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 |
|---|---|---|---|---|---|
| German American Bancorp, Inc. | 8,052 | $270.1K | 0.04% | −566−6.6% | Reduced |
| CI Private Wealth, LLC | 8,090 | $271.3K | 0.00% | +8,090 | New |
| LexAurum Advisors, LLC | 8,138 | $273.0K | 0.08% | +695+9.3% | Added |
| Peak Asset Management, LLC | 8,214 | $275.5K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 8,266 | $277.2K | 0.00% | +25+0.3% | Added |
| Triumph Capital Management | 8,289 | $278.8K | 0.13% | −500−5.7% | Reduced |
| Quantamental Technologies LLC | 8,349 | $280.0K | 0.26% | +2,364+39.5% | Added |
| Pittenger & Anderson Inc | 8,372 | $280.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,373 | $280.8K | 0.00% | −801−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 8,557 | $287.0K | 0.01% | +44+0.5% | Added |
| Cable Hill Partners, LLC | 8,584 | $287.9K | 0.04% | 00.0% | Unchanged |
| Truadvice, LLC | 8,575 | $287.9K | 0.11% | 00.0% | Unchanged |
| Kure Advisory, LLC | 8,607 | $288.7K | 0.16% | +8,607 | New |
| NBC Securities, Inc. | 8,667 | $290.0K | 0.03% | +8,667 | New |
| CIBC Asset Management Inc | 8,663 | $290.6K | 0.00% | −345−3.8% | Reduced |
| Savant Capital, LLC | 8,750 | $293.5K | 0.00% | −3,326−27.5% | Reduced |
| Change Path, LLC | 8,975 | $301.0K | 0.02% | −3,039−25.3% | Reduced |
| MCF Advisors LLC | 9,035 | $303.2K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,070 | $304.2K | 0.02% | +48+0.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,086 | $304.7K | 0.09% | +2,072+29.5% | Added |
| Advisory Services Network, LLC | 9,102 | $305.3K | 0.01% | +2,738+43.0% | Added |
| Pinnacle Financial Partners Inc | 9,267 | $310.8K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,344 | $313.4K | 0.00% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 9,681 | $324.7K | 0.62% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,777 | $327.9K | 0.03% | +17+0.2% | Added |
| First Heartland Consultants, Inc. | 9,835 | $330.0K | 0.04% | +1,413+16.8% | Added |
| Bank of Montreal | 9,397 | $330.5K | 0.00% | −11,238−54.5% | Reduced |
| Soltis Investment Advisors LLC | 9,859 | $330.7K | 0.04% | −867−8.1% | Reduced |
| Midwest Financial Group LLC | 9,858 | $331.0K | 0.28% | −400−3.9% | Reduced |
| Henshaw Capital LLC | 10,239 | $343.4K | 0.02% | +3,865+60.6% | Added |
| Metropolitan Life Insurance Co | 10,417 | $349.4K | 0.02% | +373+3.7% | Added |
| Clark Capital Management Group, Inc. | 10,456 | $350.7K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,482 | $351.6K | 0.02% | −109−1.0% | Reduced |
| M&T Bank Corp | 10,700 | $358.9K | 0.00% | −303−2.8% | Reduced |
| Stableford Capital II LLC | 10,529 | $361.7K | 0.17% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 10,790 | $361.9K | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,308 | $379.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11,326 | $379.9K | 0.06% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,698 | $392.3K | 0.20% | −297−2.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11,868 | $398.0K | 0.16% | −3,340−22.0% | Reduced |
| United Capital Financial Advisers, LLC | 11,908 | $399.4K | 0.00% | +4,976+71.8% | Added |
| Stifel Financial Corp | 11,929 | $400.1K | 0.00% | +11,929 | New |
| Evercore Wealth Management, LLC | 12,000 | $402.5K | 0.01% | −38,156−76.1% | Reduced |
| Proequities, Inc. | 12,232 | $411.5K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,443 | $417.3K | 0.06% | −4,259−25.5% | Reduced |
| Advisory Alpha, LLC | 12,477 | $418.5K | 0.02% | −615−4.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 12,478 | $418.5K | 0.05% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 12,993 | $435.8K | 0.25% | +357+2.8% | Added |
| GenTrust, LLC | 13,166 | $442.9K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 13,395 | $449.3K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,409 | $449.7K | 0.00% | +4,138+44.6% | Added |
