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, Q1 2023
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2023. 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
- 347
- +12 vs. Q4 2022
- Shares held
- 83.7M
- −361.3K (−0.4%) vs. Q4 2022
- Total value
- $2.73B
- +$54.5M (+2.0%) vs. Q4 2022
- New holders
- 45
- 98 more added
- Sold out
- 33
- 128 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,453,610 | $569.3M | 0.01% | +355,990+2.1% | Added |
| BlackRock Inc. | 10,968,111 | $357.8M | 0.01% | −170,744−1.5% | Reduced |
| Wellington Management Group LLP | 9,049,894 | $295.2M | 0.06% | −188,612−2.0% | Reduced |
| Massachusetts Financial Services Co | 5,926,306 | $193.3M | 0.07% | +19,243+0.3% | Added |
| State Street Corp | 4,795,535 | $156.9M | 0.01% | +151,796+3.3% | Added |
| FMR LLC | 4,517,835 | $147.4M | 0.01% | −1,181,037−20.7% | Reduced |
| Geode Capital Management, LLC | 2,525,064 | $82.4M | 0.01% | +99,756+4.1% | Added |
| Charles Schwab Investment Management Inc | 1,501,091 | $49.0M | 0.01% | +79,119+5.6% | Added |
| Northern Trust Corp | 1,334,251 | $43.5M | 0.01% | −15,612−1.2% | Reduced |
| Millennium Management LLC | 946,021 | $30.9M | 0.04% | +224,422+31.1% | Added |
| Nuveen Asset Management, LLC | 855,598 | $27.9M | 0.01% | −55,889−6.1% | Reduced |
| Legal & General Group Plc | 826,183 | $27.0M | 0.01% | +120,901+17.1% | Added |
| Norges Bank | 771,781 | $25.2M | 0.01% | +629,777+443.5% | Added |
| Morgan Stanley | 766,681 | $25.0M | 0.00% | +48,684+6.8% | Added |
| Janus Henderson Group PLC | 761,758 | $24.8M | 0.02% | −218,052−22.3% | Reduced |
| JPMorgan Chase & Co | 739,169 | $24.1M | 0.00% | +110,875+17.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 673,626 | $22.0M | 0.11% | −69,983−9.4% | Reduced |
| Cetera Advisors LLC | 643,745 | $21.0M | 0.35% | −73,629−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 637,516 | $20.7M | 0.04% | −68,536−9.7% | Reduced |
| UBS Asset Management Americas Inc | 623,502 | $20.3M | 0.01% | +11,637+1.9% | Added |
| Holocene Advisors, LP | 569,287 | $18.6M | 0.09% | −19,638−3.3% | Reduced |
| Bank of New York Mellon Corp | 556,053 | $18.1M | 0.00% | −16,843−2.9% | Reduced |
| Aew Capital Management L P | 514,580 | $16.8M | 0.63% | +514,580 | New |
| Cetera Investment Advisers | 474,277 | $15.5M | 0.14% | −22,759−4.6% | Reduced |
| Alliancebernstein L.P. | 466,262 | $15.2M | 0.01% | −97,766−17.3% | Reduced |
| Cetera Advisor Networks LLC | 400,812 | $13.1M | 0.10% | −103,375−20.5% | Reduced |
| Point72 Asset Management, L.P. | 358,197 | $11.7M | 0.04% | +358,197 | New |
| AE Wealth Management LLC | 323,317 | $10.5M | 0.07% | −1,460−0.4% | Reduced |
| Mercer Global Advisors Inc | 319,155 | $10.4M | 0.05% | −7,164−2.2% | Reduced |
| Nordea Investment Management AB | 318,503 | $10.2M | 0.01% | +318,503 | New |
| Deutsche Bank AG | 303,223 | $9.89M | 0.01% | +22,913+8.2% | Added |
| Renaissance Technologies LLC | 281,700 | $9.19M | 0.01% | +17,700+6.7% | Added |
| Commonwealth Equity Services, LLC | 272,056 | $8.87M | 0.02% | −10,232−3.6% | Reduced |
| LPL Financial LLC | 266,966 | $8.71M | 0.01% | −60,404−18.5% | Reduced |
| Credit Suisse AG | 262,369 | $8.56M | 0.01% | +125,711+92.0% | Added |
| Swiss National Bank | 252,700 | $8.24M | 0.01% | −29,100−10.3% | Reduced |
| Asset Management One Co.,Ltd. | 251,087 | $8.19M | 0.04% | +67,498+36.8% | Added |
| McAdam, LLC | 244,903 | $7.99M | 0.72% | +244,903 | New |
| Invesco Ltd. | 241,949 | $7.89M | 0.00% | +23,266+10.6% | Added |
| Mariner, LLC | 239,228 | $7.80M | 0.02% | −3,086−1.3% | Reduced |
| B&I Capital AG | 228,865 | $7.47M | 2.47% | −10,400−4.3% | Reduced |
| Colony Group LLC | 226,156 | $7.38M | 0.11% | −26,412−10.5% | Reduced |
| Independent Financial Group, LLC | 207,120 | $6.76M | 0.54% | −5,871−2.8% | Reduced |
| First Foundation Advisors | 186,377 | $6.08M | 0.28% | −61,345−24.8% | Reduced |
| Dimensional Fund Advisors LP | 180,302 | $5.88M | 0.00% | +155,936+640.0% | Added |
| Macquarie Group Ltd | 178,014 | $5.84M | 0.01% | +1,129+0.6% | Added |
| Rhumbline Advisers | 178,671 | $5.83M | 0.01% | +1,506+0.9% | Added |
| Goldman Sachs Group Inc | 173,343 | $5.65M | 0.00% | +30,956+21.7% | Added |
