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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 30,648 | $1.00M | 0.00% | −500−1.6% | Reduced |
| Cerity Partners LLC | 31,919 | $1.04M | 0.00% | +2,042+6.8% | Added |
| Coppell Advisory Solutions LLC | 33,243 | $1.05M | 0.36% | +2,683+8.8% | Added |
| Coppell Advisory Solutions Corp. | 33,243 | $1.05M | 0.36% | +2,683+8.8% | Added |
| InterOcean Capital Group, LLC | 32,405 | $1.06M | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 32,407 | $1.06M | 0.03% | −2,942−8.3% | Reduced |
| Wells Fargo & Company | 32,904 | $1.07M | 0.00% | +28,609+666.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.08M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 33,270 | $1.08M | 0.00% | −1,980−5.6% | Reduced |
| Arizona State Retirement System | 33,930 | $1.11M | 0.01% | +1,000+3.0% | Added |
| Pictet Asset Management SA | 33,931 | $1.11M | 0.00% | −14,694−30.2% | Reduced |
| LDR Capital Management LLC | 34,597 | $1.13M | 0.74% | −46,334−57.3% | Reduced |
| Daiwa Securities Group Inc. | 35,781 | $1.17M | 0.01% | +4,276+13.6% | Added |
| Spire Wealth Management | 36,555 | $1.19M | 0.05% | +910+2.6% | Added |
| Twinbeech Capital LP | 36,836 | $1.20M | 0.02% | +36,836 | New |
| Curi Capital | 37,994 | $1.24M | 0.18% | −3,559−8.6% | Reduced |
| Ensign Peak Advisors, Inc | 40,650 | $1.33M | 0.00% | +5,150+14.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,957 | $1.34M | 0.01% | +1,214+3.1% | Added |
| Employees Retirement System of Texas | 41,000 | $1.34M | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 41,092 | $1.34M | 0.07% | +1,631+4.1% | Added |
| Accel Wealth Management | 41,624 | $1.36M | 0.56% | +1,593+4.0% | Added |
| Outlook Wealth Advisors, LLC | 42,050 | $1.37M | 0.61% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 44,017 | $1.44M | 0.01% | +5,625+14.7% | Added |
| Voya Investment Management LLC | 44,437 | $1.45M | 0.00% | +67+0.2% | Added |
| Victory Capital Management Inc | 44,497 | $1.45M | 0.00% | −468−1.0% | Reduced |
| Kalos Management, Inc. | 45,197 | $1.47M | 2.96% | −743−1.6% | Reduced |
| GWM Advisors LLC | 45,213 | $1.47M | 0.02% | −5,363−10.6% | Reduced |
| Cooper Financial Group | 45,648 | $1.49M | 0.40% | −381−0.8% | Reduced |
| Citadel Advisors LLC | 45,836 | $1.50M | 0.00% | −284,522−86.1% | Reduced |
| Ausdal Financial Partners, Inc. | 46,395 | $1.51M | 0.21% | +2,729+6.2% | Added |
| Price T Rowe Associates Inc | 46,387 | $1.51M | 0.00% | +2,760+6.3% | Added |
| Mutual Advisors, LLC | 46,482 | $1.52M | 0.06% | +68+0.1% | Added |
| Manufacturers Life Insurance Company, The | 46,712 | $1.52M | 0.00% | +259+0.6% | Added |
| D. E. Shaw & Co., Inc. | 47,048 | $1.53M | 0.00% | +47,048 | New |
| Raymond James Financial Services Advisors, Inc. | 48,956 | $1.60M | 0.00% | −4,886−9.1% | Reduced |
| Resources Investment Advisors, LLC. | 49,565 | $1.62M | 0.04% | −2,582−5.0% | Reduced |
| Brookstone Capital Management | 52,570 | $1.66M | 0.03% | −8,383−13.8% | Reduced |
| Teacher Retirement System of Texas | 51,048 | $1.67M | 0.01% | +25,964+103.5% | Added |
| Bell Bank | 51,841 | $1.69M | 0.18% | −1,979−3.7% | Reduced |
| Creative Planning | 52,062 | $1.70M | 0.00% | +131+0.3% | Added |
| Evercore Wealth Management, LLC | 52,156 | $1.70M | 0.03% | −5,000−8.7% | Reduced |
| Calton & Associates, Inc. | 53,695 | $1.75M | 0.81% | −5,256−8.9% | Reduced |
| Well Done, LLC | 54,459 | $1.78M | 0.38% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 55,439 | $1.81M | 0.00% | +1,241+2.3% | Added |
| Stratos Wealth Partners, LTD. | 55,796 | $1.82M | 0.05% | +160.0% | Added |
| American International Group, Inc. | 56,553 | $1.84M | 0.01% | +1,125+2.0% | Added |
| State of Alaska, Department of Revenue | 60,674 | $1.98M | 0.02% | +1,738+2.9% | Added |
| New York State Common Retirement Fund | 61,809 | $2.02M | 0.00% | −24,796−28.6% | Reduced |
| Cresset Asset Management, LLC | 61,748 | $2.02M | 0.04% | −75,045−54.9% | Reduced |
