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, Q2 2023
Institutional positions in Phillips Edison & Company, Inc. as of Jun 30, 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
- 365
- +22 vs. Q1 2023
- Shares held
- 99.1M
- +15.5M (+18.5%) vs. Q1 2023
- Total value
- $3.38B
- +$649.8M (+23.8%) vs. Q1 2023
- New holders
- 51
- 107 more added
- Sold out
- 29
- 126 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 21,283,920 | $725.4M | 0.02% | +10,315,809+94.1% | Added |
| Vanguard Group Inc | 18,568,921 | $632.8M | 0.02% | +1,115,311+6.4% | Added |
| Wellington Management Group LLP | 9,222,031 | $314.3M | 0.06% | +172,137+1.9% | Added |
| State Street Corp | 6,585,842 | $224.9M | 0.01% | +1,790,307+37.3% | Added |
| Massachusetts Financial Services Co | 5,108,234 | $174.1M | 0.06% | −818,072−13.8% | Reduced |
| FMR LLC | 4,687,555 | $159.8M | 0.01% | +169,720+3.8% | Added |
| Geode Capital Management, LLC | 2,645,305 | $90.2M | 0.01% | +120,241+4.8% | Added |
| Macquarie Group Ltd | 1,671,836 | $57.0M | 0.07% | +1,493,822+839.2% | Added |
| Charles Schwab Investment Management Inc | 1,620,184 | $55.2M | 0.02% | +119,093+7.9% | Added |
| Northern Trust Corp | 1,355,931 | $46.2M | 0.01% | +21,680+1.6% | Added |
| Bank of New York Mellon Corp | 1,091,310 | $37.2M | 0.01% | +535,257+96.3% | Added |
| Legal & General Group Plc | 1,073,371 | $36.6M | 0.01% | +247,188+29.9% | Added |
| Nuveen Asset Management, LLC | 924,862 | $31.5M | 0.01% | +69,264+8.1% | Added |
| Norges Bank | 893,439 | $30.4M | 0.01% | +121,658+15.8% | Added |
| Morgan Stanley | 842,483 | $28.7M | 0.00% | +75,802+9.9% | Added |
| Janus Henderson Group PLC | 761,695 | $26.0M | 0.02% | −630.0% | Reduced |
| JPMorgan Chase & Co | 695,675 | $23.7M | 0.00% | −43,494−5.9% | Reduced |
| Principal Financial Group Inc | 666,469 | $22.7M | 0.02% | +653,553+5,060.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 609,037 | $20.8M | 0.09% | −64,589−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 604,409 | $20.5M | 0.04% | −33,107−5.2% | Reduced |
| UBS Asset Management Americas Inc | 623,502 | $20.3M | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 579,558 | $19.8M | 0.31% | −64,187−10.0% | Reduced |
| Holocene Advisors, LP | 546,415 | $18.6M | 0.08% | −22,872−4.0% | Reduced |
| Goldman Sachs Group Inc | 539,679 | $18.4M | 0.00% | +366,336+211.3% | Added |
| Dimensional Fund Advisors LP | 501,041 | $17.1M | 0.01% | +320,739+177.9% | Added |
| Alliancebernstein L.P. | 478,872 | $16.3M | 0.01% | +12,610+2.7% | Added |
| Cetera Investment Advisers | 427,873 | $14.6M | 0.12% | −46,404−9.8% | Reduced |
| Ameriprise Financial Inc | 408,863 | $13.9M | 0.00% | +391,621+2,271.3% | Added |
| Cetera Advisor Networks LLC | 400,191 | $13.6M | 0.09% | −621−0.2% | Reduced |
| Rhumbline Advisers | 388,058 | $13.2M | 0.01% | +209,387+117.2% | Added |
| Asset Management One Co.,Ltd. | 320,267 | $10.9M | 0.05% | +69,180+27.6% | Added |
| Deutsche Bank AG | 303,876 | $10.4M | 0.01% | +653+0.2% | Added |
| AE Wealth Management LLC | 300,669 | $10.2M | 0.06% | −22,648−7.0% | Reduced |
| Invesco Ltd. | 276,268 | $9.42M | 0.00% | +34,319+14.2% | Added |
| Credit Suisse AG | 269,696 | $9.19M | 0.01% | +7,327+2.8% | Added |
| Commonwealth Equity Services, LLC | 259,438 | $8.84M | 0.02% | −12,618−4.6% | Reduced |
| Swiss National Bank | 255,400 | $8.70M | 0.01% | +2,700+1.1% | Added |
| LPL Financial LLC | 254,316 | $8.67M | 0.01% | −12,650−4.7% | Reduced |
| Nordea Investment Management AB | 230,573 | $7.91M | 0.01% | −87,930−27.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 221,298 | $7.54M | 0.15% | +105,686+91.4% | Added |
| Independent Financial Group, LLC | 212,063 | $7.23M | 0.50% | +4,943+2.4% | Added |
| B&I Capital AG | 209,395 | $7.14M | 2.38% | −19,470−8.5% | Reduced |
| Public Sector Pension Investment Board | 208,209 | $7.10M | 0.05% | +208,209 | New |
| McAdam, LLC | 198,272 | $6.76M | 0.56% | −46,631−19.0% | Reduced |
| Colony Group LLC | 197,816 | $6.74M | 0.10% | −28,340−12.5% | Reduced |
| Mariner, LLC | 196,882 | $6.71M | 0.02% | −42,346−17.7% | Reduced |
| Renaissance Technologies LLC | 186,500 | $6.36M | 0.01% | −95,200−33.8% | Reduced |
| Mercer Global Advisors Inc | 178,704 | $6.09M | 0.02% | −140,451−44.0% | Reduced |
