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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 103,268 | $3.52M | 0.03% | +103,268 | New |
| Kestra Advisory Services, LLC | 108,175 | $3.69M | 0.04% | −4,353−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 108,821 | $3.71M | 0.04% | +108,821 | New |
| Thrivent Financial for Lutherans | 112,213 | $3.82M | 0.01% | +78,943+237.3% | Added |
| Voloridge Investment Management, LLC | 123,107 | $4.20M | 0.02% | −48,546−28.3% | Reduced |
| Nomura Asset Management Co Ltd | 127,160 | $4.33M | 0.02% | +4,560+3.7% | Added |
| Citigroup Inc | 128,576 | $4.38M | 0.01% | +65,019+102.3% | Added |
| State of Alaska, Department of Revenue | 132,428 | $4.51M | 0.05% | +71,754+118.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 132,592 | $4.52M | 0.04% | +132,592 | New |
| FirstPurpose Wealth LLC | 134,190 | $4.57M | 1.96% | −3,044−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 134,867 | $4.60M | 0.00% | +1,949+1.5% | Added |
| California State Teachers Retirement System | 142,467 | $4.86M | 0.01% | −4,001−2.7% | Reduced |
| First Foundation Advisors | 142,669 | $4.86M | 0.21% | −43,708−23.5% | Reduced |
| Prudential Financial Inc | 144,255 | $4.92M | 0.01% | +135,880+1,622.4% | Added |
| Westwood Holdings Group Inc. | 156,000 | $5.32M | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 163,848 | $5.58M | 0.00% | +87,219+113.8% | Added |
| First Trust Advisors LP | 169,533 | $5.78M | 0.01% | −3,749−2.2% | Reduced |
| Mercer Global Advisors Inc | 178,704 | $6.09M | 0.02% | −140,451−44.0% | Reduced |
| Renaissance Technologies LLC | 186,500 | $6.36M | 0.01% | −95,200−33.8% | Reduced |
| Mariner, LLC | 196,882 | $6.71M | 0.02% | −42,346−17.7% | Reduced |
| Colony Group LLC | 197,816 | $6.74M | 0.10% | −28,340−12.5% | Reduced |
| McAdam, LLC | 198,272 | $6.76M | 0.56% | −46,631−19.0% | Reduced |
| Public Sector Pension Investment Board | 208,209 | $7.10M | 0.05% | +208,209 | New |
| B&I Capital AG | 209,395 | $7.14M | 2.38% | −19,470−8.5% | Reduced |
| Independent Financial Group, LLC | 212,063 | $7.23M | 0.50% | +4,943+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 221,298 | $7.54M | 0.15% | +105,686+91.4% | Added |
| Nordea Investment Management AB | 230,573 | $7.91M | 0.01% | −87,930−27.6% | Reduced |
| LPL Financial LLC | 254,316 | $8.67M | 0.01% | −12,650−4.7% | Reduced |
| Swiss National Bank | 255,400 | $8.70M | 0.01% | +2,700+1.1% | Added |
| Commonwealth Equity Services, LLC | 259,438 | $8.84M | 0.02% | −12,618−4.6% | Reduced |
| Credit Suisse AG | 269,696 | $9.19M | 0.01% | +7,327+2.8% | Added |
| Invesco Ltd. | 276,268 | $9.42M | 0.00% | +34,319+14.2% | Added |
| AE Wealth Management LLC | 300,669 | $10.2M | 0.06% | −22,648−7.0% | Reduced |
| Deutsche Bank AG | 303,876 | $10.4M | 0.01% | +653+0.2% | Added |
| Asset Management One Co.,Ltd. | 320,267 | $10.9M | 0.05% | +69,180+27.6% | Added |
| Rhumbline Advisers | 388,058 | $13.2M | 0.01% | +209,387+117.2% | Added |
| Cetera Advisor Networks LLC | 400,191 | $13.6M | 0.09% | −621−0.2% | Reduced |
| Ameriprise Financial Inc | 408,863 | $13.9M | 0.00% | +391,621+2,271.3% | Added |
| Cetera Investment Advisers | 427,873 | $14.6M | 0.12% | −46,404−9.8% | Reduced |
| Alliancebernstein L.P. | 478,872 | $16.3M | 0.01% | +12,610+2.7% | Added |
| Dimensional Fund Advisors LP | 501,041 | $17.1M | 0.01% | +320,739+177.9% | Added |
| Goldman Sachs Group Inc | 539,679 | $18.4M | 0.00% | +366,336+211.3% | Added |
| Holocene Advisors, LP | 546,415 | $18.6M | 0.08% | −22,872−4.0% | Reduced |
| Cetera Advisors LLC | 579,558 | $19.8M | 0.31% | −64,187−10.0% | Reduced |
| UBS Asset Management Americas Inc | 623,502 | $20.3M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 604,409 | $20.5M | 0.04% | −33,107−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 609,037 | $20.8M | 0.09% | −64,589−9.6% | Reduced |
| Principal Financial Group Inc | 666,469 | $22.7M | 0.02% | +653,553+5,060.0% | Added |
| JPMorgan Chase & Co | 695,675 | $23.7M | 0.00% | −43,494−5.9% | Reduced |
| Janus Henderson Group PLC | 761,695 | $26.0M | 0.02% | −630.0% | Reduced |
| Morgan Stanley | 842,483 | $28.7M | 0.00% | +75,802+9.9% | Added |
| Norges Bank | 893,439 | $30.4M | 0.01% | +121,658+15.8% | Added |
| Nuveen Asset Management, LLC | 924,862 | $31.5M | 0.01% | +69,264+8.1% | Added |
| Legal & General Group Plc | 1,073,371 | $36.6M | 0.01% | +247,188+29.9% | Added |
| Bank of New York Mellon Corp | 1,091,310 | $37.2M | 0.01% | +535,257+96.3% | Added |
| Northern Trust Corp | 1,355,931 | $46.2M | 0.01% | +21,680+1.6% | Added |
| Charles Schwab Investment Management Inc | 1,620,184 | $55.2M | 0.02% | +119,093+7.9% | Added |
| Macquarie Group Ltd | 1,671,836 | $57.0M | 0.07% | +1,493,822+839.2% | Added |
| Geode Capital Management, LLC | 2,645,305 | $90.2M | 0.01% | +120,241+4.8% | Added |
| FMR LLC | 4,687,555 | $159.8M | 0.01% | +169,720+3.8% | Added |
| Massachusetts Financial Services Co | 5,108,234 | $174.1M | 0.06% | −818,072−13.8% | Reduced |
| State Street Corp | 6,585,842 | $224.9M | 0.01% | +1,790,307+37.3% | Added |
| Wellington Management Group LLP | 9,222,031 | $314.3M | 0.06% | +172,137+1.9% | Added |
| Vanguard Group Inc | 18,568,921 | $632.8M | 0.02% | +1,115,311+6.4% | Added |
| BlackRock Inc. | 21,283,920 | $725.4M | 0.02% | +10,315,809+94.1% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −946,021−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −514,580−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −358,197−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −136,360−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −86,341−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −79,308−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −62,515−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −36,836−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −34,597−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,339−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −28,930−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −28,845−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −25,287−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,738−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −19,090−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −17,153−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,366−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −10,156−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,751−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Tri-Star Advisors Inc. | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Barber Financial Group, Inc. | – | – | – | – | Not filed |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |