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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 27,226 | $913.2K | 0.00% | −8,996−24.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 27,833 | $934.0K | 0.39% | +27,833 | New |
| Natixis Advisors, L.P. | 28,121 | $943.0K | 0.00% | +7,337+35.3% | Added |
| InterOcean Capital Group, LLC | 28,322 | $949.9K | 0.03% | −333−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $951.0K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 28,770 | $964.9K | 0.21% | +414+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,915 | $969.8K | 0.00% | −499−1.7% | Reduced |
| Coppell Advisory Solutions LLC | 30,560 | $973.0K | 0.35% | −7,684−20.1% | Reduced |
| ClariVest Asset Management LLC | 29,271 | $981.0K | 0.05% | +29,231+73,077.5% | Added |
| Advisory Resource Group | 29,314 | $983.2K | 0.27% | −29,479−50.1% | Reduced |
| Arete Wealth Advisors, LLC | 29,464 | $988.2K | 0.17% | −63,106−68.2% | Reduced |
| Janney Montgomery Scott LLC | 30,648 | $1.03M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 30,801 | $1.03M | 0.00% | +30,801 | New |
| New York State Teachers Retirement System | 31,000 | $1.04M | 0.00% | −300−1.0% | Reduced |
| Curi Capital | 31,032 | $1.04M | 0.16% | −3,641−10.5% | Reduced |
| Handelsbanken Fonder AB | 31,100 | $1.04M | 0.01% | +6,600+26.9% | Added |
| CWM, LLC | 31,713 | $1.06M | 0.01% | −12,076−27.6% | Reduced |
| Accel Wealth Management | 31,799 | $1.07M | 0.59% | −7,494−19.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,871 | $1.10M | 0.05% | −177−0.5% | Reduced |
| Arizona State Retirement System | 33,399 | $1.12M | 0.01% | +460+1.4% | Added |
| UniSuper Management Pty Ltd | 33,400 | $1.12M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 33,690 | $1.13M | 0.00% | +170+0.5% | Added |
| Wells Fargo & Company | 33,724 | $1.13M | 0.00% | −27,729−45.1% | Reduced |
| Vident Advisory, LLC | 33,979 | $1.14M | 0.04% | +33,979 | New |
| Belpointe Asset Management LLC | 34,129 | $1.14M | 0.12% | −1,755−4.9% | Reduced |
| Spire Wealth Management | 34,281 | $1.15M | 0.04% | −3,475−9.2% | Reduced |
| American Century Companies Inc | 34,294 | $1.15M | 0.00% | +4,961+16.9% | Added |
| Oregon Public Employees Retirement Fund | 34,953 | $1.17M | 0.02% | −1,647−4.5% | Reduced |
| Cresset Asset Management, LLC | 35,286 | $1.19M | 0.01% | −4,017−10.2% | Reduced |
| Daiwa Securities Group Inc. | 37,501 | $1.26M | 0.01% | +1,471+4.1% | Added |
| Jump Financial, LLC | 37,789 | $1.27M | 0.05% | −13,411−26.2% | Reduced |
| Cooper Financial Group | 38,521 | $1.29M | 0.31% | −2,143−5.3% | Reduced |
| Well Done, LLC | 39,432 | $1.32M | 0.29% | −5,677−12.6% | Reduced |
| Ensign Peak Advisors, Inc | 40,650 | $1.36M | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 41,291 | $1.38M | 0.16% | +11,816+40.1% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.40M | 0.53% | −284−0.7% | Reduced |
| Kestra Advisory Services, LLC | 42,864 | $1.44M | 0.01% | −65,311−60.4% | Reduced |
| Maryland State Retirement & Pension System | 43,242 | $1.45M | 0.03% | −2,458−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 44,677 | $1.50M | 0.03% | −2,383−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 46,053 | $1.54M | 0.01% | +2,233+5.1% | Added |
| Amalgamated Bank | 47,454 | $1.59M | 0.01% | −793−1.6% | Reduced |
| New York State Common Retirement Fund | 47,807 | $1.60M | 0.00% | −927−1.9% | Reduced |
| Dark Forest Capital Management LP | 48,469 | $1.63M | 0.14% | +48,469 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,662 | $1.63M | 0.01% | +2,880+6.3% | Added |
| UBS Group AG | 48,773 | $1.64M | 0.00% | −53,982−52.5% | Reduced |
| Mutual Advisors, LLC | 48,992 | $1.64M | 0.06% | +1,270+2.7% | Added |
