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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 1,562 | $49.7K | 0.03% | +1,562 | New |
| EverSource Wealth Advisors, LLC | 1,360 | $43.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $42.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,331 | $42.4K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,326 | $42.0K | 0.00% | +1,300+5,000.0% | Added |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,208 | $38.5K | 0.00% | −88−6.8% | Reduced |
| Silicon Valley Capital Partners | 1,115 | $35.5K | 0.01% | +1,115 | New |
| Pinnacle Bancorp, Inc. | 1,111 | $35.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,048 | $33.4K | 0.00% | +1,048 | New |
| Covestor Ltd | 1,029 | $33.0K | 0.03% | −3−0.3% | Reduced |
| Johnson Financial Group, Inc. | 997 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $30.8K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $29.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 881 | $28.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 869 | $27.7K | 0.00% | +869 | New |
| Rise Advisors, LLC | 859 | $27.4K | 0.02% | +8+0.9% | Added |
| WFA of San Diego, LLC | 816 | $26.0K | 0.02% | +816 | New |
| Quadrant Capital Group LLC | 778 | $24.8K | 0.00% | +504+183.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $22.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 699 | $22.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 673 | $22.0K | 0.00% | −6,048−90.0% | Reduced |
| FinTrust Capital Advisors, LLC | 680 | $21.7K | 0.01% | 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 |
| Ancora Advisors, LLC | 624 | $20.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $18.8K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 666 | $18.7K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 522 | $16.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $15.9K | 0.01% | +500 | New |
| Stonebridge Capital Advisors LLC | 445 | $14.2K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 333 | $10.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 332 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 290 | $9.00K | 0.00% | +290 | New |
| Colonial Trust Co | 250 | $7.96K | 0.00% | +250 | New |
| Group One Trading, L.P. | 243 | $7.74K | 0.00% | −27,388−99.1% | Reduced |
| Abound Wealth Management | 200 | $6.35K | 0.00% | +2+1.0% | Added |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 140 | $4.46K | 0.00% | −43−23.5% | Reduced |
| Aspire Private Capital, LLC | 122 | $3.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 39 | $1.24K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 17 | $541 | 0.00% | −112−86.8% | Reduced |
| McAdam, LLC | 0 | $0 | 0.00% | −271,413−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −58,701−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −54,061−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −43,336−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −43,119−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −37,882−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −28,770−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −28,512−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −28,181−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −17,067−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,328−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −15,731−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| German American Bancorp, Inc. | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −9,676−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −9,478−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,381−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −7,730−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,152−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Chandler Asset Management, Inc. | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| ACG Wealth | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |