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 |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −1,019−99.1% | Reduced |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $341 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 17 | $580 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $1.00K | 0.00% | +40 | New |
| Sittner & Nelson, LLC | 70 | $2.39K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 81 | $2.76K | 0.00% | +81 | New |
| Parkside Financial Bank & Trust | 115 | $3.92K | 0.00% | +115 | New |
| Aspire Private Capital, LLC | 122 | $4.16K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $6.84K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 260 | $8.86K | 0.01% | +260 | New |
| Ci Investments Inc. | 300 | $10.0K | 0.00% | −12−3.8% | Reduced |
| SOA Wealth Advisors, LLC. | 332 | $11.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 506 | $17.2K | 0.01% | +5+1.0% | Added |
| Public Employees Retirement System of Ohio | 593 | $20.0K | 0.00% | +314+112.5% | Added |
| Annapolis Financial Services, LLC | 591 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $21.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $21.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $22.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 699 | $23.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 707 | $24.1K | 0.00% | +707 | New |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 812 | $27.7K | 0.00% | +34+4.4% | Added |
| WFA of San Diego, LLC | 816 | $27.8K | 0.03% | +816 | New |
| Group One Trading, L.P. | 842 | $28.7K | 0.00% | +842 | New |
| Creative Financial Designs Inc | 851 | $29.0K | 0.00% | −711−45.5% | Reduced |
| Rise Advisors, LLC | 874 | $29.8K | 0.02% | +8+0.9% | Added |
| State of Wyoming | 876 | $29.9K | 0.01% | +876 | New |
| Clearstead Advisors, LLC | 881 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $31.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $33.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $34.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $34.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,009 | $34.4K | 0.00% | +10+1.0% | Added |
| IFP Advisors, Inc | 1,317 | $36.7K | 0.00% | −87−6.2% | Reduced |
| Pinnacle Bancorp, Inc. | 1,111 | $37.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,114 | $38.0K | 0.01% | +1,114 | New |
| Silicon Valley Capital Partners | 1,135 | $38.7K | 0.01% | +11+1.0% | Added |
| Buck Wealth Strategies, LLC | 1,225 | $41.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,257 | $42.8K | 0.01% | +1,257 | New |
| Smithfield Trust Co | 1,249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,331 | $45.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $45.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,419 | $46.0K | 0.00% | +666+88.4% | Added |
| EverSource Wealth Advisors, LLC | 1,360 | $46.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $50.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,567 | $53.0K | 0.01% | −1,572−50.1% | Reduced |
| Richard W. Paul & Associates, LLC | 1,562 | $53.2K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $53.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,730 | $59.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $61.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,850 | $63.2K | 0.00% | +1,850 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,081 | $71.0K | 0.00% | −1,853−47.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,286 | $77.9K | 0.00% | −1,001−30.5% | Reduced |
| Canton Hathaway, LLC | 2,506 | $85.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $85.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $87.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,717 | $92.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $102.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $104.6K | 0.11% | +3,070 | New |
| PSI Advisors, LLC | 3,588 | $122.3K | 0.05% | +3,588 | New |
| HHM Wealth Advisors, LLC | 3,655 | $124.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,762 | $128.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,302 | $146.6K | 0.01% | −193−4.3% | Reduced |
| Sound Income Strategies, LLC | 4,805 | $163.8K | 0.02% | −1,498−23.8% | Reduced |
| BDO Wealth Advisors, LLC | 5,117 | $174.4K | 0.02% | +5,117 | New |
| Gradient Investments LLC | 5,189 | $176.8K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5,179 | $177.0K | 0.06% | +50+1.0% | Added |
| ICA Group Wealth Management, LLC | 5,331 | $181.7K | 0.05% | −13,658−71.9% | Reduced |
| WealthPLAN Partners, LLC | 5,695 | $194.1K | 0.03% | −355−5.9% | Reduced |
| Captrust Financial Advisors | 5,897 | $201.0K | 0.00% | +5,897 | New |
| Quantamental Technologies LLC | 5,985 | $204.0K | 0.09% | +5,985 | New |
| B.O.S.S. Retirement Advisors, LLC | 6,000 | $204.5K | 0.04% | −1,820−23.3% | Reduced |
| GW Henssler & Associates Ltd | 6,008 | $204.8K | 0.01% | +6,008 | New |
| Clarus Wealth Advisors | 6,254 | $207.0K | 0.13% | +6,254 | New |
| First Republic Investment Management, Inc. | 6,115 | $208.4K | 0.00% | −765−11.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,127 | $208.8K | 0.00% | −424−6.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,231 | $212.9K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,334 | $215.9K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,364 | $216.9K | 0.01% | +1,807+39.7% | Added |
| Henshaw Capital LLC | 6,374 | $217.2K | 0.01% | +6,374 | New |
| Bremer Bank National Association | 6,451 | $219.8K | 0.04% | +6,451 | New |
| We Are One Seven, LLC | 6,479 | $220.8K | 0.02% | +40+0.6% | Added |
| Brown Advisory Inc | 6,564 | $223.7K | 0.00% | +6,564 | New |
| FLC Capital Advisors | 6,580 | $224.2K | 0.07% | −1,411−17.7% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $226.8K | 0.05% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,800 | $231.7K | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,800 | $232.4K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,932 | $236.2K | 0.00% | −6,140−47.0% | Reduced |
| Xponance, Inc. | 6,959 | $237.2K | 0.00% | −354−4.8% | Reduced |
| International Assets Investment Management, LLC | 6,976 | $237.7K | 0.03% | −699−9.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,014 | $239.0K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 7,051 | $240.3K | 0.03% | −1,637−18.8% | Reduced |
| Gladstone Institutional Advisory LLC | 7,156 | $243.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,177 | $244.6K | 0.12% | +5,160+255.8% | Added |
| Profund Advisors LLC | 7,182 | $244.8K | 0.01% | +7,182 | New |
| Citadel Advisors LLC | 7,388 | $251.8K | 0.00% | −38,448−83.9% | Reduced |
| Accurate Wealth Management, LLC | 7,534 | $251.9K | 0.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 7,443 | $253.7K | 0.21% | −200−2.6% | Reduced |