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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $33 | 0.00% | −139−99.3% | Reduced |
| Bell Investment Advisors, Inc | 17 | $555 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $1.30K | 0.00% | +1+2.6% | Added |
| Sittner & Nelson, LLC | 70 | $2.28K | 0.00% | +70 | New |
| Aspire Private Capital, LLC | 122 | $3.98K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $6.17K | 0.00% | +189 | New |
| Abound Wealth Management | 201 | $6.55K | 0.00% | +1+0.5% | Added |
| Public Employees Retirement System of Ohio | 279 | $9.00K | 0.00% | +279 | New |
| Ci Investments Inc. | 312 | $10.0K | 0.00% | +22+7.6% | Added |
| SOA Wealth Advisors, LLC. | 332 | $10.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.02% | +400 | New |
| True Wealth Design, LLC | 501 | $16.4K | 0.01% | +1+0.2% | Added |
| Annapolis Financial Services, LLC | 591 | $19.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $20.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $21.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $21.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 699 | $22.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 716 | $23.4K | 0.34% | +716 | New |
| Ronald Blue Trust, Inc. | 753 | $24.0K | 0.00% | −12−1.6% | Reduced |
| Quadrant Capital Group LLC | 778 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 866 | $28.3K | 0.02% | +7+0.8% | Added |
| Hollencrest Capital Management | 869 | $28.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 881 | $28.7K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $30.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $31.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 999 | $32.6K | 0.00% | −209−17.3% | Reduced |
| Johnson Financial Group, Inc. | 997 | $32.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $32.6K | 0.01% | −777−43.7% | Reduced |
| Covestor Ltd | 1,028 | $34.0K | 0.03% | −1−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,111 | $36.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,124 | $36.7K | 0.01% | +9+0.8% | Added |
| IFP Advisors, Inc | 1,404 | $39.1K | 0.00% | −67,180−98.0% | Reduced |
| Buck Wealth Strategies, LLC | 1,225 | $40.0K | 0.02% | +1,225 | New |
| Smithfield Trust Co | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $41.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,331 | $43.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $43.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,360 | $44.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $48.0K | 0.00% | +1,473 | New |
| Richard W. Paul & Associates, LLC | 1,562 | $50.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,562 | $51.0K | 0.01% | −93−5.6% | Reduced |
| AdvisorNet Financial, Inc | 1,580 | $51.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,730 | $56.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $59.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,994 | $65.0K | 0.00% | −12,804−86.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,017 | $65.8K | 0.03% | −13−0.6% | Reduced |
| Global Retirement Partners, LLC | 2,574 | $78.3K | 0.00% | +2,574 | New |
| Whittier Trust Co | 2,500 | $81.5K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,506 | $82.0K | 0.03% | −5,737−69.6% | Reduced |
| Lazard Asset Management LLC | 2,717 | $88.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $98.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,139 | $102.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,287 | $107.0K | 0.00% | +2,614+388.4% | Added |
| The PNC Financial Services Group, Inc. | 3,531 | $115.2K | 0.00% | −2,762−43.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,655 | $119.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,762 | $122.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,934 | $125.0K | 0.00% | +1,775+82.2% | Added |
| Larson Financial Group LLC | 4,495 | $146.6K | 0.02% | −294−6.1% | Reduced |
| Advisory Services Network, LLC | 4,557 | $148.7K | 0.00% | −1,286−22.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 5,129 | $167.0K | 0.06% | −2,652−34.1% | Reduced |
| Gradient Investments LLC | 5,189 | $169.3K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 6,050 | $197.4K | 0.02% | −666−9.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,231 | $203.8K | 0.09% | +6,231 | New |
| Sound Income Strategies, LLC | 6,303 | $205.6K | 0.02% | +6,303 | New |
| Allen Capital Group, LLC | 6,334 | $206.6K | 0.04% | +6,334 | New |
| Kula Investments, LLC | 6,339 | $206.8K | 0.05% | +6,339 | New |
| We Are One Seven, LLC | 6,439 | $210.0K | 0.01% | −166−2.5% | Reduced |
| Engineers Gate Manager LP | 6,464 | $210.9K | 0.01% | +6,464 | New |
| Allspring Global Investments Holdings, LLC | 6,551 | $213.7K | 0.00% | −1,039−13.7% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $217.2K | 0.05% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,800 | $221.8K | 0.02% | +6,800 | New |
| Laird Norton Trust Company, LLC | 6,800 | $222.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 6,804 | $222.6K | 0.02% | −242−3.4% | Reduced |
| First Republic Investment Management, Inc. | 6,880 | $224.4K | 0.00% | −6,363−48.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $228.8K | 0.07% | −2,108−23.1% | Reduced |
| Gladstone Institutional Advisory LLC | 7,156 | $233.4K | 0.02% | +400+5.9% | Added |
| Fisher Asset Management, LLC | 7,161 | $233.6K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,256 | $236.7K | 0.07% | +7,256 | New |
| Xponance, Inc. | 7,313 | $238.6K | 0.00% | +53+0.7% | Added |
| Accurate Wealth Management, LLC | 7,534 | $240.2K | 0.08% | −842−10.1% | Reduced |
| Blair William & Co | 7,464 | $243.5K | 0.00% | +259+3.6% | Added |
| Foundry Partners, LLC | 7,505 | $244.8K | 0.02% | −2,450−24.6% | Reduced |
| Rehmann Capital Advisory Group | 7,544 | $246.1K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,562 | $246.7K | 0.00% | +10.0% | Added |
| Coldstream Capital Management Inc | 7,570 | $246.9K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,587 | $247.5K | 0.02% | +7,587 | New |
| Plotkin Financial Advisors, LLC | 7,643 | $249.3K | 0.23% | 00.0% | Unchanged |
| Vestcor Inc | 7,665 | $250.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,675 | $250.4K | 0.04% | −9,419−55.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,820 | $255.1K | 0.06% | +962+14.0% | Added |
| MML Investors Services, LLC | 7,934 | $259.0K | 0.00% | +732+10.2% | Added |
| FLC Capital Advisors | 7,991 | $260.7K | 0.08% | −2,924−26.8% | Reduced |
| Savant Capital, LLC | 8,186 | $267.0K | 0.00% | +8+0.1% | Added |
| Peak Asset Management, LLC | 8,214 | $267.9K | 0.07% | 00.0% | Unchanged |
| Truadvice, LLC | 8,575 | $270.5K | 0.11% | +8,575 | New |
| Pittenger & Anderson Inc | 8,372 | $273.1K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,375 | $273.2K | 0.00% | −35−0.4% | Reduced |
| First Heartland Consultants, Inc. | 8,438 | $275.2K | 0.04% | −1,006−10.7% | Reduced |