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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 56,843 | $1.88M | 0.04% | +4,273+8.1% | Added |
| Stratos Wealth Partners, LTD. | 54,753 | $1.87M | 0.04% | −1,043−1.9% | Reduced |
| Creative Planning | 52,643 | $1.79M | 0.00% | +581+1.1% | Added |
| Calton & Associates, Inc. | 52,155 | $1.78M | 0.83% | −1,540−2.9% | Reduced |
| Jump Financial, LLC | 51,200 | $1.74M | 0.06% | +51,200 | New |
| Victory Capital Management Inc | 51,161 | $1.74M | 0.00% | +6,664+15.0% | Added |
| Mutual of America Capital Management LLC | 50,952 | $1.74M | 0.02% | +50,952 | New |
| Voya Investment Management LLC | 50,170 | $1.71M | 0.00% | +5,733+12.9% | Added |
| Evercore Wealth Management, LLC | 50,156 | $1.71M | 0.03% | −2,000−3.8% | Reduced |
| Teacher Retirement System of Texas | 49,741 | $1.70M | 0.01% | −1,307−2.6% | Reduced |
| Price T Rowe Associates Inc | 48,967 | $1.67M | 0.00% | +2,580+5.6% | Added |
| New York State Common Retirement Fund | 48,734 | $1.66M | 0.00% | −13,075−21.2% | Reduced |
| Amalgamated Bank | 48,247 | $1.64M | 0.01% | +31,637+190.5% | Added |
| Mutual Advisors, LLC | 47,722 | $1.63M | 0.06% | +1,240+2.7% | Added |
| Manufacturers Life Insurance Company, The | 47,323 | $1.61M | 0.00% | +611+1.3% | Added |
| Resources Investment Advisors, LLC. | 47,060 | $1.60M | 0.04% | −2,505−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,782 | $1.56M | 0.01% | +4,825+11.8% | Added |
| Maryland State Retirement & Pension System | 45,700 | $1.56M | 0.03% | +45,700 | New |
| Well Done, LLC | 45,109 | $1.54M | 0.33% | −9,350−17.2% | Reduced |
| State of Tennessee, Treasury Department | 44,805 | $1.53M | 0.01% | +44,805 | New |
| Kalos Management, Inc. | 44,261 | $1.51M | 3.24% | −936−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 43,820 | $1.49M | 0.01% | −197−0.4% | Reduced |
| CWM, LLC | 43,789 | $1.49M | 0.01% | −22,147−33.6% | Reduced |
| Outlook Wealth Advisors, LLC | 42,050 | $1.43M | 0.54% | 00.0% | Unchanged |
| Cooper Financial Group | 40,664 | $1.39M | 0.34% | −4,984−10.9% | Reduced |
| Ensign Peak Advisors, Inc | 40,650 | $1.39M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 39,783 | $1.36M | 0.02% | −5,430−12.0% | Reduced |
| Cresset Asset Management, LLC | 39,303 | $1.34M | 0.01% | −22,445−36.3% | Reduced |
| Accel Wealth Management | 39,293 | $1.34M | 0.74% | −2,331−5.6% | Reduced |
| Greenland Capital Management LP | 39,000 | $1.33M | 0.19% | −40,490−50.9% | Reduced |
| National Asset Management, Inc. | 38,662 | $1.32M | 0.03% | −42,585−52.4% | Reduced |
| Coppell Advisory Solutions LLC | 38,244 | $1.30M | 0.38% | +5,001+15.0% | Added |
| D. E. Shaw & Co., Inc. | 38,247 | $1.30M | 0.00% | −8,801−18.7% | Reduced |
| Squarepoint Ops LLC | 37,858 | $1.29M | 0.01% | +22,262+142.7% | Added |
| Spire Wealth Management | 37,756 | $1.29M | 0.05% | +1,201+3.3% | Added |
| Bell Bank | 37,560 | $1.28M | 0.14% | −14,281−27.5% | Reduced |
| Oregon Public Employees Retirement Fund | 36,600 | $1.25M | 0.01% | +36,600 | New |
| Cerity Partners LLC | 36,222 | $1.23M | 0.00% | +4,303+13.5% | Added |
| Daiwa Securities Group Inc. | 36,030 | $1.23M | 0.01% | +249+0.7% | Added |
| Belpointe Asset Management LLC | 35,884 | $1.22M | 0.13% | −5,208−12.7% | Reduced |
| Curi Capital | 34,673 | $1.18M | 0.16% | −3,321−8.7% | Reduced |
| State Board of Administration of Florida Retirement System | 33,520 | $1.14M | 0.00% | +21,620+181.7% | Added |
| UniSuper Management Pty Ltd | 33,400 | $1.14M | 0.01% | +33,400 | New |
| Vident Investment Advisory, LLC | 33,311 | $1.14M | 0.04% | +904+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 33,048 | $1.13M | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,939 | $1.12M | 0.01% | −991−2.9% | Reduced |
| Virginia Retirement Systems Et Al | 32,500 | $1.11M | 0.01% | +2,400+8.0% | Added |
| New York State Teachers Retirement System | 31,300 | $1.07M | 0.00% | +31,300 | New |
| Janney Montgomery Scott LLC | 30,648 | $1.04M | 0.00% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 29,042 | $1.03M | 0.21% | −1,522−5.0% | Reduced |
