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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, 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.

Institutional holdersQ1 2023: 347 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 heldQ1 2023: $2.73B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2022.

Institutions holding PECO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp8,582$279.9K0.00%+3,940+84.9%Added
Cable Hill Partners, LLC8,584$280.8K0.05%00.0%Unchanged
Baker Tilly Wealth Management, LLC8,688$283.4K0.03%+1,585+22.3%Added
Two Sigma Securities, LLC8,751$285.5K0.02%+8,751New
Ellevest, Inc.8,877$289.6K0.02%+23+0.3%Added
Two Sigma Investments, LP9,000$293.6K0.00%+9,000New
MCF Advisors LLC9,035$294.9K0.03%−2,527−21.9%Reduced
Axxcess Wealth Management, LLC9,227$301.0K0.02%−470−4.8%Reduced
Pinnacle Financial Partners Inc9,267$302.3K0.01%00.0%Unchanged
Carmel Capital Partners, LLC9,295$303.2K0.18%−1,445−13.5%Reduced
Empower Advisory Group, LLC9,344$303.8K0.00%+9,344New
Independent Advisor Alliance9,478$309.2K0.01%+9,478New
Quantbot Technologies LP9,499$309.9K0.02%−15,777−62.4%Reduced
Metropolitan Life Insurance Co9,941$324.3K0.02%−879−8.1%Reduced
M&T Bank Corp10,044$327.6K0.00%+11+0.1%Added
Regal Investment Advisors LLC10,156$331.3K0.03%−239−2.3%Reduced
Integrated Wealth Concepts LLC10,246$334.0K0.01%+10,246New
Moloney Securities Asset Management, LLC10,377$338.5K0.06%+10,377New
Clark Capital Management Group, Inc.10,456$341.1K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.10,530$343.5K0.19%00.0%Unchanged
Midwest Financial Group LLC10,545$344.0K0.32%+10,545New
Northwestern Mutual Wealth Management Co10,601$345.8K0.00%−3,888−26.8%Reduced
Sheaff Brock Investment Advisors, LLC10,731$350.1K0.04%+26+0.2%Added
Vivaldi Capital Management, LLC10,790$352.0K0.11%00.0%Unchanged
Ignite Planners, LLC11,363$362.3K0.15%00.0%Unchanged
Ameritas Investment Partners, Inc.11,197$365.2K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC11,217$365.9K0.01%−292−2.5%Reduced
Kayne Anderson Rudnick Investment Management LLC11,308$368.9K0.00%00.0%Unchanged
Glassman Wealth Services11,326$369.5K0.06%00.0%Unchanged
Change Path, LLC11,577$378.0K0.02%−259−2.2%Reduced
Retirement Financial Solutions, LLC11,892$387.9K0.31%−1,601−11.9%Reduced
State Board of Administration of Florida Retirement System11,900$388.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.11,910$388.5K0.19%+76+0.6%Added
Proequities, Inc.12,232$400.1K0.03%00.0%Unchanged
LexAurum Advisors, LLC12,278$400.5K0.13%−63−0.5%Reduced
Fox Run Management, L.L.C.12,366$403.4K0.13%+12,366New
Alpha Omega Group, Inc.12,401$404.5K0.80%00.0%Unchanged
Beaird Harris Wealth Management, LLC12,478$407.0K0.07%00.0%Unchanged
Revisor Wealth Management LLC12,489$407.4K0.37%+12,489New
Nissay Asset Management Corp12,495$407.6K0.00%+128+1.0%Added
Van Eck Associates Corp12,813$418.0K0.00%+664+5.5%Added
Principal Financial Group Inc12,916$421.3K0.00%−1,160−8.2%Reduced
Demars Financial Group, LLC12,970$423.1K0.23%−120−0.9%Reduced
United Capital Financial Advisers, LLC13,072$426.4K0.00%−12,848−49.6%Reduced
GenTrust, LLC13,166$430.7K0.03%00.0%Unchanged
Smart Money Group LLC13,798$435.2K0.22%−507−3.5%Reduced
BancorpSouth Bank13,395$436.9K0.04%00.0%Unchanged
ProShare Advisors LLC13,791$449.9K0.00%−1,287−8.5%Reduced
Oliver Lagore Vanvalin Investment Group14,173$462.3K0.21%+7,586+115.2%Added
State of Wisconsin Investment Board14,753$481.2K0.00%+207+1.4%Added
AQR Capital Management LLC14,817$483.3K0.00%−3,753−20.2%Reduced
Public Employees Retirement Association of Colorado15,134$494.0K0.00%00.0%Unchanged
PFG Investments, LLC15,263$497.9K0.10%+15,263New
Acorn Financial Advisory Services Inc15,437$503.6K0.10%00.0%Unchanged
Squarepoint Ops LLC15,596$508.7K0.00%+15,596New
Handelsbanken Fonder AB15,600$509.0K0.00%+5,100+48.6%Added
Hendershot Investments Inc.15,647$510.4K0.09%−2,008−11.4%Reduced
DuPont Capital Management Corp15,782$514.8K0.02%+173+1.1%Added
Marcum Wealth, LLC16,226$529.3K0.07%−440−2.6%Reduced
Continuum Advisory, LLC16,532$539.3K0.09%+63+0.4%Added
Amalgamated Bank16,610$542.0K0.00%−2,662−13.8%Reduced
Mission Wealth Management, LP17,153$559.5K0.02%00.0%Unchanged
Ameriprise Financial Inc17,242$562.4K0.00%−20,957−54.9%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd17,364$566.4K0.01%00.0%Unchanged
Foundations Investment Advisors, LLC18,685$609.5K0.02%00.0%Unchanged
ICA Group Wealth Management, LLC18,989$619.4K0.15%−5,102−21.2%Reduced
Perpetual Ltd19,090$622.7K0.01%+19,090New
StrategIQ Financial Group, LLC19,161$625.0K0.07%+453+2.4%Added
Sigma Planning Corp19,713$643.0K0.02%−4,348−18.1%Reduced
Fiduciary Alliance LLC19,816$646.4K0.16%00.0%Unchanged
Vaughan David Investments LLC19,882$649.0K0.02%00.0%Unchanged
Castleview Partners, LLC20,386$665.0K0.59%−1,669−7.6%Reduced
Johnson Midwest Financial, LLC20,501$668.7K0.96%00.0%Unchanged
Soltis Investment Advisors LLC21,134$689.4K0.09%−2,746−11.5%Reduced
IHT Wealth Management, LLC21,460$700.0K0.04%−535−2.4%Reduced
Apeiron RIA LLC22,008$711.7K0.24%−490−2.2%Reduced
Standard Life Aberdeen plc21,997$717.5K0.00%+1,095+5.2%Added
Natixis Advisors, L.P.22,546$735.0K0.00%+22,546New
Balyasny Asset Management LLC22,738$741.7K0.00%+22,738New
HighTower Advisors, LLC22,832$742.0K0.00%+1,789+8.5%Added
Cornercap Investment Counsel Inc23,560$768.5K0.14%+23,560New
EPG Wealth Management LLC24,121$786.8K0.25%−1,644−6.4%Reduced
TownSquare Capital, LLC24,459$797.9K0.02%+3,046+14.2%Added
EWG Elevate Inc.25,261$824.0K0.35%00.0%Unchanged
Alyeska Investment Group, L.P.25,287$824.9K0.01%+25,287New
Beacon Capital Management, LLC25,306$825.5K0.24%−3,538−12.3%Reduced
Susquehanna Fundamental Investments, LLC25,370$827.6K0.02%−5,726−18.4%Reduced
FJ Capital Management LLC25,652$836.8K0.10%+11,648+83.2%Added
Kovack Advisors, Inc.26,456$863.0K0.12%−1,529−5.5%Reduced
Capital Asset Advisory Services LLC26,628$868.6K0.06%−4,866−15.5%Reduced
American Century Companies Inc27,010$881.1K0.00%+5,436+25.2%Added
M Holdings Securities, Inc.27,445$889.0K0.09%−17−0.1%Reduced
Bank of Montreal28,103$917.3K0.00%+28,103New
DekaBank Deutsche Girozentrale29,398$926.0K0.00%+4,535+18.2%Added
Raymond James & Associates28,407$926.6K0.00%+179+0.6%Added
Advantage Alpha Capital Partners LP28,845$940.9K0.20%+28,845New
Cipher Capital LP28,930$943.7K0.17%+28,930New
Virginia Retirement Systems Et Al30,100$981.9K0.01%+9,500+46.1%Added
Jane Street Group, LLC30,339$989.7K0.00%+15,812+108.8%Added
Financial Partners Group, Inc30,564$997.0K0.22%00.0%Unchanged