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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Rise Advisors, LLC | 0 | $8 | 0.00% | −874−100.0% | Reduced |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $571 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $839 | 0.00% | +15+150.0% | Added |
| Sittner & Nelson, LLC | 70 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 92 | $3.00K | 0.00% | +92 | New |
| Parkside Financial Bank & Trust | 107 | $3.59K | 0.00% | −8−7.0% | Reduced |
| Aspire Private Capital, LLC | 122 | $4.09K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 201 | $6.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 242 | $8.12K | 0.00% | +242 | New |
| Ci Investments Inc. | 296 | $10.0K | 0.00% | −4−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 332 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 400 | $13.4K | 0.00% | −412−50.7% | Reduced |
| Retirement Group, LLC | 497 | $16.7K | 0.01% | −150−23.2% | Reduced |
| Creative Financial Designs Inc | 502 | $16.8K | 0.00% | −349−41.0% | Reduced |
| True Wealth Design, LLC | 510 | $17.1K | 0.01% | +4+0.8% | Added |
| Annapolis Financial Services, LLC | 591 | $19.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $20.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.0K | 0.01% | +628 | New |
| FinTrust Capital Advisors, LLC | 680 | $22.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $26.1K | 0.00% | +78+11.2% | Added |
| Capital Analysts, LLC | 802 | $27.0K | 0.00% | +802 | New |
| WFA of San Diego, LLC | 816 | $27.4K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 868 | $29.0K | 0.00% | +275+46.4% | Added |
| Clearstead Advisors, LLC | 881 | $29.5K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 900 | $30.2K | 0.02% | +900 | New |
| Kozak & Associates, Inc. | 924 | $30.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $32.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $33.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $33.5K | 0.00% | −730−42.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $33.5K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,105 | $37.1K | 0.03% | +1,105 | New |
| Pinnacle Bancorp, Inc. | 1,111 | $37.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,114 | $37.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,144 | $38.4K | 0.01% | +9+0.8% | Added |
| Buck Wealth Strategies, LLC | 1,225 | $41.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $42.4K | 0.02% | +1,263 | New |
| IFP Advisors, Inc | 1,317 | $44.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $44.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,355 | $45.4K | 0.00% | −931−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,360 | $45.6K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,368 | $46.0K | 0.00% | −713−34.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,419 | $48.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $49.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,562 | $52.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $53.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $60.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,850 | $62.2K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,916 | $64.3K | 0.02% | +1,916 | New |
| Whittier Trust Co | 2,500 | $83.8K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,506 | $84.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $84.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $84.8K | 0.07% | +2,527 | New |
| Allworth Financial LP | 2,532 | $84.9K | 0.00% | −1,230−32.7% | Reduced |
| KBC Group NV | 2,783 | $93.0K | 0.00% | −5,796−67.6% | Reduced |
| Beacon Capital Management, Inc. | 3,015 | $101.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $103.0K | 0.11% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,073 | $103.1K | 0.01% | +3,073 | New |
| Lazard Asset Management LLC | 3,128 | $104.0K | 0.00% | +411+15.1% | Added |
| HHM Wealth Advisors, LLC | 3,655 | $122.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,306 | $144.4K | 0.01% | +4+0.1% | Added |
| RE Dickinson Investment Advisors, LLC | 5,179 | $174.0K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,189 | $174.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,805 | $194.7K | 0.02% | +1,000+20.8% | Added |
| Allspring Global Investments Holdings, LLC | 5,878 | $197.1K | 0.00% | −249−4.1% | Reduced |
| GW Henssler & Associates Ltd | 6,008 | $201.5K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,115 | $205.1K | 0.00% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 6,213 | $208.4K | 0.04% | +213+3.6% | Added |
| Allen Capital Group, LLC | 6,334 | $208.7K | 0.04% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,231 | $209.6K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,410 | $215.0K | 0.01% | +6,410 | New |
| Bremer Bank National Association | 6,451 | $216.4K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,478 | $217.3K | 0.11% | −699−9.7% | Reduced |
| Brown Advisory Inc | 6,564 | $220.2K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,580 | $220.7K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,643 | $222.8K | 0.01% | −539−7.5% | Reduced |
| Monograph Wealth Advisors, LLC | 6,638 | $223.3K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,781 | $227.0K | 0.00% | −1,215−15.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,800 | $228.7K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,842 | $229.5K | 0.05% | −656−8.7% | Reduced |
| Xponance, Inc. | 7,000 | $234.8K | 0.00% | +41+0.6% | Added |
| PFG Investments, LLC | 7,035 | $235.9K | 0.04% | −7,845−52.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,051 | $236.5K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,111 | $238.5K | 0.01% | +7,111 | New |
| Gladstone Institutional Advisory LLC | 7,156 | $240.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,161 | $240.2K | 0.00% | −2,176−23.3% | Reduced |
| Mackenzie Financial Corp | 7,555 | $245.0K | 0.00% | −23−0.3% | Reduced |
| Plotkin Financial Advisors, LLC | 7,443 | $249.6K | 0.22% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,558 | $253.5K | 0.00% | −1,683−18.2% | Reduced |
| Blair William & Co | 7,569 | $253.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,570 | $253.9K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,593 | $254.7K | 0.02% | +49+0.6% | Added |
| Vestcor Inc | 7,665 | $257.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,534 | $263.5K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,868 | $263.9K | 0.09% | −2,164−21.6% | Reduced |