| Beacon Pointe Advisors, LLC | 13,525 | $453.6K | 0.01% | +13,525 | New |
| Continuum Advisory, LLC | 13,654 | $458.0K | 0.07% | −2,878−17.4% | Reduced |
| Everence Capital Management Inc | 13,700 | $459.0K | 0.04% | +13,700 | New |
| Smart Money Group LLC | 13,737 | $460.7K | 0.22% | +111+0.8% | Added |
| Ameritas Investment Partners, Inc. | 13,741 | $460.9K | 0.02% | +1,981+16.8% | Added |
| Van Eck Associates Corp | 13,818 | $463.0K | 0.00% | +573+4.3% | Added |
| TownSquare Capital, LLC | 13,977 | $468.8K | 0.01% | +530+3.9% | Added |
| Ignite Planners, LLC | 14,118 | $471.5K | 0.14% | +2,921+26.1% | Added |
| Nissay Asset Management Corp | 14,224 | $477.1K | 0.00% | +1,077+8.2% | Added |
| Graham Capital Management, L.P. | 14,665 | $491.9K | 0.01% | +14,665 | New |
| AQR Capital Management LLC | 14,803 | $496.5K | 0.00% | +1,126+8.2% | Added |
| Revisor Wealth Management LLC | 14,857 | $498.3K | 0.42% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 14,942 | $501.0K | 0.00% | −192−1.3% | Reduced |
| Marcum Wealth, LLC | 15,342 | $514.6K | 0.06% | −340−2.2% | Reduced |
| Acorn Financial Advisory Services Inc | 15,437 | $517.8K | 0.09% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 15,589 | $522.9K | 0.09% | −58−0.4% | Reduced |
| Virginia Retirement Systems Et Al | 15,700 | $526.6K | 0.01% | −16,800−51.7% | Reduced |
| Russell Investments Group, Ltd. | 16,053 | $538.4K | 0.00% | +9+0.1% | Added |
| Squarepoint Ops LLC | 16,113 | $540.4K | 0.00% | −21,745−57.4% | Reduced |
| Castleview Partners, LLC | 16,798 | $563.4K | 0.52% | +1,788+11.9% | Added |
| Calton & Associates, Inc. | 16,955 | $568.7K | 0.83% | −35,200−67.5% | Reduced |
| Pictet & Cie (Europe) SA | 16,955 | $568.7K | 0.02% | +187+1.1% | Added |
| ProShare Advisors LLC | 17,946 | $601.9K | 0.00% | −473−2.6% | Reduced |
| Quantbot Technologies LP | 18,120 | $607.7K | 0.04% | +1,293+7.7% | Added |
| National Asset Management, Inc. | 18,081 | $608.2K | 0.02% | −20,581−53.2% | Reduced |
| M Holdings Securities, Inc. | 18,329 | $615.0K | 0.08% | +3,196+21.1% | Added |
| Capital Asset Advisory Services LLC | 18,390 | $638.1K | 0.04% | −4,631−20.1% | Reduced |
| Johnson Midwest Financial, LLC | 19,668 | $659.7K | 1.48% | −833−4.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $662.2K | 0.01% | +2,379+13.7% | Added |
| Fiduciary Alliance LLC | 19,816 | $664.6K | 0.15% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 19,882 | $667.0K | 0.02% | 00.0% | Unchanged |
| EWG Elevate Inc. | 21,001 | $704.4K | 0.32% | −4,260−16.9% | Reduced |
| Apeiron RIA LLC | 21,214 | $711.5K | 0.24% | −1,197−5.3% | Reduced |
| Sigma Planning Corp | 21,467 | $720.0K | 0.03% | +1,094+5.4% | Added |
| Carmel Capital Partners, LLC | 21,572 | $723.5K | 0.32% | +12,277+132.1% | Added |
| StrategIQ Financial Group, LLC | 21,817 | $731.7K | 0.08% | +1,953+9.8% | Added |
| IHT Wealth Management, LLC | 22,044 | $739.4K | 0.04% | −1,311−5.6% | Reduced |
| Bell Bank | 22,095 | $741.1K | 0.08% | −15,465−41.2% | Reduced |
| Cornercap Investment Counsel Inc | 23,628 | $792.5K | 0.14% | −301−1.3% | Reduced |
| HighTower Advisors, LLC | 23,887 | $800.0K | 0.00% | +1,491+6.7% | Added |
| Harbour Investments, Inc. | 24,125 | $809.2K | 0.04% | −43,156−64.1% | Reduced |
| Kovack Advisors, Inc. | 24,374 | $817.5K | 0.11% | −717−2.9% | Reduced |
| EPG Wealth Management LLC | 24,427 | $819.3K | 0.25% | +147+0.6% | Added |
| STRS Ohio | 24,900 | $835.0K | 0.00% | +400+1.6% | Added |
| Standard Life Aberdeen plc | 25,093 | $841.6K | 0.00% | +1,038+4.3% | Added |
| Axxcess Wealth Management, LLC | 25,110 | $842.2K | 0.03% | +17,030+210.8% | Added |
| Beacon Capital Management, LLC | 25,751 | $877.6K | 0.23% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 27,017 | $890.5K | 0.18% | −2,025−7.0% | Reduced |
| Raymond James & Associates | 26,637 | $893.4K | 0.00% | 00.0% | Unchanged |