| First Trust Advisors LP | 173,282 | $5.65M | 0.01% | −182,347−51.3% | Reduced |
| Voloridge Investment Management, LLC | 171,653 | $5.60M | 0.03% | +45,303+35.9% | Added |
| Ameritas Advisory Services, LLC | 161,434 | $5.17M | 0.26% | −83,335−34.0% | Reduced |
| Westwood Holdings Group Inc. | 156,000 | $5.09M | 0.05% | +76,000+95.0% | Added |
| California State Teachers Retirement System | 146,468 | $4.78M | 0.01% | −1,848−1.2% | Reduced |
| FirstPurpose Wealth LLC | 137,234 | $4.48M | 2.21% | −14,253−9.4% | Reduced |
| SEI Investments Co | 136,360 | $4.45M | 0.01% | +136,360 | New |
| RMR Wealth Builders | 135,821 | $4.44M | 0.84% | −4,732−3.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 132,918 | $4.34M | 0.00% | +2,372+1.8% | Added |
| Envestnet Asset Management Inc | 130,626 | $4.26M | 0.00% | −15,743−10.8% | Reduced |
| Koshinski Asset Management, Inc. | 124,736 | $4.07M | 0.40% | −2,958−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 122,600 | $4.00M | 0.02% | +3,540+3.0% | Added |
| Susquehanna International Group, LLP | 115,747 | $3.78M | 0.01% | +14,264+14.1% | Added |
| Prime Capital Investment Advisors, LLC | 115,612 | $3.77M | 0.16% | −157,968−57.7% | Reduced |
| Kestra Advisory Services, LLC | 112,528 | $3.67M | 0.04% | −3,534−3.0% | Reduced |
| Amundi | 98,609 | $3.15M | 0.00% | −10,265−9.4% | Reduced |
| UBS Group AG | 94,018 | $3.07M | 0.00% | +44,159+88.6% | Added |
| Arkadios Wealth Advisors | 92,468 | $3.02M | 0.36% | +3,108+3.5% | Added |
| O'Dell Group, LLC | 92,247 | $3.01M | 0.97% | −4,964−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 92,105 | $3.00M | 0.21% | −19,095−17.2% | Reduced |
| Centaurus Financial, Inc. | 91,381 | $2.98M | 0.24% | −1,657−1.8% | Reduced |
| Barclays PLC | 90,168 | $2.94M | 0.00% | +33,926+60.3% | Added |
| Beck Capital Management, LLC | 86,341 | $2.82M | 1.20% | −4,155−4.6% | Reduced |
| STRS Ohio | 84,695 | $2.76M | 0.01% | −58,595−40.9% | Reduced |
| Money Concepts Capital Corp | 83,587 | $2.74M | 0.15% | −29,525−26.1% | Reduced |
| National Asset Management, Inc. | 81,247 | $2.66M | 0.07% | −19,640−19.5% | Reduced |
| Greenland Capital Management LP | 79,490 | $2.59M | 0.31% | +49,779+167.5% | Added |
| Putnam Investments LLC | 79,308 | $2.59M | 0.00% | −53,635−40.3% | Reduced |
| My Legacy Advisors, LLC | 80,584 | $2.57M | 1.10% | 00.0% | Unchanged |
| Bank of America Corp | 76,629 | $2.50M | 0.00% | +9,008+13.3% | Added |
| HSBC Holdings PLC | 76,119 | $2.47M | 0.00% | +25,522+50.4% | Added |
| California Public Employees Retirement System | 73,842 | $2.41M | 0.00% | +73,842 | New |
| Harbour Investments, Inc. | 73,367 | $2.39M | 0.13% | −4,014−5.2% | Reduced |
| Integrated Advisors Network LLC | 72,275 | $2.36M | 0.14% | −3,972−5.2% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.27M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,643 | $2.27M | 0.00% | −5,805−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 68,986 | $2.25M | 0.03% | +14,523+26.7% | Added |
| Brinker Capital Investments, LLC | 68,986 | $2.25M | 0.03% | +68,986 | New |
| Atria Wealth Solutions, Inc. | 67,449 | $2.20M | 0.03% | −180−0.3% | Reduced |
| Advisory Resource Group | 66,220 | $2.16M | 0.61% | 00.0% | Unchanged |
| CWM, LLC | 65,936 | $2.15M | 0.01% | −11,976−15.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,925 | $2.15M | 0.01% | +6,170+10.3% | Added |
| Geneos Wealth Management Inc. | 64,342 | $2.10M | 0.13% | +26,730+71.1% | Added |
| Teachers Retirement System of the State of Kentucky | 64,129 | $2.09M | 0.02% | −11,949−15.7% | Reduced |
| Barber Financial Group, Inc. | 63,782 | $2.08M | 0.37% | −2,682−4.0% | Reduced |
| SG Americas Securities, LLC | 63,581 | $2.07M | 0.03% | +42,675+204.1% | Added |
| Citigroup Inc | 63,557 | $2.07M | 0.00% | +9,607+17.8% | Added |
| Qube Research & Technologies Ltd | 62,515 | $2.04M | 0.01% | +12,953+26.1% | Added |
| MetLife Investment Management | 62,464 | $2.04M | 0.01% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 62,000 | $2.02M | 0.02% | −957,292−93.9% | Reduced |
| Cresset Asset Management, LLC | 61,748 | $2.02M | 0.04% | −75,045−54.9% | Reduced |
| New York State Common Retirement Fund | 61,809 | $2.02M | 0.00% | −24,796−28.6% | Reduced |