| Centersquare Investment Management LLC | 62,000 | $2.02M | 0.02% | −957,292−93.9% | Reduced |
| MetLife Investment Management | 62,464 | $2.04M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 62,515 | $2.04M | 0.01% | +12,953+26.1% | Added |
| Citigroup Inc | 63,557 | $2.07M | 0.00% | +9,607+17.8% | Added |
| SG Americas Securities, LLC | 63,581 | $2.07M | 0.03% | +42,675+204.1% | Added |
| Barber Financial Group, Inc. | 63,782 | $2.08M | 0.37% | −2,682−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,129 | $2.09M | 0.02% | −11,949−15.7% | Reduced |
| Geneos Wealth Management Inc. | 64,342 | $2.10M | 0.13% | +26,730+71.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,925 | $2.15M | 0.01% | +6,170+10.3% | Added |
| CWM, LLC | 65,936 | $2.15M | 0.01% | −11,976−15.4% | Reduced |
| Advisory Resource Group | 66,220 | $2.16M | 0.61% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 67,449 | $2.20M | 0.03% | −180−0.3% | 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 |
| Royal Bank of Canada | 69,643 | $2.27M | 0.00% | −5,805−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 69,727 | $2.27M | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 72,275 | $2.36M | 0.14% | −3,972−5.2% | Reduced |
| Harbour Investments, Inc. | 73,367 | $2.39M | 0.13% | −4,014−5.2% | Reduced |
| California Public Employees Retirement System | 73,842 | $2.41M | 0.00% | +73,842 | New |
| HSBC Holdings PLC | 76,119 | $2.47M | 0.00% | +25,522+50.4% | Added |
| Bank of America Corp | 76,629 | $2.50M | 0.00% | +9,008+13.3% | Added |
| My Legacy Advisors, LLC | 80,584 | $2.57M | 1.10% | 00.0% | Unchanged |
| Putnam Investments LLC | 79,308 | $2.59M | 0.00% | −53,635−40.3% | Reduced |
| Greenland Capital Management LP | 79,490 | $2.59M | 0.31% | +49,779+167.5% | Added |
| National Asset Management, Inc. | 81,247 | $2.66M | 0.07% | −19,640−19.5% | Reduced |
| Money Concepts Capital Corp | 83,587 | $2.74M | 0.15% | −29,525−26.1% | Reduced |
| STRS Ohio | 84,695 | $2.76M | 0.01% | −58,595−40.9% | Reduced |
| Beck Capital Management, LLC | 86,341 | $2.82M | 1.20% | −4,155−4.6% | Reduced |
| Barclays PLC | 90,168 | $2.94M | 0.00% | +33,926+60.3% | Added |
| Centaurus Financial, Inc. | 91,381 | $2.98M | 0.24% | −1,657−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 92,105 | $3.00M | 0.21% | −19,095−17.2% | Reduced |
| O'Dell Group, LLC | 92,247 | $3.01M | 0.97% | −4,964−5.1% | Reduced |
| Arkadios Wealth Advisors | 92,468 | $3.02M | 0.36% | +3,108+3.5% | Added |
| UBS Group AG | 94,018 | $3.07M | 0.00% | +44,159+88.6% | Added |
| Amundi | 98,609 | $3.15M | 0.00% | −10,265−9.4% | Reduced |
| Kestra Advisory Services, LLC | 112,528 | $3.67M | 0.04% | −3,534−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 115,612 | $3.77M | 0.16% | −157,968−57.7% | Reduced |
| Susquehanna International Group, LLP | 115,747 | $3.78M | 0.01% | +14,264+14.1% | Added |
| Nomura Asset Management Co Ltd | 122,600 | $4.00M | 0.02% | +3,540+3.0% | Added |
| Koshinski Asset Management, Inc. | 124,736 | $4.07M | 0.40% | −2,958−2.3% | Reduced |
| Envestnet Asset Management Inc | 130,626 | $4.26M | 0.00% | −15,743−10.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 132,918 | $4.34M | 0.00% | +2,372+1.8% | Added |
| RMR Wealth Builders | 135,821 | $4.44M | 0.84% | −4,732−3.4% | Reduced |
| SEI Investments Co | 136,360 | $4.45M | 0.01% | +136,360 | New |
| FirstPurpose Wealth LLC | 137,234 | $4.48M | 2.21% | −14,253−9.4% | Reduced |
| California State Teachers Retirement System | 146,468 | $4.78M | 0.01% | −1,848−1.2% | Reduced |
| Westwood Holdings Group Inc. | 156,000 | $5.09M | 0.05% | +76,000+95.0% | Added |
| Ameritas Advisory Services, LLC | 161,434 | $5.17M | 0.26% | −83,335−34.0% | Reduced |
| Voloridge Investment Management, LLC | 171,653 | $5.60M | 0.03% | +45,303+35.9% | Added |
| First Trust Advisors LP | 173,282 | $5.65M | 0.01% | −182,347−51.3% | Reduced |
| Goldman Sachs Group Inc | 173,343 | $5.65M | 0.00% | +30,956+21.7% | Added |