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 |
|---|---|---|---|---|---|
| STRS Ohio | 24,500 | $834.0K | 0.00% | −60,195−71.1% | Reduced |
| Handelsbanken Fonder AB | 24,500 | $835.0K | 0.00% | +8,900+57.1% | Added |
| Kovack Advisors, Inc. | 25,091 | $855.1K | 0.11% | −1,365−5.2% | Reduced |
| EWG Elevate Inc. | 25,261 | $860.9K | 0.36% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,370 | $864.6K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25,751 | $877.6K | 0.23% | +445+1.8% | Added |
| Raymond James & Associates | 26,637 | $907.8K | 0.00% | −1,770−6.2% | Reduced |
| Employees Retirement System of Texas | 27,000 | $920.0K | 0.01% | −14,000−34.1% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $961.0K | 0.00% | −1,158−3.9% | Reduced |
| Silver Oak Securities, Inc | 28,356 | $966.0K | 0.16% | +28,356 | New |
| InterOcean Capital Group, LLC | 28,655 | $976.6K | 0.03% | −3,750−11.6% | Reduced |
| American Century Companies Inc | 29,333 | $999.7K | 0.00% | +2,323+8.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,414 | $1.00M | 0.00% | −19,542−39.9% | Reduced |
| FJ Capital Management LLC | 29,475 | $1.00M | 0.13% | +3,823+14.9% | Added |
| Pictet Asset Management SA | 29,591 | $1.01M | 0.00% | −4,340−12.8% | Reduced |
| Financial Partners Group, Inc | 29,042 | $1.03M | 0.21% | −1,522−5.0% | Reduced |
| Janney Montgomery Scott LLC | 30,648 | $1.04M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,300 | $1.07M | 0.00% | +31,300 | New |
| Virginia Retirement Systems Et Al | 32,500 | $1.11M | 0.01% | +2,400+8.0% | Added |
| Arizona State Retirement System | 32,939 | $1.12M | 0.01% | −991−2.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.13M | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 33,311 | $1.14M | 0.04% | +904+2.8% | Added |
| UniSuper Management Pty Ltd | 33,400 | $1.14M | 0.01% | +33,400 | New |
| State Board of Administration of Florida Retirement System | 33,520 | $1.14M | 0.00% | +21,620+181.7% | Added |
| Curi Capital | 34,673 | $1.18M | 0.16% | −3,321−8.7% | Reduced |
| Belpointe Asset Management LLC | 35,884 | $1.22M | 0.13% | −5,208−12.7% | Reduced |
| Daiwa Securities Group Inc. | 36,030 | $1.23M | 0.01% | +249+0.7% | Added |
| Cerity Partners LLC | 36,222 | $1.23M | 0.00% | +4,303+13.5% | Added |
| Oregon Public Employees Retirement Fund | 36,600 | $1.25M | 0.01% | +36,600 | New |
| Bell Bank | 37,560 | $1.28M | 0.14% | −14,281−27.5% | Reduced |
| Spire Wealth Management | 37,756 | $1.29M | 0.05% | +1,201+3.3% | Added |
| Squarepoint Ops LLC | 37,858 | $1.29M | 0.01% | +22,262+142.7% | Added |
| D. E. Shaw & Co., Inc. | 38,247 | $1.30M | 0.00% | −8,801−18.7% | Reduced |
| Coppell Advisory Solutions LLC | 38,244 | $1.30M | 0.38% | +5,001+15.0% | Added |
| National Asset Management, Inc. | 38,662 | $1.32M | 0.03% | −42,585−52.4% | Reduced |
| Greenland Capital Management LP | 39,000 | $1.33M | 0.19% | −40,490−50.9% | Reduced |
| Accel Wealth Management | 39,293 | $1.34M | 0.74% | −2,331−5.6% | Reduced |
| Cresset Asset Management, LLC | 39,303 | $1.34M | 0.01% | −22,445−36.3% | Reduced |
| GWM Advisors LLC | 39,783 | $1.36M | 0.02% | −5,430−12.0% | Reduced |
| Ensign Peak Advisors, Inc | 40,650 | $1.39M | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 40,664 | $1.39M | 0.34% | −4,984−10.9% | Reduced |
| Outlook Wealth Advisors, LLC | 42,050 | $1.43M | 0.54% | 00.0% | Unchanged |
| CWM, LLC | 43,789 | $1.49M | 0.01% | −22,147−33.6% | Reduced |
| Nisa Investment Advisors, LLC | 43,820 | $1.49M | 0.01% | −197−0.4% | Reduced |
| Kalos Management, Inc. | 44,261 | $1.51M | 3.24% | −936−2.1% | Reduced |
| State of Tennessee, Treasury Department | 44,805 | $1.53M | 0.01% | +44,805 | New |
| Well Done, LLC | 45,109 | $1.54M | 0.33% | −9,350−17.2% | Reduced |
| Maryland State Retirement & Pension System | 45,700 | $1.56M | 0.03% | +45,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,782 | $1.56M | 0.01% | +4,825+11.8% | Added |
