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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 60,674 | $1.98M | 0.02% | +1,738+2.9% | Added |
| American International Group, Inc. | 56,553 | $1.84M | 0.01% | +1,125+2.0% | Added |
| Stratos Wealth Partners, LTD. | 55,796 | $1.82M | 0.05% | +160.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 55,439 | $1.81M | 0.00% | +1,241+2.3% | Added |
| Well Done, LLC | 54,459 | $1.78M | 0.38% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 53,695 | $1.75M | 0.81% | −5,256−8.9% | Reduced |
| Evercore Wealth Management, LLC | 52,156 | $1.70M | 0.03% | −5,000−8.7% | Reduced |
| Creative Planning | 52,062 | $1.70M | 0.00% | +131+0.3% | Added |
| Bell Bank | 51,841 | $1.69M | 0.18% | −1,979−3.7% | Reduced |
| Teacher Retirement System of Texas | 51,048 | $1.67M | 0.01% | +25,964+103.5% | Added |
| Brookstone Capital Management | 52,570 | $1.66M | 0.03% | −8,383−13.8% | Reduced |
| Resources Investment Advisors, LLC. | 49,565 | $1.62M | 0.04% | −2,582−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,956 | $1.60M | 0.00% | −4,886−9.1% | Reduced |
| D. E. Shaw & Co., Inc. | 47,048 | $1.53M | 0.00% | +47,048 | New |
| Manufacturers Life Insurance Company, The | 46,712 | $1.52M | 0.00% | +259+0.6% | Added |
| Mutual Advisors, LLC | 46,482 | $1.52M | 0.06% | +68+0.1% | Added |
| Price T Rowe Associates Inc | 46,387 | $1.51M | 0.00% | +2,760+6.3% | Added |
| Ausdal Financial Partners, Inc. | 46,395 | $1.51M | 0.21% | +2,729+6.2% | Added |
| Citadel Advisors LLC | 45,836 | $1.50M | 0.00% | −284,522−86.1% | Reduced |
| Cooper Financial Group | 45,648 | $1.49M | 0.40% | −381−0.8% | Reduced |
| GWM Advisors LLC | 45,213 | $1.47M | 0.02% | −5,363−10.6% | Reduced |
| Kalos Management, Inc. | 45,197 | $1.47M | 2.96% | −743−1.6% | Reduced |
| Victory Capital Management Inc | 44,497 | $1.45M | 0.00% | −468−1.0% | Reduced |
| Voya Investment Management LLC | 44,437 | $1.45M | 0.00% | +67+0.2% | Added |
| Nisa Investment Advisors, LLC | 44,017 | $1.44M | 0.01% | +5,625+14.7% | Added |
| Outlook Wealth Advisors, LLC | 42,050 | $1.37M | 0.61% | 00.0% | Unchanged |
| Accel Wealth Management | 41,624 | $1.36M | 0.56% | +1,593+4.0% | Added |
| Belpointe Asset Management LLC | 41,092 | $1.34M | 0.07% | +1,631+4.1% | Added |
| Employees Retirement System of Texas | 41,000 | $1.34M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,957 | $1.34M | 0.01% | +1,214+3.1% | Added |
| Ensign Peak Advisors, Inc | 40,650 | $1.33M | 0.00% | +5,150+14.5% | Added |
| Curi Capital | 37,994 | $1.24M | 0.18% | −3,559−8.6% | Reduced |
| Twinbeech Capital LP | 36,836 | $1.20M | 0.02% | +36,836 | New |
| Spire Wealth Management | 36,555 | $1.19M | 0.05% | +910+2.6% | Added |
| Daiwa Securities Group Inc. | 35,781 | $1.17M | 0.01% | +4,276+13.6% | Added |
| LDR Capital Management LLC | 34,597 | $1.13M | 0.74% | −46,334−57.3% | Reduced |
| Pictet Asset Management SA | 33,931 | $1.11M | 0.00% | −14,694−30.2% | Reduced |
| Arizona State Retirement System | 33,930 | $1.11M | 0.01% | +1,000+3.0% | Added |
| Thrivent Financial for Lutherans | 33,270 | $1.08M | 0.00% | −1,980−5.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.08M | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,904 | $1.07M | 0.00% | +28,609+666.1% | Added |
| Vident Investment Advisory, LLC | 32,407 | $1.06M | 0.03% | −2,942−8.3% | Reduced |
| InterOcean Capital Group, LLC | 32,405 | $1.06M | 0.04% | 00.0% | Unchanged |
| 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 |
| Cerity Partners LLC | 31,919 | $1.04M | 0.00% | +2,042+6.8% | Added |
| Janney Montgomery Scott LLC | 30,648 | $1.00M | 0.00% | −500−1.6% | Reduced |
| Financial Partners Group, Inc | 30,564 | $997.0K | 0.22% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,339 | $989.7K | 0.00% | +15,812+108.8% | Added |
| Virginia Retirement Systems Et Al | 30,100 | $981.9K | 0.01% | +9,500+46.1% | Added |
