−9.2% | Reduced |
| Brookstone Capital Management | 60,953 | $1.94M | 0.04% | −3,340−5.2% | Reduced |
| MetLife Investment Management | 62,464 | $1.99M | 0.02% | 00.0% | Unchanged |
| Advisory Resource Group | 66,220 | $2.11M | 0.63% | −965−1.4% | Reduced |
| Barber Financial Group, Inc. | 66,464 | $2.12M | 0.59% | −1,311−1.9% | Reduced |
| Bank of America Corp | 67,621 | $2.15M | 0.00% | +20,076+42.2% | Added |
| Atria Wealth Solutions, Inc. | 67,629 | $2.16M | 0.03% | −1,239−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.22M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 75,448 | $2.40M | 0.00% | −229,399−75.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,078 | $2.42M | 0.03% | +20,908+37.9% | Added |
| Integrated Advisors Network LLC | 76,247 | $2.43M | 0.16% | −3,825−4.8% | Reduced |
| Harbour Investments, Inc. | 77,381 | $2.46M | 0.15% | −1,856−2.3% | Reduced |
| CWM, LLC | 77,912 | $2.48M | 0.02% | −8,991−10.3% | Reduced |
| Westwood Holdings Group Inc. | 80,000 | $2.55M | 0.02% | +80,000 | New |
| LDR Capital Management LLC | 80,931 | $2.58M | 1.41% | +277+0.3% | Added |
| My Legacy Advisors, LLC | 80,584 | $2.72M | 1.16% | −1,702−2.1% | Reduced |
| New York State Common Retirement Fund | 86,605 | $2.76M | 0.00% | +3,461+4.2% | Added |
| Arkadios Wealth Advisors | 89,360 | $2.85M | 0.38% | −10,268−10.3% | Reduced |
| Beck Capital Management, LLC | 90,496 | $2.88M | 1.21% | −51,010−36.0% | Reduced |
| Stifel Financial Corp | 91,974 | $2.93M | 0.00% | −165,576−64.3% | Reduced |
| Centaurus Financial, Inc. | 93,038 | $2.96M | 0.28% | −17,263−15.7% | Reduced |
| O'Dell Group, LLC | 97,211 | $3.10M | 1.09% | −3,521−3.5% | Reduced |
| National Asset Management, Inc. | 100,887 | $3.22M | 0.09% | −2,347−2.3% | Reduced |
| Susquehanna International Group, LLP | 101,483 | $3.23M | 0.01% | +31,879+45.8% | Added |
| J.W. Cole Advisors, Inc. | 111,200 | $3.54M | 0.27% | −16,985−13.3% | Reduced |
| Amundi | 108,874 | $3.58M | 0.00% | +24,226+28.6% | Added |
| Money Concepts Capital Corp | 113,112 | $3.60M | 0.16% | +29,830+35.8% | Added |
| Kestra Advisory Services, LLC | 116,062 | $3.70M | 0.03% | −18,726−13.9% | Reduced |
| Nomura Asset Management Co Ltd | 119,060 | $3.79M | 0.02% | +5,070+4.4% | Added |
| Voloridge Investment Management, LLC | 126,350 | $4.02M | 0.02% | +23,010+22.3% | Added |
| Koshinski Asset Management, Inc. | 127,694 | $4.07M | 0.39% | −1,981−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 130,546 | $4.16M | 0.00% | −10,489−7.4% | Reduced |
| Putnam Investments LLC | 132,943 | $4.23M | 0.01% | +804+0.6% | Added |
| Credit Suisse AG | 136,658 | $4.35M | 0.00% | +5,867+4.5% | Added |
| Cresset Asset Management, LLC | 136,793 | $4.37M | 0.06% | −4,628−3.3% | Reduced |
| Granite Investment Partners, LLC | 137,399 | $4.37M | 0.18% | −39,591−22.4% | Reduced |
| RMR Wealth Builders | 140,553 | $4.49M | 1.02% | −36,871−20.8% | Reduced |
| Norges Bank | 142,004 | $4.52M | 0.00% | +94,966+201.9% | Added |
| Goldman Sachs Group Inc | 142,387 | $4.53M | 0.00% | −116,532−45.0% | Reduced |
| STRS Ohio | 143,290 | $4.56M | 0.02% | +9,908+7.4% | Added |
| Envestnet Asset Management Inc | 146,369 | $4.66M | 0.00% | +499+0.3% | Added |
| California State Teachers Retirement System | 148,316 | $4.72M | 0.01% | +4,033+2.8% | Added |
| FirstPurpose Wealth LLC | 151,487 | $4.82M | 2.69% | −3,073−2.0% | Reduced |
| Macquarie Group Ltd | 176,885 | $5.59M | 0.01% | +1,210+0.7% | Added |