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, Q3 2023
Institutional positions in Phillips Edison & Company, Inc. as of Sep 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
- 360
- −2 vs. Q2 2023
- Shares held
- 98.8M
- −257.2K (−0.3%) vs. Q2 2023
- Total value
- $3.31B
- −$60.5M (−1.8%) vs. Q2 2023
- New holders
- 30
- 105 more added
- Sold out
- 32
- 140 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,879,409 | $700.3M | 0.02% | −404,511−1.9% | Reduced |
| Vanguard Group Inc | 18,492,753 | $620.2M | 0.02% | −76,168−0.4% | Reduced |
| Wellington Management Group LLP | 8,169,084 | $274.0M | 0.05% | −1,052,947−11.4% | Reduced |
| State Street Corp | 6,596,750 | $221.9M | 0.01% | +10,908+0.2% | Added |
| Massachusetts Financial Services Co | 5,207,617 | $174.7M | 0.06% | +99,383+1.9% | Added |
| FMR LLC | 4,874,206 | $163.5M | 0.01% | +186,651+4.0% | Added |
| Geode Capital Management, LLC | 2,736,638 | $91.8M | 0.01% | +91,333+3.5% | Added |
| Charles Schwab Investment Management Inc | 1,727,398 | $57.9M | 0.02% | +107,214+6.6% | Added |
| Macquarie Group Ltd | 1,610,636 | $54.0M | 0.07% | −61,200−3.7% | Reduced |
| Northern Trust Corp | 1,376,392 | $46.2M | 0.01% | +20,461+1.5% | Added |
| Legal & General Group Plc | 1,058,615 | $35.5M | 0.01% | −14,756−1.4% | Reduced |
| Bank of New York Mellon Corp | 1,047,252 | $35.1M | 0.01% | −44,058−4.0% | Reduced |
| Norges Bank | 893,439 | $30.0M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 835,963 | $28.0M | 0.00% | −6,520−0.8% | Reduced |
| Janus Henderson Group PLC | 761,168 | $25.5M | 0.02% | −527−0.1% | Reduced |
| Nuveen Asset Management, LLC | 705,715 | $23.7M | 0.01% | −219,147−23.7% | Reduced |
| Dimensional Fund Advisors LP | 686,474 | $23.0M | 0.01% | +185,433+37.0% | Added |
| JPMorgan Chase & Co | 678,680 | $22.8M | 0.00% | −16,995−2.4% | Reduced |
| UBS Asset Management Americas Inc | 652,745 | $21.9M | 0.01% | +29,243+4.7% | Added |
| Principal Financial Group Inc | 631,625 | $21.2M | 0.02% | −34,844−5.2% | Reduced |
| Holocene Advisors, LP | 618,320 | $20.7M | 0.09% | +71,905+13.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 600,200 | $20.1M | 0.09% | −8,837−1.5% | Reduced |
| Citadel Advisors LLC | 573,561 | $19.2M | 0.02% | +566,173+7,663.4% | Added |
| Cetera Advisors LLC | 509,697 | $17.1M | 0.27% | −69,861−12.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 483,743 | $16.2M | 0.01% | +483,743 | New |
| Alliancebernstein L.P. | 480,527 | $16.1M | 0.01% | +1,655+0.3% | Added |
| Advisor Group Holdings, Inc. | 447,801 | $15.0M | 0.02% | −156,608−25.9% | Reduced |
| Cetera Advisor Networks LLC | 409,425 | $13.7M | 0.09% | +9,234+2.3% | Added |
| Rhumbline Advisers | 397,515 | $13.3M | 0.02% | +9,457+2.4% | Added |
| Goldman Sachs Group Inc | 396,744 | $13.3M | 0.00% | −142,935−26.5% | Reduced |
| Invesco Ltd. | 392,637 | $13.2M | 0.00% | +116,369+42.1% | Added |
| Ameriprise Financial Inc | 373,592 | $12.5M | 0.00% | −35,271−8.6% | Reduced |
| Cetera Investment Advisers | 371,269 | $12.5M | 0.11% | −56,604−13.2% | Reduced |
| LPL Financial LLC | 348,035 | $11.7M | 0.01% | +93,719+36.9% | Added |
| AE Wealth Management LLC | 333,243 | $11.2M | 0.07% | +32,574+10.8% | Added |
| Nordea Investment Management AB | 291,291 | $9.88M | 0.01% | +60,718+26.3% | Added |
| Deutsche Bank AG | 280,269 | $9.40M | 0.01% | −23,607−7.8% | Reduced |
| Asset Management One Co.,Ltd. | 272,762 | $9.15M | 0.04% | −47,505−14.8% | Reduced |
| Swiss National Bank | 257,900 | $8.65M | 0.01% | +2,500+1.0% | Added |
| Credit Suisse AG | 253,772 | $8.51M | 0.01% | −15,924−5.9% | Reduced |
| Independent Financial Group, LLC | 249,494 | $8.37M | 0.54% | +37,431+17.7% | Added |
| Commonwealth Equity Services, LLC | 241,157 | $8.09M | 0.02% | −18,281−7.0% | Reduced |
| Voloridge Investment Management, LLC | 218,846 | $7.34M | 0.04% | +95,739+77.8% | Added |
| Bank of America Corp | 216,514 | $7.26M | 0.00% | +52,666+32.1% | Added |
| B&I Capital AG | 215,495 | $7.23M | 2.61% | +6,100+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 205,710 | $6.90M | 0.14% | −15,588−7.0% | Reduced |
| Thrivent Financial for Lutherans | 203,332 | $6.82M | 0.02% | +91,119+81.2% | Added |
| Colony Group LLC | 186,135 | $6.24M | 0.09% | −11,681−5.9% | Reduced |