| First Trust Advisors LP | 169,533 | $5.78M | 0.01% | −3,749−2.2% | Reduced |
| Bank of America Corp | 163,848 | $5.58M | 0.00% | +87,219+113.8% | Added |
| Westwood Holdings Group Inc. | 156,000 | $5.32M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 144,255 | $4.92M | 0.01% | +135,880+1,622.4% | Added |
| First Foundation Advisors | 142,669 | $4.86M | 0.21% | −43,708−23.5% | Reduced |
| California State Teachers Retirement System | 142,467 | $4.86M | 0.01% | −4,001−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 134,867 | $4.60M | 0.00% | +1,949+1.5% | Added |
| FirstPurpose Wealth LLC | 134,190 | $4.57M | 1.96% | −3,044−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 132,592 | $4.52M | 0.04% | +132,592 | New |
| State of Alaska, Department of Revenue | 132,428 | $4.51M | 0.05% | +71,754+118.3% | Added |
| Citigroup Inc | 128,576 | $4.38M | 0.01% | +65,019+102.3% | Added |
| Nomura Asset Management Co Ltd | 127,160 | $4.33M | 0.02% | +4,560+3.7% | Added |
| Voloridge Investment Management, LLC | 123,107 | $4.20M | 0.02% | −48,546−28.3% | Reduced |
| Thrivent Financial for Lutherans | 112,213 | $3.82M | 0.01% | +78,943+237.3% | Added |
| ExodusPoint Capital Management, LP | 108,821 | $3.71M | 0.04% | +108,821 | New |
| Kestra Advisory Services, LLC | 108,175 | $3.69M | 0.04% | −4,353−3.9% | Reduced |
| Texas Permanent School Fund | 103,268 | $3.52M | 0.03% | +103,268 | New |
| UBS Group AG | 102,755 | $3.50M | 0.00% | +8,737+9.3% | Added |
| Envestnet Asset Management Inc | 101,142 | $3.45M | 0.00% | −29,484−22.6% | Reduced |
| Ameritas Advisory Services, LLC | 99,899 | $3.31M | 0.42% | −61,535−38.1% | Reduced |
| RMR Wealth Builders | 93,109 | $3.18M | 0.54% | −42,712−31.4% | Reduced |
| Susquehanna International Group, LLP | 93,135 | $3.17M | 0.01% | −22,612−19.5% | Reduced |
| Arete Wealth Advisors, LLC | 92,570 | $3.15M | 0.28% | +92,570 | New |
| Amundi | 90,516 | $3.10M | 0.00% | −8,093−8.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,901 | $2.93M | 0.03% | +21,772+34.0% | Added |
| Centaurus Financial, Inc. | 84,012 | $2.86M | 0.25% | −7,369−8.1% | Reduced |
| State of New Jersey Common Pension Fund D | 82,586 | $2.81M | 0.01% | +12,859+18.4% | Added |
| O'Dell Group, LLC | 82,161 | $2.80M | 0.80% | −10,086−10.9% | Reduced |
| Money Concepts Capital Corp | 80,799 | $2.75M | 0.28% | −2,788−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 80,114 | $2.73M | 0.20% | −11,991−13.0% | Reduced |
| Arkadios Wealth Advisors | 79,839 | $2.72M | 0.32% | −12,629−13.7% | Reduced |
| California Public Employees Retirement System | 79,050 | $2.69M | 0.00% | +5,208+7.1% | Added |
| My Legacy Advisors, LLC | 77,462 | $2.62M | 1.03% | −3,122−3.9% | Reduced |
| Royal Bank of Canada | 74,589 | $2.54M | 0.00% | +4,946+7.1% | Added |
| Koshinski Asset Management, Inc. | 74,322 | $2.53M | 0.27% | −50,414−40.4% | Reduced |
| Atria Wealth Solutions, Inc. | 69,730 | $2.38M | 0.03% | +2,281+3.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,717 | $2.34M | 0.00% | +2,792+4.2% | Added |
| Harbour Investments, Inc. | 67,281 | $2.29M | 0.11% | −6,086−8.3% | Reduced |
| Integrated Advisors Network LLC | 66,454 | $2.26M | 0.13% | −5,821−8.1% | Reduced |
| HSBC Holdings PLC | 66,246 | $2.26M | 0.00% | −9,873−13.0% | Reduced |
| Geneos Wealth Management Inc. | 65,570 | $2.23M | 0.12% | +1,228+1.9% | Added |
| Barclays PLC | 64,896 | $2.21M | 0.00% | −25,272−28.0% | Reduced |
| American International Group, Inc. | 63,351 | $2.16M | 0.01% | +6,798+12.0% | Added |
| Yousif Capital Management, LLC | 62,465 | $2.13M | 0.03% | +62,465 | New |
| MetLife Investment Management | 62,068 | $2.12M | 0.02% | −396−0.6% | Reduced |
| Centersquare Investment Management LLC | 62,000 | $2.11M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 61,600 | $2.10M | 0.05% | +61,600 | New |
| Wells Fargo & Company | 61,453 | $2.09M | 0.00% | +28,549+86.8% | Added |
| Brinker Capital Investments, LLC | 60,131 | $2.05M | 0.02% | −8,855−12.8% | Reduced |
| Orion Portfolio Solutions, LLC | 60,131 | $2.05M | 0.02% | −8,855−12.8% | Reduced |
| Advisory Resource Group | 58,793 | $2.00M | 0.54% | −7,427−11.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,515 | $1.96M | 0.00% | +2,076+3.7% | Added |