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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.

Institutional holdersQ2 2023: 365 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ2 2023: $3.38B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Smart Money Group LLC13,626$464.4K0.22%−172−1.2%Reduced
TownSquare Capital, LLC13,447$458.3K0.01%−11,012−45.0%Reduced
BancorpSouth Bank13,395$456.5K0.04%00.0%Unchanged
Engineers Gate Manager LP13,351$455.0K0.02%+6,887+106.5%Added
Van Eck Associates Corp13,245$451.0K0.00%+432+3.4%Added
GenTrust, LLC13,166$449.9K0.03%00.0%Unchanged
Nissay Asset Management Corp13,147$448.1K0.00%+652+5.2%Added
Advisory Alpha, LLC13,092$446.2K0.02%+13,092New
Demars Financial Group, LLC12,636$430.6K0.24%−334−2.6%Reduced
Beaird Harris Wealth Management, LLC12,478$425.3K0.05%00.0%Unchanged
Proequities, Inc.12,232$418.0K0.03%00.0%Unchanged
Savant Capital, LLC12,076$411.5K0.01%+3,890+47.5%Added
Change Path, LLC12,014$409.0K0.02%+437+3.8%Added
Raleigh Capital Management Inc.11,995$408.8K0.20%+85+0.7%Added
Ameritas Investment Partners, Inc.11,760$400.8K0.02%+563+5.0%Added
Glassman Wealth Services11,326$386.0K0.06%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,308$385.4K0.00%00.0%Unchanged
Stableford Capital II LLC10,529$380.7K0.17%+10,529New
M&T Bank Corp11,003$375.1K0.00%+959+9.5%Added
Ignite Planners, LLC11,197$370.6K0.14%−166−1.5%Reduced
DuPont Capital Management Corp10,800$368.1K0.02%−4,982−31.6%Reduced
Vivaldi Capital Management, LLC10,790$367.7K0.11%00.0%Unchanged
Soltis Investment Advisors LLC10,726$365.5K0.04%−10,408−49.2%Reduced
Independent Advisor Alliance10,591$360.9K0.02%+1,113+11.7%Added
Clark Capital Management Group, Inc.10,456$356.3K0.00%00.0%Unchanged
Midwest Financial Group LLC10,258$350.0K0.30%−287−2.7%Reduced
Metropolitan Life Insurance Co10,044$342.3K0.02%+103+1.0%Added
Atomi Financial Group, Inc.10,032$341.9K0.16%+10,032New
Verition Fund Management LLC9,800$334.0K0.01%+9,800New
Sheaff Brock Investment Advisors, LLC9,760$332.6K0.03%−971−9.0%Reduced
Alpha Omega Group, Inc.9,681$329.9K0.61%−2,720−21.9%Reduced
Slagle Financial, LLC9,553$325.6K0.20%+9,553New
Empower Advisory Group, LLC9,344$318.4K0.00%00.0%Unchanged
Fisher Asset Management, LLC9,337$318.2K0.00%+2,176+30.4%Added
Carmel Capital Partners, LLC9,295$316.8K0.16%00.0%Unchanged
State of Wisconsin Investment Board9,271$316.0K0.00%−5,482−37.2%Reduced
Pinnacle Financial Partners Inc9,267$315.8K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co9,241$314.9K0.00%−1,360−12.8%Reduced
The PNC Financial Services Group, Inc.9,174$312.7K0.00%+5,643+159.8%Added
Truadvice, LLC8,575$310.1K0.11%00.0%Unchanged
MCF Advisors LLC9,035$308.1K0.03%00.0%Unchanged
Ellevest, Inc.9,022$307.5K0.02%+145+1.6%Added
CIBC Asset Management Inc9,008$307.0K0.00%+9,008New
Triumph Capital Management8,789$300.3K0.14%+8,789New
German American Bancorp, Inc.8,618$293.7K0.04%+8,618New
Cable Hill Partners, LLC8,584$293.3K0.04%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.8,654$293.2K0.15%−1,876−17.8%Reduced
KBC Group NV8,579$292.0K0.00%+8,579New
Integrated Wealth Concepts LLC8,513$290.1K0.00%−1,733−16.9%Reduced
