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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 178,671 | $5.83M | 0.01% | +1,506+0.9% | Added |
| Macquarie Group Ltd | 178,014 | $5.84M | 0.01% | +1,129+0.6% | Added |
| Dimensional Fund Advisors LP | 180,302 | $5.88M | 0.00% | +155,936+640.0% | Added |
| First Foundation Advisors | 186,377 | $6.08M | 0.28% | −61,345−24.8% | Reduced |
| Independent Financial Group, LLC | 207,120 | $6.76M | 0.54% | −5,871−2.8% | Reduced |
| Colony Group LLC | 226,156 | $7.38M | 0.11% | −26,412−10.5% | Reduced |
| B&I Capital AG | 228,865 | $7.47M | 2.47% | −10,400−4.3% | Reduced |
| Mariner, LLC | 239,228 | $7.80M | 0.02% | −3,086−1.3% | Reduced |
| Invesco Ltd. | 241,949 | $7.89M | 0.00% | +23,266+10.6% | Added |
| McAdam, LLC | 244,903 | $7.99M | 0.72% | +244,903 | New |
| Asset Management One Co.,Ltd. | 251,087 | $8.19M | 0.04% | +67,498+36.8% | Added |
| Swiss National Bank | 252,700 | $8.24M | 0.01% | −29,100−10.3% | Reduced |
| Credit Suisse AG | 262,369 | $8.56M | 0.01% | +125,711+92.0% | Added |
| LPL Financial LLC | 266,966 | $8.71M | 0.01% | −60,404−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 272,056 | $8.87M | 0.02% | −10,232−3.6% | Reduced |
| Renaissance Technologies LLC | 281,700 | $9.19M | 0.01% | +17,700+6.7% | Added |
| Deutsche Bank AG | 303,223 | $9.89M | 0.01% | +22,913+8.2% | Added |
| Nordea Investment Management AB | 318,503 | $10.2M | 0.01% | +318,503 | New |
| Mercer Global Advisors Inc | 319,155 | $10.4M | 0.05% | −7,164−2.2% | Reduced |
| AE Wealth Management LLC | 323,317 | $10.5M | 0.07% | −1,460−0.4% | Reduced |
| Point72 Asset Management, L.P. | 358,197 | $11.7M | 0.04% | +358,197 | New |
| Cetera Advisor Networks LLC | 400,812 | $13.1M | 0.10% | −103,375−20.5% | Reduced |
| Alliancebernstein L.P. | 466,262 | $15.2M | 0.01% | −97,766−17.3% | Reduced |
| Cetera Investment Advisers | 474,277 | $15.5M | 0.14% | −22,759−4.6% | Reduced |
| Aew Capital Management L P | 514,580 | $16.8M | 0.63% | +514,580 | New |
| Bank of New York Mellon Corp | 556,053 | $18.1M | 0.00% | −16,843−2.9% | Reduced |
| Holocene Advisors, LP | 569,287 | $18.6M | 0.09% | −19,638−3.3% | Reduced |
| UBS Asset Management Americas Inc | 623,502 | $20.3M | 0.01% | +11,637+1.9% | Added |
| Advisor Group Holdings, Inc. | 637,516 | $20.7M | 0.04% | −68,536−9.7% | Reduced |
| Cetera Advisors LLC | 643,745 | $21.0M | 0.35% | −73,629−10.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 673,626 | $22.0M | 0.11% | −69,983−9.4% | Reduced |
| JPMorgan Chase & Co | 739,169 | $24.1M | 0.00% | +110,875+17.6% | Added |
| Janus Henderson Group PLC | 761,758 | $24.8M | 0.02% | −218,052−22.3% | Reduced |
| Morgan Stanley | 766,681 | $25.0M | 0.00% | +48,684+6.8% | Added |
| Norges Bank | 771,781 | $25.2M | 0.01% | +629,777+443.5% | Added |
| Legal & General Group Plc | 826,183 | $27.0M | 0.01% | +120,901+17.1% | Added |
| Nuveen Asset Management, LLC | 855,598 | $27.9M | 0.01% | −55,889−6.1% | Reduced |
| Millennium Management LLC | 946,021 | $30.9M | 0.04% | +224,422+31.1% | Added |
| Northern Trust Corp | 1,334,251 | $43.5M | 0.01% | −15,612−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,501,091 | $49.0M | 0.01% | +79,119+5.6% | Added |
| Geode Capital Management, LLC | 2,525,064 | $82.4M | 0.01% | +99,756+4.1% | Added |
| FMR LLC | 4,517,835 | $147.4M | 0.01% | −1,181,037−20.7% | Reduced |
| State Street Corp | 4,795,535 | $156.9M | 0.01% | +151,796+3.3% | Added |
| Massachusetts Financial Services Co | 5,926,306 | $193.3M | 0.07% | +19,243+0.3% | Added |
| Wellington Management Group LLP | 9,049,894 | $295.2M | 0.06% | −188,612−2.0% | Reduced |
| BlackRock Inc. | 10,968,111 | $357.8M | 0.01% | −170,744−1.5% | Reduced |
| Vanguard Group Inc | 17,453,610 | $569.3M | 0.01% | +355,990+2.1% | Added |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −137,399−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −91,974−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −43,438−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −28,362−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,355−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −20,559−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −16,237−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,109−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,301−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −9,668−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −7,698−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −7,564−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Bank of the West | – | – | – | – | Not filed |
| Gallagher Benefit Services, Inc. | – | – | – | – | Not filed |
| F3Logic, LLC | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |