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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
BancorpSouth Bank13,395$436.9K0.04%00.0%Unchanged
Smart Money Group LLC13,798$435.2K0.22%−507−3.5%Reduced
GenTrust, LLC13,166$430.7K0.03%00.0%Unchanged
United Capital Financial Advisers, LLC13,072$426.4K0.00%−12,848−49.6%Reduced
Demars Financial Group, LLC12,970$423.1K0.23%−120−0.9%Reduced
Principal Financial Group Inc12,916$421.3K0.00%−1,160−8.2%Reduced
Van Eck Associates Corp12,813$418.0K0.00%+664+5.5%Added
Nissay Asset Management Corp12,495$407.6K0.00%+128+1.0%Added
Revisor Wealth Management LLC12,489$407.4K0.37%+12,489New
Beaird Harris Wealth Management, LLC12,478$407.0K0.07%00.0%Unchanged
Alpha Omega Group, Inc.12,401$404.5K0.80%00.0%Unchanged
Fox Run Management, L.L.C.12,366$403.4K0.13%+12,366New
LexAurum Advisors, LLC12,278$400.5K0.13%−63−0.5%Reduced
Proequities, Inc.12,232$400.1K0.03%00.0%Unchanged
Raleigh Capital Management Inc.11,910$388.5K0.19%+76+0.6%Added
State Board of Administration of Florida Retirement System11,900$388.2K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC11,892$387.9K0.31%−1,601−11.9%Reduced
Change Path, LLC11,577$378.0K0.02%−259−2.2%Reduced
Glassman Wealth Services11,326$369.5K0.06%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,308$368.9K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC11,217$365.9K0.01%−292−2.5%Reduced
Ameritas Investment Partners, Inc.11,197$365.2K0.01%00.0%Unchanged
Ignite Planners, LLC11,363$362.3K0.15%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$352.0K0.11%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC10,731$350.1K0.04%+26+0.2%Added
Northwestern Mutual Wealth Management Co10,601$345.8K0.00%−3,888−26.8%Reduced
Midwest Financial Group LLC10,545$344.0K0.32%+10,545New
Comprehensive Financial Consultants Institutional, Inc.10,530$343.5K0.19%00.0%Unchanged
Clark Capital Management Group, Inc.10,456$341.1K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC10,377$338.5K0.06%+10,377New
Integrated Wealth Concepts LLC10,246$334.0K0.01%+10,246New
Regal Investment Advisors LLC10,156$331.3K0.03%−239−2.3%Reduced
M&T Bank Corp10,044$327.6K0.00%+11+0.1%Added
Metropolitan Life Insurance Co9,941$324.3K0.02%−879−8.1%Reduced
Quantbot Technologies LP9,499$309.9K0.02%−15,777−62.4%Reduced
Independent Advisor Alliance9,478$309.2K0.01%+9,478New
Empower Advisory Group, LLC9,344$303.8K0.00%+9,344New
Carmel Capital Partners, LLC9,295$303.2K0.18%−1,445−13.5%Reduced
Pinnacle Financial Partners Inc9,267$302.3K0.01%00.0%Unchanged
Axxcess Wealth Management, LLC9,227$301.0K0.02%−470−4.8%Reduced
MCF Advisors LLC9,035$294.9K0.03%−2,527−21.9%Reduced
Two Sigma Investments, LP9,000$293.6K0.00%+9,000New
Ellevest, Inc.8,877$289.6K0.02%+23+0.3%Added
Two Sigma Securities, LLC8,751$285.5K0.02%+8,751New
Baker Tilly Wealth Management, LLC8,688$283.4K0.03%+1,585+22.3%Added
Cable Hill Partners, LLC8,584$280.8K0.05%00.0%Unchanged
US Bancorp8,582$279.9K0.00%+3,940+84.9%Added
First Heartland Consultants, Inc.8,438$275.2K0.04%−1,006−10.7%Reduced
Prudential Financial Inc8,375$273.2K0.00%−35−0.4%Reduced