First Heartland Consultants, Inc.8,422$287.0K0.04%−16−0.2%Reduced
Pittenger & Anderson Inc8,372$285.3K0.01%00.0%Unchanged
US Bancorp8,241$280.9K0.00%−341−4.0%Reduced
Peak Asset Management, LLC8,214$279.9K0.06%00.0%Unchanged
Axxcess Wealth Management, LLC8,080$275.4K0.02%−1,147−12.4%Reduced
MML Investors Services, LLC7,996$273.0K0.00%+62+0.8%Added
StoneX Group Inc.7,947$271.4K0.03%+1,143+16.8%Added
Moloney Securities Asset Management, LLC7,780$265.1K0.05%−2,597−25.0%Reduced
Vestcor Inc7,665$261.0K0.01%00.0%Unchanged
Mackenzie Financial Corp7,578$259.2K0.00%+16+0.2%Added
Coldstream Capital Management Inc7,570$258.0K0.01%00.0%Unchanged
Blair William & Co7,569$258.0K0.00%+105+1.4%Added
Rehmann Capital Advisory Group7,544$257.1K0.02%00.0%Unchanged
Retirement Financial Solutions, LLC7,513$256.0K0.18%−4,379−36.8%Reduced
World Equity Group, Inc.7,498$255.5K0.08%+7,498New
LexAurum Advisors, LLC7,443$253.7K0.08%−4,835−39.4%Reduced
Plotkin Financial Advisors, LLC7,443$253.7K0.21%−200−2.6%Reduced
Accurate Wealth Management, LLC7,534$251.9K0.08%00.0%Unchanged
Citadel Advisors LLC7,388$251.8K0.00%−38,448−83.9%Reduced
Profund Advisors LLC7,182$244.8K0.01%+7,182New
Newbridge Financial Services Group, Inc.7,177$244.6K0.12%+5,160+255.8%Added
Gladstone Institutional Advisory LLC7,156$243.9K0.01%00.0%Unchanged
Baker Tilly Wealth Management, LLC7,051$240.3K0.03%−1,637−18.8%Reduced
Global Wealth Management Investment Advisory, Inc.7,014$239.0K0.07%00.0%Unchanged
International Assets Investment Management, LLC6,976$237.7K0.03%−699−9.1%Reduced
Xponance, Inc.6,959$237.2K0.00%−354−4.8%Reduced
United Capital Financial Advisers, LLC6,932$236.2K0.00%−6,140−47.0%Reduced
Laird Norton Trust Company, LLC6,800$232.4K0.03%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC6,800$231.7K0.02%00.0%Unchanged
Monograph Wealth Advisors, LLC6,638$226.8K0.05%00.0%Unchanged
FLC Capital Advisors6,580$224.2K0.07%−1,411−17.7%Reduced
Brown Advisory Inc6,564$223.7K0.00%+6,564New
We Are One Seven, LLC6,479$220.8K0.02%+40+0.6%Added
Bremer Bank National Association6,451$219.8K0.04%+6,451New
Henshaw Capital LLC6,374$217.2K0.01%+6,374New
Advisory Services Network, LLC6,364$216.9K0.01%+1,807+39.7%Added
Allen Capital Group, LLC6,334$215.9K0.04%00.0%Unchanged
Three Bridge Wealth Advisors, LLC6,231$212.9K0.09%00.0%Unchanged
Allspring Global Investments Holdings, LLC6,127$208.8K0.00%−424−6.5%Reduced
First Republic Investment Management, Inc.6,115$208.4K0.00%−765−11.1%Reduced
Clarus Wealth Advisors6,254$207.0K0.13%+6,254New
GW Henssler & Associates Ltd6,008$204.8K0.01%+6,008New
B.O.S.S. Retirement Advisors, LLC6,000$204.5K0.04%−1,820−23.3%Reduced
Quantamental Technologies LLC5,985$204.0K0.09%+5,985New
Captrust Financial Advisors5,897$201.0K0.00%+5,897New
WealthPLAN Partners, LLC5,695$194.1K0.03%−355−5.9%Reduced
ICA Group Wealth Management, LLC5,331$181.7K0.05%−13,658−71.9%Reduced
RE Dickinson Investment Advisors, LLC5,179$177.0K0.06%+50+1.0%Added
Gradient Investments LLC5,189$176.8K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC5,117$174.4K0.02%+5,117New
Sound Income Strategies, LLC4,805$163.8K0.02%−1,498−23.8%Reduced