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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
Laurel Wealth Advisors, Inc.12,756$406.0K0.04%−151−1.2%Reduced
Beaird Harris Wealth Management, LLC12,478$397.3K0.07%00.0%Unchanged
Alpha Omega Group, Inc.12,401$394.8K0.56%+1,632+15.2%Added
Nissay Asset Management Corp12,367$393.8K0.00%+639+5.4%Added
LexAurum Advisors, LLC12,341$392.9K0.14%00.0%Unchanged
Jump Financial, LLC12,301$391.7K0.02%+12,301New
Proequities, Inc.12,232$390.6K0.03%+358+3.0%Added
Van Eck Associates Corp12,149$387.0K0.00%+5,396+79.9%Added
Personal Capital Advisors Corp11,990$381.8K0.00%+2,091+21.1%Added
Ignite Planners, LLC11,363$380.1K0.16%−44−0.4%Reduced
State Board of Administration of Florida Retirement System11,900$378.9K0.00%+11,900New
Change Path, LLC11,836$377.0K0.02%−1,547−11.6%Reduced
Raleigh Capital Management Inc.11,834$376.8K0.20%+85+0.7%Added
MCF Advisors LLC11,562$368.1K0.04%00.0%Unchanged
Beacon Pointe Advisors, LLC11,509$366.4K0.01%−4,558−28.4%Reduced
Ameritas Investment Partners, Inc.11,197$364.3K0.01%00.0%Unchanged
Bank of the West11,442$364.3K0.04%00.0%Unchanged
Glassman Wealth Services11,326$360.6K0.07%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,308$360.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.10,530$356.0K0.22%−4,229−28.7%Reduced
Triumph Capital Management10,985$350.8K0.19%+10,985New
FLC Capital Advisors10,915$347.5K0.11%−2,176−16.6%Reduced
Vivaldi Capital Management, LLC10,790$344.5K0.09%00.0%Unchanged
Metropolitan Life Insurance Co10,820$344.5K0.02%−50.0%Reduced
Carmel Capital Partners, LLC10,740$342.0K0.24%−5,153−32.4%Reduced
Sheaff Brock Investment Advisors, LLC10,705$340.8K0.04%+32+0.3%Added
Stableford Capital II LLC10,529$336.2K0.18%00.0%Unchanged
Handelsbanken Fonder AB10,500$334.0K0.00%00.0%Unchanged
Clark Capital Management Group, Inc.10,456$332.9K0.00%00.0%Unchanged
Aigen Investment Management, LP10,428$332.0K0.05%−4,791−31.5%Reduced
Regal Investment Advisors LLC10,395$331.0K0.03%−2,337−18.4%Reduced
M&T Bank Corp10,033$319.5K0.00%00.0%Unchanged
Foundry Partners, LLC9,955$317.0K0.02%−230−2.3%Reduced
Axxcess Wealth Management, LLC9,697$308.8K0.03%00.0%Unchanged
Fifth Third Bancorp9,668$307.8K0.00%−3,724−27.8%Reduced
First Heartland Consultants, Inc.9,444$300.7K0.05%+350+3.8%Added
Pinnacle Financial Partners Inc9,267$295.1K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.9,122$290.4K0.09%+9,122New
Ellevest, Inc.8,854$281.9K0.02%+95+1.1%Added
Cable Hill Partners, LLC8,584$273.3K0.05%+579+7.2%Added
Prudential Financial Inc8,410$267.8K0.00%+205+2.5%Added
Pittenger & Anderson Inc8,372$266.6K0.01%+8,372New
Accurate Wealth Management, LLC8,376$265.8K0.10%−3,449−29.2%Reduced
Canton Hathaway, LLC8,243$262.0K0.09%−501−5.7%Reduced
Peak Asset Management, LLC8,214$261.5K0.07%00.0%Unchanged
Lighthouse Investment Partners, LLC7,830$249.3K0.05%+7,830New
RE Dickinson Investment Advisors, LLC7,781$248.0K0.10%−319−3.9%Reduced
Avantax Advisory Services, Inc.7,698$245.1K0.00%−243−3.1%Reduced
