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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
Russell Investments Group, Ltd.1,994$65.0K0.00%−12,804−86.5%Reduced
Steward Partners Investment Advisory, LLC1,815$59.2K0.00%00.0%Unchanged
Central Trust Co1,730$56.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,580$51.5K0.00%00.0%Unchanged
Creative Financial Designs Inc1,562$51.0K0.01%−93−5.6%Reduced
Richard W. Paul & Associates, LLC1,562$50.9K0.02%00.0%Unchanged
Venturi Wealth Management, LLC1,473$48.0K0.00%+1,473New
EverSource Wealth Advisors, LLC1,360$44.4K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,333$43.6K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC1,331$43.4K0.02%00.0%Unchanged
Smithfield Trust Co1,249$41.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,263$41.0K0.02%00.0%Unchanged
Buck Wealth Strategies, LLC1,225$40.0K0.02%+1,225New
IFP Advisors, Inc1,404$39.1K0.00%−67,180−98.0%Reduced
Silicon Valley Capital Partners1,124$36.7K0.01%+9+0.8%Added
Pinnacle Bancorp, Inc.1,111$36.2K0.01%00.0%Unchanged
Covestor Ltd1,028$34.0K0.03%−1−0.1%Reduced
Tradewinds Capital Management, LLC1,000$32.6K0.01%−777−43.7%Reduced
Johnson Financial Group, Inc.997$32.6K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC999$32.6K0.00%−209−17.3%Reduced
Hexagon Capital Partners LLC967$31.5K0.01%00.0%Unchanged
Kozak & Associates, Inc.924$30.1K0.01%00.0%Unchanged
Clearstead Advisors, LLC881$28.7K0.00%00.0%Unchanged
Hollencrest Capital Management869$28.3K0.00%00.0%Unchanged
Rise Advisors, LLC866$28.3K0.02%+7+0.8%Added
Quadrant Capital Group LLC778$25.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.753$24.0K0.00%−12−1.6%Reduced
Jackson, Grant Investment Advisers, Inc.716$23.4K0.01%00.0%Unchanged
Tri-Star Advisors Inc.716$23.4K0.34%+716New
Farmers & Merchants Investments Inc699$22.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC680$21.7K0.01%00.0%Unchanged
Retirement Group, LLC647$21.0K0.01%00.0%Unchanged
Ancora Advisors, LLC624$20.4K0.00%00.0%Unchanged
Annapolis Financial Services, LLC591$19.3K0.01%00.0%Unchanged
True Wealth Design, LLC501$16.4K0.01%+1+0.2%Added
FNY Investment Advisers, LLC400$13.0K0.02%+400New
SOA Wealth Advisors, LLC.332$10.8K0.00%00.0%Unchanged
Ci Investments Inc.312$10.0K0.00%+22+7.6%Added
Public Employees Retirement System of Ohio279$9.00K0.00%+279New
Abound Wealth Management201$6.55K0.00%+1+0.5%Added
TCI Wealth Advisors, Inc.189$6.17K0.00%+189New
AlphaMark Advisors, LLC154$5.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC122$3.98K0.00%00.0%Unchanged
Sittner & Nelson, LLC70$2.28K0.00%+70New
Signaturefd, LLC40$1.30K0.00%+1+2.6%Added
Bell Investment Advisors, Inc17$5550.00%00.0%Unchanged
Huntington National Bank1$330.00%−139−99.3%Reduced
Stonebridge Capital Advisors LLC0$00.00%−445−100.0%Sold out
Granite Investment Partners, LLC0$00.00%−137,399−100.0%Sold out
Stifel Financial Corp0$00.00%−91,974−100.0%Sold out
Atom Investors LP0$00.00%−43,438−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−34,000−100.0%Sold out
Capital Analysts, LLC0$00.00%−28,362−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−23,355−100.0%Sold out
PEAK6 Investments LLC0$00.00%−20,559−100.0%Sold out
Truist Financial Corp0$00.00%−16,237−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−16,213−100.0%Sold out
BKD Wealth Advisors, LLC0$00.00%−15,109−100.0%Sold out
Jump Financial, LLC0$00.00%−12,301−100.0%Sold out
Triumph Capital Management0$00.00%−10,985−100.0%Sold out
Stableford Capital II LLC0$00.00%−10,529−100.0%Sold out
Aigen Investment Management, LP0$00.00%−10,428−100.0%Sold out
Fifth Third Bancorp0$00.00%−9,668−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−7,830−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−7,698−100.0%Sold out
World Equity Group, Inc.0$00.00%−7,564−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−6,716−100.0%Sold out
Quantamental Technologies LLC0$00.00%−6,608−100.0%Sold out
KC Investment Advisors, LLC0$00.00%−6,457−100.0%Sold out
GoalVest Advisory LLC0$00.00%−6,457−100.0%Sold out
RWM Asset Management, LLC0$00.00%−4,339−100.0%Sold out
Luken Investment Analytics, LLC0$00.00%−3,294−100.0%Sold out
FWL Investment Management, LLC0$00.00%−1,591−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−1,326−100.0%Sold out
WFA of San Diego, LLC0$00.00%−816−100.0%Sold out
Coastal Capital Group, Inc.0$00.00%−666−100.0%Sold out
First Personal Financial Services0$00.00%−522−100.0%Sold out
Leelyn Smith, LLC0$00.00%−333−100.0%Sold out
Colonial Trust Co0$00.00%−250−100.0%Sold out
Group One Trading, L.P.0$00.00%−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