| Pictet Asset Management SA | 29,591 | $1.01M | 0.00% | −4,340−12.8% | Reduced |
| FJ Capital Management LLC | 29,475 | $1.00M | 0.13% | +3,823+14.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,414 | $1.00M | 0.00% | −19,542−39.9% | Reduced |
| American Century Companies Inc | 29,333 | $999.7K | 0.00% | +2,323+8.6% | Added |
| InterOcean Capital Group, LLC | 28,655 | $976.6K | 0.03% | −3,750−11.6% | Reduced |
| Silver Oak Securities, Inc | 28,356 | $966.0K | 0.16% | +28,356 | New |
| DekaBank Deutsche Girozentrale | 28,240 | $961.0K | 0.00% | −1,158−3.9% | Reduced |
| Employees Retirement System of Texas | 27,000 | $920.0K | 0.01% | −14,000−34.1% | Reduced |
| Raymond James & Associates | 26,637 | $907.8K | 0.00% | −1,770−6.2% | Reduced |
| Beacon Capital Management, LLC | 25,751 | $877.6K | 0.23% | +445+1.8% | Added |
| Susquehanna Fundamental Investments, LLC | 25,370 | $864.6K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 25,261 | $860.9K | 0.36% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 25,091 | $855.1K | 0.11% | −1,365−5.2% | Reduced |
| Handelsbanken Fonder AB | 24,500 | $835.0K | 0.00% | +8,900+57.1% | Added |
| STRS Ohio | 24,500 | $834.0K | 0.00% | −60,195−71.1% | Reduced |
| EPG Wealth Management LLC | 24,280 | $827.5K | 0.24% | +159+0.7% | Added |
| Standard Life Aberdeen plc | 24,055 | $819.8K | 0.00% | +2,058+9.4% | Added |
| Cornercap Investment Counsel Inc | 23,929 | $815.5K | 0.14% | +369+1.6% | Added |
| IHT Wealth Management, LLC | 23,355 | $795.9K | 0.04% | +1,895+8.8% | Added |
| Capital Asset Advisory Services LLC | 23,021 | $769.6K | 0.05% | −3,607−13.5% | Reduced |
| Apeiron RIA LLC | 22,411 | $763.8K | 0.26% | +403+1.8% | Added |
| HighTower Advisors, LLC | 22,396 | $763.0K | 0.00% | −436−1.9% | Reduced |
| Natixis Advisors, L.P. | 20,784 | $708.0K | 0.00% | −1,762−7.8% | Reduced |
| Bank of Montreal | 20,635 | $704.3K | 0.00% | −7,468−26.6% | Reduced |
| Johnson Midwest Financial, LLC | 20,501 | $698.7K | 0.62% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,373 | $694.3K | 0.02% | +660+3.3% | Added |
| Vaughan David Investments LLC | 19,882 | $678.0K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 19,864 | $677.0K | 0.08% | +703+3.7% | Added |
| Fiduciary Alliance LLC | 19,816 | $675.3K | 0.15% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 18,918 | $644.7K | 0.02% | +233+1.2% | Added |
| ProShare Advisors LLC | 18,419 | $627.7K | 0.00% | +4,628+33.6% | Added |
| MAI Capital Management | 17,606 | $600.0K | 0.01% | +17,606 | New |
| SG Americas Securities, LLC | 17,506 | $597.0K | 0.01% | −46,075−72.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,364 | $591.8K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16,827 | $573.5K | 0.04% | +7,328+77.1% | Added |
| Pictet & Cie (Europe) SA | 16,768 | $571.5K | 0.02% | +16,768 | New |
| Ausdal Financial Partners, Inc. | 16,702 | $569.2K | 0.08% | −29,693−64.0% | Reduced |
| Continuum Advisory, LLC | 16,532 | $563.4K | 0.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,044 | $546.8K | 0.00% | +14,050+704.6% | Added |
| Marcum Wealth, LLC | 15,682 | $534.4K | 0.06% | −544−3.4% | Reduced |
| Hendershot Investments Inc. | 15,647 | $533.3K | 0.09% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 15,437 | $526.1K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 15,344 | $523.0K | 0.11% | +15,344 | New |
| Oliver Lagore Vanvalin Investment Group | 15,208 | $518.3K | 0.20% | +1,035+7.3% | Added |
| M Holdings Securities, Inc. | 15,133 | $516.0K | 0.11% | −12,312−44.9% | Reduced |
| Public Employees Retirement Association of Colorado | 15,134 | $516.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15,010 | $511.5K | 0.46% | −5,376−26.4% | Reduced |
| PFG Investments, LLC | 14,880 | $507.1K | 0.09% | −383−2.5% | Reduced |
| Revisor Wealth Management LLC | 14,857 | $506.3K | 0.45% | +2,368+19.0% | Added |
| AQR Capital Management LLC | 13,677 | $466.1K | 0.00% | −1,140−7.7% | Reduced |