| Cipher Capital LP | 28,930 | $943.7K | 0.17% | +28,930 | New |
| Advantage Alpha Capital Partners LP | 28,845 | $940.9K | 0.20% | +28,845 | New |
| Raymond James & Associates | 28,407 | $926.6K | 0.00% | +179+0.6% | Added |
| DekaBank Deutsche Girozentrale | 29,398 | $926.0K | 0.00% | +4,535+18.2% | Added |
| Bank of Montreal | 28,103 | $917.3K | 0.00% | +28,103 | New |
| M Holdings Securities, Inc. | 27,445 | $889.0K | 0.09% | −17−0.1% | Reduced |
| American Century Companies Inc | 27,010 | $881.1K | 0.00% | +5,436+25.2% | Added |
| Capital Asset Advisory Services LLC | 26,628 | $868.6K | 0.06% | −4,866−15.5% | Reduced |
| Kovack Advisors, Inc. | 26,456 | $863.0K | 0.12% | −1,529−5.5% | Reduced |
| FJ Capital Management LLC | 25,652 | $836.8K | 0.10% | +11,648+83.2% | Added |
| Susquehanna Fundamental Investments, LLC | 25,370 | $827.6K | 0.02% | −5,726−18.4% | Reduced |
| Beacon Capital Management, LLC | 25,306 | $825.5K | 0.24% | −3,538−12.3% | Reduced |
| Alyeska Investment Group, L.P. | 25,287 | $824.9K | 0.01% | +25,287 | New |
| EWG Elevate Inc. | 25,261 | $824.0K | 0.35% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,459 | $797.9K | 0.02% | +3,046+14.2% | Added |
| EPG Wealth Management LLC | 24,121 | $786.8K | 0.25% | −1,644−6.4% | Reduced |
| Cornercap Investment Counsel Inc | 23,560 | $768.5K | 0.14% | +23,560 | New |
| HighTower Advisors, LLC | 22,832 | $742.0K | 0.00% | +1,789+8.5% | Added |
| Balyasny Asset Management LLC | 22,738 | $741.7K | 0.00% | +22,738 | New |
| Natixis Advisors, L.P. | 22,546 | $735.0K | 0.00% | +22,546 | New |
| Standard Life Aberdeen plc | 21,997 | $717.5K | 0.00% | +1,095+5.2% | Added |
| Apeiron RIA LLC | 22,008 | $711.7K | 0.24% | −490−2.2% | Reduced |
| IHT Wealth Management, LLC | 21,460 | $700.0K | 0.04% | −535−2.4% | Reduced |
| Soltis Investment Advisors LLC | 21,134 | $689.4K | 0.09% | −2,746−11.5% | Reduced |
| Johnson Midwest Financial, LLC | 20,501 | $668.7K | 0.96% | 00.0% | Unchanged |
| Castleview Partners, LLC | 20,386 | $665.0K | 0.59% | −1,669−7.6% | Reduced |
| Vaughan David Investments LLC | 19,882 | $649.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $646.4K | 0.16% | 00.0% | Unchanged |
| Sigma Planning Corp | 19,713 | $643.0K | 0.02% | −4,348−18.1% | Reduced |
| StrategIQ Financial Group, LLC | 19,161 | $625.0K | 0.07% | +453+2.4% | Added |
| Perpetual Ltd | 19,090 | $622.7K | 0.01% | +19,090 | New |
| ICA Group Wealth Management, LLC | 18,989 | $619.4K | 0.15% | −5,102−21.2% | Reduced |
| Foundations Investment Advisors, LLC | 18,685 | $609.5K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,364 | $566.4K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,242 | $562.4K | 0.00% | −20,957−54.9% | Reduced |
| Mission Wealth Management, LP | 17,153 | $559.5K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 16,610 | $542.0K | 0.00% | −2,662−13.8% | Reduced |
| Continuum Advisory, LLC | 16,532 | $539.3K | 0.09% | +63+0.4% | Added |
| Marcum Wealth, LLC | 16,226 | $529.3K | 0.07% | −440−2.6% | Reduced |
| DuPont Capital Management Corp | 15,782 | $514.8K | 0.02% | +173+1.1% | Added |
| Hendershot Investments Inc. | 15,647 | $510.4K | 0.09% | −2,008−11.4% | Reduced |
| Handelsbanken Fonder AB | 15,600 | $509.0K | 0.00% | +5,100+48.6% | Added |
| Squarepoint Ops LLC | 15,596 | $508.7K | 0.00% | +15,596 | New |
| Acorn Financial Advisory Services Inc | 15,437 | $503.6K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,263 | $497.9K | 0.10% | +15,263 | New |
| Public Employees Retirement Association of Colorado | 15,134 | $494.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,817 | $483.3K | 0.00% | −3,753−20.2% | Reduced |
| State of Wisconsin Investment Board | 14,753 | $481.2K | 0.00% | +207+1.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 14,173 | $462.3K | 0.21% | +7,586+115.2% | Added |
| ProShare Advisors LLC | 13,791 | $449.9K | 0.00% | −1,287−8.5% | Reduced |