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 Bank | 53,820 | $1.71M | 0.20% | +3,958+7.9% | Added |
| Resources Investment Advisors, LLC. | 52,147 | $1.66M | 0.05% | −6,425−11.0% | Reduced |
| Creative Planning | 51,931 | $1.65M | 0.00% | −2,898−5.3% | Reduced |
| HSBC Holdings PLC | 50,597 | $1.61M | 0.00% | −58,063−53.4% | Reduced |
| UBS Group AG | 49,859 | $1.59M | 0.00% | −15,435−23.6% | Reduced |
| Qube Research & Technologies Ltd | 49,562 | $1.58M | 0.01% | +49,562 | New |
| Pictet Asset Management SA | 48,625 | $1.55M | 0.00% | +3,013+6.6% | Added |
| Manufacturers Life Insurance Company, The | 46,453 | $1.48M | 0.00% | +2,040+4.6% | Added |
| Mutual Advisors, LLC | 46,414 | $1.48M | 0.07% | −1,965−4.1% | Reduced |
| Cooper Financial Group | 46,029 | $1.47M | 0.45% | −40−0.1% | Reduced |
| Kalos Management, Inc. | 45,940 | $1.46M | 3.30% | −1,361−2.9% | Reduced |
| Victory Capital Management Inc | 44,965 | $1.43M | 0.00% | +22,262+98.1% | Added |
| Voya Investment Management LLC | 44,370 | $1.41M | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 43,666 | $1.39M | 0.20% | −2,907−6.2% | Reduced |
| Price T Rowe Associates Inc | 43,627 | $1.39M | 0.00% | +1,690+4.0% | Added |
| Atom Investors LP | 43,438 | $1.38M | 0.69% | −38,277−46.8% | Reduced |
| Outlook Wealth Advisors, LLC | 42,050 | $1.34M | 0.64% | 00.0% | Unchanged |
| Curi Capital | 41,553 | $1.32M | 0.19% | −4,003−8.8% | Reduced |
| Employees Retirement System of Texas | 41,000 | $1.30M | 0.02% | +41,000 | New |
| Accel Wealth Management | 40,031 | $1.27M | 0.61% | +1,578+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,743 | $1.27M | 0.01% | +4,578+13.0% | Added |
| Belpointe Asset Management LLC | 39,461 | $1.26M | 0.08% | +759+2.0% | Added |
| Nisa Investment Advisors, LLC | 38,392 | $1.22M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 38,199 | $1.22M | 0.00% | +28,841+308.2% | Added |
| Geneos Wealth Management Inc. | 37,612 | $1.20M | 0.07% | +100.0% | Added |
| Spire Wealth Management | 35,645 | $1.14M | 0.06% | +34,897+4,665.4% | Added |
| Ensign Peak Advisors, Inc | 35,500 | $1.13M | 0.00% | +11,500+47.9% | Added |
| Vident Investment Advisory, LLC | 35,349 | $1.13M | 0.04% | +325+0.9% | Added |
| Thrivent Financial for Lutherans | 35,250 | $1.12M | 0.00% | −130,532−78.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 34,000 | $1.08M | 0.01% | +600+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.05M | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,930 | $1.05M | 0.01% | +1,978+6.4% | Added |
| Financial Partners Group, Inc | 30,564 | $1.05M | 0.23% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 32,405 | $1.03M | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 31,505 | $1.00M | 0.01% | −662−2.1% | Reduced |
| Capital Asset Advisory Services LLC | 31,494 | $1.00M | 0.08% | −513−1.6% | Reduced |
| Janney Montgomery Scott LLC | 31,148 | $992.0K | 0.00% | −194−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 31,096 | $990.1K | 0.02% | −58,939−65.5% | Reduced |
| 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 |
| Cerity Partners LLC | 29,877 | $951.3K | 0.01% | +22,485+304.2% | Added |
| Greenland Capital Management LP | 29,711 | $946.0K | 0.17% | +29,711 | New |
| Beacon Capital Management, LLC | 28,844 | $918.4K | 0.31% | −9,831−25.4% | Reduced |
| Capital Analysts, LLC | 28,362 | $903.0K | 0.06% | +1,251+4.6% | Added |
| Raymond James & Associates | 28,228 | $898.8K | 0.00% | −520−1.8% | Reduced |
| Kovack Advisors, Inc. | 27,985 | $891.0K | 0.13% | +74+0.3% | Added |
| M Holdings Securities, Inc. | 27,462 | $876.0K | 0.09% | −2,647−8.8% | Reduced |
| United Capital Financial Advisers, LLC | 25,920 | $825.3K | 0.00% | −9,823−27.5% | Reduced |
| EPG Wealth Management LLC | 25,765 | $820.3K | 0.31% | −3,842−13.0% | Reduced |
| Quantbot Technologies LP | 25,276 | $804.8K | 0.06% | +25,276 | New |
