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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 4,302 | $146.6K | 0.01% | −193−4.3% | Reduced |
| Allworth Financial LP | 3,762 | $128.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,655 | $124.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3,588 | $122.3K | 0.05% | +3,588 | New |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $104.6K | 0.11% | +3,070 | New |
| Beacon Capital Management, Inc. | 3,015 | $102.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,717 | $92.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $87.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $85.2K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,506 | $85.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,286 | $77.9K | 0.00% | −1,001−30.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,081 | $71.0K | 0.00% | −1,853−47.1% | Reduced |
| Salem Investment Counselors Inc | 1,850 | $63.2K | 0.00% | +1,850 | New |
| Steward Partners Investment Advisory, LLC | 1,815 | $61.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,730 | $59.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $53.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,562 | $53.2K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,567 | $53.0K | 0.01% | −1,572−50.1% | Reduced |
| Venturi Wealth Management, LLC | 1,473 | $50.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,360 | $46.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,419 | $46.0K | 0.00% | +666+88.4% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $45.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,331 | $45.4K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,257 | $42.8K | 0.01% | +1,257 | New |
| Buck Wealth Strategies, LLC | 1,225 | $41.7K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,135 | $38.7K | 0.01% | +11+1.0% | Added |
| Archer Investment Corp | 1,114 | $38.0K | 0.01% | +1,114 | New |
| Pinnacle Bancorp, Inc. | 1,111 | $37.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,317 | $36.7K | 0.00% | −87−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,009 | $34.4K | 0.00% | +10+1.0% | Added |
| Tradewinds Capital Management, LLC | 1,000 | $34.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $34.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $33.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $31.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 881 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 876 | $29.9K | 0.01% | +876 | New |
| Rise Advisors, LLC | 874 | $29.8K | 0.02% | +8+0.9% | Added |
| Creative Financial Designs Inc | 851 | $29.0K | 0.00% | −711−45.5% | Reduced |
| Group One Trading, L.P. | 842 | $28.7K | 0.00% | +842 | New |
| WFA of San Diego, LLC | 816 | $27.8K | 0.03% | +816 | New |
| Quadrant Capital Group LLC | 812 | $27.7K | 0.00% | +34+4.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 707 | $24.1K | 0.00% | +707 | New |
| Farmers & Merchants Investments Inc | 699 | $23.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 647 | $22.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $21.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $21.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $20.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 593 | $20.0K | 0.00% | +314+112.5% | Added |
| True Wealth Design, LLC | 506 | $17.2K | 0.01% | +5+1.0% | Added |
| SOA Wealth Advisors, LLC. | 332 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 300 | $10.0K | 0.00% | −12−3.8% | Reduced |
| V-Square Quantitative Management LLC | 260 | $8.86K | 0.01% | +260 | New |
| Abound Wealth Management | 201 | $6.84K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 122 | $4.16K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $3.92K | 0.00% | +115 | New |
| West Tower Group, LLC | 81 | $2.76K | 0.00% | +81 | New |
| Sittner & Nelson, LLC | 70 | $2.39K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $1.00K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 17 | $580 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $341 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −1,019−99.1% | Reduced |
| 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 |