Vestcor Inc7,665$244.0K0.01%−26,945−77.9%Reduced
Plotkin Financial Advisors, LLC7,643$243.4K0.25%−318−4.0%Reduced
Allspring Global Investments Holdings, LLC7,590$241.7K0.00%−166−2.1%Reduced
Coldstream Capital Management Inc7,570$241.0K0.01%+7,570New
World Equity Group, Inc.7,564$240.8K0.06%−771−9.3%Reduced
Mackenzie Financial Corp7,561$240.7K0.00%−1,559−17.1%Reduced
Rehmann Capital Advisory Group7,544$240.2K0.02%−1,143−13.2%Reduced
Savant Capital, LLC8,178$232.2K0.01%+887+12.2%Added
Xponance, Inc.7,260$231.2K0.00%+7,260New
WealthPlan Investment Management, LLC6,716$230.1K0.02%−916−12.0%Reduced
WealthPLAN Partners, LLC6,716$230.0K0.02%+6,716New
Blair William & Co7,205$229.4K0.00%−140−1.9%Reduced
MML Investors Services, LLC7,202$229.0K0.00%+7+0.1%Added
Fisher Asset Management, LLC7,161$228.0K0.00%00.0%Unchanged
Baker Tilly Wealth Management, LLC7,103$226.2K0.03%+7,103New
StoneX Group Inc.7,046$225.0K0.03%+7,046New
B.O.S.S. Retirement Advisors, LLC6,858$218.4K0.06%+6,858New
Laird Norton Trust Company, LLC6,800$217.1K0.03%+6,800New
Gallagher Benefit Services, Inc.6,800$216.5K0.05%+6,800New
F3Logic, LLC6,800$216.5K0.05%+6,800New
Gladstone Institutional Advisory LLC6,756$215.1K0.02%+6,756New
Monograph Wealth Advisors, LLC6,638$212.0K0.06%+6,638New
Quantamental Technologies LLC6,608$210.4K0.10%+6,608New
We Are One Seven, LLC6,605$210.3K0.02%+6,605New
ARGI Investment Services, LLC6,590$210.0K0.01%+6,590New
Oliver Lagore Vanvalin Investment Group6,587$209.7K0.12%−3,773−36.4%Reduced
KC Investment Advisors, LLC6,457$206.0K0.19%+6,457New
GoalVest Advisory LLC6,457$205.6K0.13%+6,457New
The PNC Financial Services Group, Inc.6,293$200.4K0.00%+2,960+88.8%Added
Advisory Services Network, LLC5,843$186.0K0.01%−3,510−37.5%Reduced
Gradient Investments LLC5,189$165.2K0.01%00.0%Unchanged
Larson Financial Group LLC4,789$152.5K0.02%−996−17.2%Reduced
US Bancorp4,642$147.8K0.00%+3,642+364.2%Added
RWM Asset Management, LLC4,339$138.2K0.03%+333+8.3%Added
Wells Fargo & Company4,295$136.8K0.00%−2,695−38.6%Reduced
Allworth Financial LP3,762$119.8K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC3,655$116.4K0.03%−877−19.4%Reduced
Luken Investment Analytics, LLC3,294$104.9K0.07%+3,294New
Harvest Fund Management Co., Ltd3,139$100.0K0.03%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.3,070$97.7K0.11%+3,070New
Beacon Capital Management, Inc.3,015$96.0K0.00%00.0%Unchanged
Lazard Asset Management LLC2,717$86.0K0.00%00.0%Unchanged
Whittier Trust Co2,500$79.6K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.2,159$69.0K0.00%+2,159New
Newbridge Financial Services Group, Inc.2,030$64.6K0.04%−996−32.9%Reduced
GWM Advisors LLC50,576$59.9K0.00%+1,200+2.4%Added
Steward Partners Investment Advisory, LLC1,815$57.8K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC1,777$56.6K0.03%+777+77.7%Added
Central Trust Co1,730$55.1K0.00%00.0%Unchanged
Creative Financial Designs Inc1,655$52.7K0.01%+9+0.5%Added
FWL Investment Management, LLC1,591$50.7K0.04%+1,591New
AdvisorNet Financial, Inc1,580$50.3K0.00%00.0%Unchanged