| EWG Elevate Inc. | 25,261 | $804.3K | 0.41% | −39−0.2% | Reduced |
| Teacher Retirement System of Texas | 25,084 | $799.0K | 0.01% | +5,386+27.3% | Added |
| DekaBank Deutsche Girozentrale | 24,863 | $791.0K | 0.00% | −3,657−12.8% | Reduced |
| Dimensional Fund Advisors LP | 24,366 | $776.0K | 0.00% | −2,513−9.3% | Reduced |
| ICA Group Wealth Management, LLC | 24,091 | $767.1K | 0.18% | −103,695−81.1% | Reduced |
| Sigma Planning Corp | 24,061 | $766.1K | 0.03% | +3,316+16.0% | Added |
| Soltis Investment Advisors LLC | 23,880 | $760.3K | 0.10% | −327−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 23,355 | $744.0K | 0.01% | +10,662+84.0% | Added |
| Apeiron RIA LLC | 22,498 | $716.3K | 0.27% | −6,202−21.6% | Reduced |
| Castleview Partners, LLC | 22,055 | $702.2K | 0.68% | +36+0.2% | Added |
| IHT Wealth Management, LLC | 21,995 | $700.3K | 0.04% | −37−0.2% | Reduced |
| American Century Companies Inc | 21,574 | $686.9K | 0.00% | +12,157+129.1% | Added |
| TownSquare Capital, LLC | 21,413 | $681.8K | 0.02% | +6,331+42.0% | Added |
| HighTower Advisors, LLC | 21,043 | $669.0K | 0.00% | −1,353−6.0% | Reduced |
| SG Americas Securities, LLC | 20,906 | $666.0K | 0.01% | −28,898−58.0% | Reduced |
| Standard Life Aberdeen plc | 20,902 | $665.5K | 0.00% | −5,771−21.6% | Reduced |
| Virginia Retirement Systems Et Al | 20,600 | $655.9K | 0.01% | −1,100−5.1% | Reduced |
| PEAK6 Investments LLC | 20,559 | $654.6K | 0.04% | +20,559 | New |
| Johnson Midwest Financial, LLC | 20,501 | $653.0K | 2.39% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $633.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $630.9K | 0.16% | +19,816 | New |
| Amalgamated Bank | 19,272 | $614.0K | 0.01% | +314+1.7% | Added |
| StrategIQ Financial Group, LLC | 18,708 | $595.7K | 0.07% | +2,914+18.5% | Added |
| Foundations Investment Advisors, LLC | 18,685 | $594.9K | 0.02% | −2,831−13.2% | Reduced |
| AQR Capital Management LLC | 18,570 | $591.3K | 0.00% | +3,155+20.5% | Added |
| Hendershot Investments Inc. | 17,655 | $562.1K | 0.09% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,364 | $552.9K | 0.01% | +2,110+13.8% | Added |
| Mission Wealth Management, LP | 17,153 | $546.2K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17,094 | $544.3K | 0.06% | +17,094 | New |
| Marcum Wealth, LLC | 16,666 | $530.6K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16,469 | $524.4K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 16,237 | $517.0K | 0.00% | −4,123−20.3% | Reduced |
| Jefferies Financial Group Inc. | 16,213 | $516.2K | 0.01% | +16,213 | New |
| DuPont Capital Management Corp | 15,609 | $497.0K | 0.02% | −1,320−7.8% | Reduced |
| Acorn Financial Advisory Services Inc | 15,437 | $491.5K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,134 | $482.0K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 15,109 | $481.1K | 0.02% | +15,109 | New |
| ProShare Advisors LLC | 15,078 | $480.1K | 0.00% | +2,162+16.7% | Added |
| Russell Investments Group, Ltd. | 14,798 | $471.2K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,546 | $463.1K | 0.00% | −6,685−31.5% | Reduced |
| Jane Street Group, LLC | 14,527 | $462.5K | 0.00% | +2,752+23.4% | Added |
| Northwestern Mutual Wealth Management Co | 14,489 | $461.3K | 0.00% | +1,238+9.3% | Added |
| Smart Money Group LLC | 14,305 | $455.0K | 0.24% | +129+0.9% | Added |
| Principal Financial Group Inc | 14,076 | $448.2K | 0.00% | −2,827−16.7% | Reduced |
| FJ Capital Management LLC | 14,004 | $445.9K | 0.05% | −8,996−39.1% | Reduced |
| Retirement Financial Solutions, LLC | 13,493 | $429.6K | 0.36% | +13,493 | New |
| BancorpSouth Bank | 13,395 | $426.5K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,243 | $421.7K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 13,166 | $419.2K | 0.04% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 13,090 | $416.8K | 0.23% | +13,090 | New |