| Resources Investment Advisors, LLC. | 47,060 | $1.60M | 0.04% | −2,505−5.1% | Reduced |
| Manufacturers Life Insurance Company, The | 47,323 | $1.61M | 0.00% | +611+1.3% | Added |
| Mutual Advisors, LLC | 47,722 | $1.63M | 0.06% | +1,240+2.7% | Added |
| Amalgamated Bank | 48,247 | $1.64M | 0.01% | +31,637+190.5% | Added |
| New York State Common Retirement Fund | 48,734 | $1.66M | 0.00% | −13,075−21.2% | Reduced |
| Price T Rowe Associates Inc | 48,967 | $1.67M | 0.00% | +2,580+5.6% | Added |
| Teacher Retirement System of Texas | 49,741 | $1.70M | 0.01% | −1,307−2.6% | Reduced |
| Evercore Wealth Management, LLC | 50,156 | $1.71M | 0.03% | −2,000−3.8% | Reduced |
| Voya Investment Management LLC | 50,170 | $1.71M | 0.00% | +5,733+12.9% | Added |
| Mutual of America Capital Management LLC | 50,952 | $1.74M | 0.02% | +50,952 | New |
| Victory Capital Management Inc | 51,161 | $1.74M | 0.00% | +6,664+15.0% | Added |
| Jump Financial, LLC | 51,200 | $1.74M | 0.06% | +51,200 | New |
| Calton & Associates, Inc. | 52,155 | $1.78M | 0.83% | −1,540−2.9% | Reduced |
| Creative Planning | 52,643 | $1.79M | 0.00% | +581+1.1% | Added |
| Stratos Wealth Partners, LTD. | 54,753 | $1.87M | 0.04% | −1,043−1.9% | Reduced |
| Brookstone Capital Management | 56,843 | $1.88M | 0.04% | +4,273+8.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,515 | $1.96M | 0.00% | +2,076+3.7% | Added |
| Advisory Resource Group | 58,793 | $2.00M | 0.54% | −7,427−11.2% | Reduced |
| 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 |
| Wells Fargo & Company | 61,453 | $2.09M | 0.00% | +28,549+86.8% | Added |
| Louisiana State Employees Retirement System | 61,600 | $2.10M | 0.05% | +61,600 | New |
| Centersquare Investment Management LLC | 62,000 | $2.11M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 62,068 | $2.12M | 0.02% | −396−0.6% | Reduced |
| Yousif Capital Management, LLC | 62,465 | $2.13M | 0.03% | +62,465 | New |
| American International Group, Inc. | 63,351 | $2.16M | 0.01% | +6,798+12.0% | Added |
| Barclays PLC | 64,896 | $2.21M | 0.00% | −25,272−28.0% | Reduced |
| Geneos Wealth Management Inc. | 65,570 | $2.23M | 0.12% | +1,228+1.9% | Added |
| HSBC Holdings PLC | 66,246 | $2.26M | 0.00% | −9,873−13.0% | Reduced |
| Integrated Advisors Network LLC | 66,454 | $2.26M | 0.13% | −5,821−8.1% | Reduced |
| Harbour Investments, Inc. | 67,281 | $2.29M | 0.11% | −6,086−8.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,717 | $2.34M | 0.00% | +2,792+4.2% | Added |
| Atria Wealth Solutions, Inc. | 69,730 | $2.38M | 0.03% | +2,281+3.4% | Added |
| Koshinski Asset Management, Inc. | 74,322 | $2.53M | 0.27% | −50,414−40.4% | Reduced |
| Royal Bank of Canada | 74,589 | $2.54M | 0.00% | +4,946+7.1% | Added |
| My Legacy Advisors, LLC | 77,462 | $2.62M | 1.03% | −3,122−3.9% | Reduced |
| California Public Employees Retirement System | 79,050 | $2.69M | 0.00% | +5,208+7.1% | Added |
| Arkadios Wealth Advisors | 79,839 | $2.72M | 0.32% | −12,629−13.7% | Reduced |
| J.W. Cole Advisors, Inc. | 80,114 | $2.73M | 0.20% | −11,991−13.0% | Reduced |
| Money Concepts Capital Corp | 80,799 | $2.75M | 0.28% | −2,788−3.3% | Reduced |
| O'Dell Group, LLC | 82,161 | $2.80M | 0.80% | −10,086−10.9% | Reduced |
| State of New Jersey Common Pension Fund D | 82,586 | $2.81M | 0.01% | +12,859+18.4% | Added |
| Centaurus Financial, Inc. | 84,012 | $2.86M | 0.25% | −7,369−8.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,901 | $2.93M | 0.03% | +21,772+34.0% | Added |
| Amundi | 90,516 | $3.10M | 0.00% | −8,093−8.2% | Reduced |
| Arete Wealth Advisors, LLC | 92,570 | $3.15M | 0.28% | +92,570 | New |
| Susquehanna International Group, LLP | 93,135 | $3.17M | 0.01% | −22,612−19.5% | Reduced |
| RMR Wealth Builders | 93,109 | $3.18M | 0.54% | −42,712−31.4% | Reduced |
| Ameritas Advisory Services, LLC | 99,899 | $3.31M | 0.42% | −61,535−38.1% | Reduced |
| Envestnet Asset Management Inc | 101,142 | $3.45M | 0.00% | −29,484−22.6% | Reduced |
| UBS Group AG | 102,755 | $3.50M | 0.00% | +8,737+9.3% | Added |