| Mariner, LLC | 183,023 | $6.14M | 0.02% | −13,859−7.0% | Reduced |
| McAdam, LLC | 178,806 | $6.00M | 0.49% | −19,466−9.8% | Reduced |
| Greenland Capital Management LP | 160,000 | $5.37M | 0.64% | +121,000+310.3% | Added |
| California Public Employees Retirement System | 159,639 | $5.35M | 0.00% | +80,589+101.9% | Added |
| Westwood Holdings Group Inc. | 156,000 | $5.23M | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 150,212 | $5.14M | 0.26% | +50,313+50.4% | Added |
| Mercer Global Advisors Inc | 147,205 | $4.94M | 0.02% | −31,499−17.6% | Reduced |
| Public Sector Pension Investment Board | 145,105 | $4.87M | 0.04% | −63,104−30.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 144,477 | $4.85M | 0.02% | +144,477 | New |
| First Trust Advisors LP | 141,728 | $4.75M | 0.01% | −27,805−16.4% | Reduced |
| Prudential Financial Inc | 136,825 | $4.59M | 0.01% | −7,430−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 131,639 | $4.42M | 0.00% | −3,228−2.4% | Reduced |
| First Foundation Advisors | 131,199 | $4.40M | 0.21% | −11,470−8.0% | Reduced |
| Nomura Asset Management Co Ltd | 130,550 | $4.38M | 0.02% | +3,390+2.7% | Added |
| California State Teachers Retirement System | 129,781 | $4.35M | 0.01% | −12,686−8.9% | Reduced |
| State of Alaska, Department of Revenue | 129,098 | $4.33M | 0.05% | −3,330−2.5% | Reduced |
| FirstPurpose Wealth LLC | 128,174 | $4.30M | 1.86% | −6,016−4.5% | Reduced |
| Centaurus Financial, Inc. | 125,347 | $4.20M | 0.37% | +41,335+49.2% | Added |
| Teachers Retirement System of the State of Kentucky | 102,229 | $3.43M | 0.03% | +16,328+19.0% | Added |
| Texas Permanent School Fund | 99,693 | $3.34M | 0.03% | −3,575−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 97,658 | $3.28M | 0.01% | +59,411+155.3% | Added |
| Citigroup Inc | 93,474 | $3.14M | 0.00% | −35,102−27.3% | Reduced |
| Amundi | 87,942 | $3.00M | 0.00% | −2,574−2.8% | Reduced |
| Envestnet Asset Management Inc | 88,682 | $2.97M | 0.00% | −12,460−12.3% | Reduced |
| RMR Wealth Builders | 87,658 | $2.94M | 0.47% | −5,451−5.9% | Reduced |
| Money Concepts Capital Corp | 82,821 | $2.78M | 0.29% | +2,022+2.5% | Added |
| O'Dell Group, LLC | 79,919 | $2.68M | 0.82% | −2,242−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 78,910 | $2.65M | 0.20% | −1,204−1.5% | Reduced |
| Mutual of America Capital Management LLC | 78,593 | $2.64M | 0.03% | +27,641+54.2% | Added |
| Royal Bank of Canada | 78,585 | $2.64M | 0.00% | +3,996+5.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,488 | $2.63M | 0.02% | −54,104−40.8% | Reduced |
| ExodusPoint Capital Management, LP | 78,382 | $2.63M | 0.03% | −30,439−28.0% | Reduced |
| SG Americas Securities, LLC | 77,360 | $2.60M | 0.03% | +59,854+341.9% | Added |
| Jane Street Group, LLC | 76,413 | $2.56M | 0.00% | +76,413 | New |
| Barclays PLC | 75,248 | $2.52M | 0.00% | +10,352+16.0% | Added |
| Koshinski Asset Management, Inc. | 73,346 | $2.46M | 0.28% | −976−1.3% | Reduced |
| My Legacy Advisors, LLC | 71,391 | $2.44M | 0.99% | −6,071−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 72,628 | $2.44M | 0.01% | −9,958−12.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,784 | $2.37M | 0.00% | +2,067+3.0% | Added |
| Geneos Wealth Management Inc. | 67,632 | $2.27M | 0.12% | +2,062+3.1% | Added |
| Arkadios Wealth Advisors | 66,777 | $2.24M | 0.21% | −13,062−16.4% | Reduced |
| State of Tennessee, Treasury Department | 66,436 | $2.23M | 0.01% | +21,631+48.3% | Added |
| American International Group, Inc. | 64,737 | $2.17M | 0.01% | +1,386+2.2% | Added |
| Integrated Advisors Network LLC | 64,582 | $2.17M | 0.13% | −1,872−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 64,503 | $2.16M | 0.04% | +64,503 | New |
| Susquehanna International Group, LLP | 64,057 | $2.15M | 0.00% | −29,078−31.2% | Reduced |
| Victory Capital Management Inc | 63,982 | $2.15M | 0.00% | +12,821+25.1% | Added |
| Atria Wealth Solutions, Inc. | 62,891 | $2.11M | 0.03% | −6,839−9.8% | Reduced |
| MetLife Investment Management | 62,068 | $2.08M | 0.02% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 62,000 | $2.08M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 61,848 | $2.07M | 0.00% | +14,525+30.7% | Added |
| Louisiana State Employees Retirement System | 59,800 | $2.01M | 0.05% | −1,800−2.9% | Reduced |