Pittenger & Anderson Inc8,372$273.1K0.01%00.0%Unchanged
Truadvice, LLC8,575$270.5K0.11%+8,575New
Peak Asset Management, LLC8,214$267.9K0.07%00.0%Unchanged
Savant Capital, LLC8,186$267.0K0.00%+8+0.1%Added
FLC Capital Advisors7,991$260.7K0.08%−2,924−26.8%Reduced
MML Investors Services, LLC7,934$259.0K0.00%+732+10.2%Added
B.O.S.S. Retirement Advisors, LLC7,820$255.1K0.06%+962+14.0%Added
International Assets Investment Management, LLC7,675$250.4K0.04%−9,419−55.1%Reduced
Vestcor Inc7,665$250.0K0.01%00.0%Unchanged
Plotkin Financial Advisors, LLC7,643$249.3K0.23%00.0%Unchanged
FORA Capital, LLC7,587$247.5K0.02%+7,587New
Coldstream Capital Management Inc7,570$246.9K0.01%00.0%Unchanged
Mackenzie Financial Corp7,562$246.7K0.00%+10.0%Added
Rehmann Capital Advisory Group7,544$246.1K0.02%00.0%Unchanged
Foundry Partners, LLC7,505$244.8K0.02%−2,450−24.6%Reduced
Blair William & Co7,464$243.5K0.00%+259+3.6%Added
Accurate Wealth Management, LLC7,534$240.2K0.08%−842−10.1%Reduced
Xponance, Inc.7,313$238.6K0.00%+53+0.7%Added
Lion Street Advisors, LLC7,256$236.7K0.07%+7,256New
Fisher Asset Management, LLC7,161$233.6K0.00%00.0%Unchanged
Gladstone Institutional Advisory LLC7,156$233.4K0.02%+400+5.9%Added
Global Wealth Management Investment Advisory, Inc.7,014$228.8K0.07%−2,108−23.1%Reduced
First Republic Investment Management, Inc.6,880$224.4K0.00%−6,363−48.0%Reduced
StoneX Group Inc.6,804$222.6K0.02%−242−3.4%Reduced
Laird Norton Trust Company, LLC6,800$222.4K0.03%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC6,800$221.8K0.02%+6,800New
Monograph Wealth Advisors, LLC6,638$217.2K0.05%00.0%Unchanged
Allspring Global Investments Holdings, LLC6,551$213.7K0.00%−1,039−13.7%Reduced
Engineers Gate Manager LP6,464$210.9K0.01%+6,464New
We Are One Seven, LLC6,439$210.0K0.01%−166−2.5%Reduced
Kula Investments, LLC6,339$206.8K0.05%+6,339New
Allen Capital Group, LLC6,334$206.6K0.04%+6,334New
Sound Income Strategies, LLC6,303$205.6K0.02%+6,303New
Three Bridge Wealth Advisors, LLC6,231$203.8K0.09%+6,231New
WealthPLAN Partners, LLC6,050$197.4K0.02%−666−9.9%Reduced
Gradient Investments LLC5,189$169.3K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC5,129$167.0K0.06%−2,652−34.1%Reduced
Advisory Services Network, LLC4,557$148.7K0.00%−1,286−22.0%Reduced
Larson Financial Group LLC4,495$146.6K0.02%−294−6.1%Reduced
Migdal Insurance & Financial Holdings Ltd.3,934$125.0K0.00%+1,775+82.2%Added
Allworth Financial LP3,762$122.7K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC3,655$119.2K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.3,531$115.2K0.00%−2,762−43.9%Reduced
Tower Research Capital LLC (TRC)3,287$107.0K0.00%+2,614+388.4%Added
Harvest Fund Management Co., Ltd3,139$102.0K0.02%00.0%Unchanged
Beacon Capital Management, Inc.3,015$98.3K0.00%00.0%Unchanged
Lazard Asset Management LLC2,717$88.0K0.00%00.0%Unchanged
Canton Hathaway, LLC2,506$82.0K0.03%−5,737−69.6%Reduced
Whittier Trust Co2,500$81.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,574$78.3K0.00%+2,574New
Newbridge Financial Services Group, Inc.2,017$65.8K0.03%−13−0.6%Reduced