| Voya Investment Management LLC | 50,596 | $1.70M | 0.00% | +426+0.8% | Added |
| Price T Rowe Associates Inc | 51,823 | $1.74M | 0.00% | +2,856+5.8% | Added |
| GWM Advisors LLC | 52,344 | $1.76M | 0.02% | +12,561+31.6% | Added |
| Brinker Capital Investments, LLC | 52,752 | $1.77M | 0.02% | −7,379−12.3% | Reduced |
| Orion Portfolio Solutions, LLC | 52,752 | $1.77M | 0.02% | −7,379−12.3% | Reduced |
| Creative Planning | 53,222 | $1.79M | 0.00% | +579+1.1% | Added |
| Comerica Bank | 54,221 | $1.82M | 0.01% | +54,221 | New |
| Stratos Wealth Partners, LTD. | 54,769 | $1.84M | 0.04% | +160.0% | Added |
| Teacher Retirement System of Texas | 54,842 | $1.84M | 0.01% | +5,101+10.3% | Added |
| HRT Financial LP | 55,124 | $1.85M | 0.02% | +55,124 | New |
| Mirae Asset Global Investments Co., Ltd. | 56,556 | $1.90M | 0.00% | −959−1.7% | Reduced |
| Brookstone Capital Management | 56,595 | $1.93M | 0.04% | −248−0.4% | Reduced |
| Yousif Capital Management, LLC | 58,628 | $1.97M | 0.03% | −3,837−6.1% | Reduced |
| HSBC Holdings PLC | 59,151 | $1.98M | 0.00% | −7,095−10.7% | Reduced |
| Louisiana State Employees Retirement System | 59,800 | $2.01M | 0.05% | −1,800−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 61,848 | $2.07M | 0.00% | +14,525+30.7% | Added |
| Centersquare Investment Management LLC | 62,000 | $2.08M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 62,068 | $2.08M | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 62,891 | $2.11M | 0.03% | −6,839−9.8% | Reduced |
| Victory Capital Management Inc | 63,982 | $2.15M | 0.00% | +12,821+25.1% | Added |
| Susquehanna International Group, LLP | 64,057 | $2.15M | 0.00% | −29,078−31.2% | Reduced |
| Illinois Municipal Retirement Fund | 64,503 | $2.16M | 0.04% | +64,503 | New |
| Integrated Advisors Network LLC | 64,582 | $2.17M | 0.13% | −1,872−2.8% | Reduced |
| American International Group, Inc. | 64,737 | $2.17M | 0.01% | +1,386+2.2% | Added |
| State of Tennessee, Treasury Department | 66,436 | $2.23M | 0.01% | +21,631+48.3% | Added |
| Arkadios Wealth Advisors | 66,777 | $2.24M | 0.21% | −13,062−16.4% | Reduced |
| Geneos Wealth Management Inc. | 67,632 | $2.27M | 0.12% | +2,062+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,784 | $2.37M | 0.00% | +2,067+3.0% | Added |
| State of New Jersey Common Pension Fund D | 72,628 | $2.44M | 0.01% | −9,958−12.1% | Reduced |
| My Legacy Advisors, LLC | 71,391 | $2.44M | 0.99% | −6,071−7.8% | Reduced |
| Koshinski Asset Management, Inc. | 73,346 | $2.46M | 0.28% | −976−1.3% | Reduced |
| Barclays PLC | 75,248 | $2.52M | 0.00% | +10,352+16.0% | Added |
| Jane Street Group, LLC | 76,413 | $2.56M | 0.00% | +76,413 | New |
| SG Americas Securities, LLC | 77,360 | $2.60M | 0.03% | +59,854+341.9% | Added |
| ExodusPoint Capital Management, LP | 78,382 | $2.63M | 0.03% | −30,439−28.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,488 | $2.63M | 0.02% | −54,104−40.8% | Reduced |
| Royal Bank of Canada | 78,585 | $2.64M | 0.00% | +3,996+5.4% | Added |
| Mutual of America Capital Management LLC | 78,593 | $2.64M | 0.03% | +27,641+54.2% | Added |
| J.W. Cole Advisors, Inc. | 78,910 | $2.65M | 0.20% | −1,204−1.5% | Reduced |
| O'Dell Group, LLC | 79,919 | $2.68M | 0.82% | −2,242−2.7% | Reduced |
| Money Concepts Capital Corp | 82,821 | $2.78M | 0.29% | +2,022+2.5% | Added |
| RMR Wealth Builders | 87,658 | $2.94M | 0.47% | −5,451−5.9% | Reduced |
| Envestnet Asset Management Inc | 88,682 | $2.97M | 0.00% | −12,460−12.3% | Reduced |
| Amundi | 87,942 | $3.00M | 0.00% | −2,574−2.8% | Reduced |
| Citigroup Inc | 93,474 | $3.14M | 0.00% | −35,102−27.3% | Reduced |
| D. E. Shaw & Co., Inc. | 97,658 | $3.28M | 0.01% | +59,411+155.3% | Added |
| Texas Permanent School Fund | 99,693 | $3.34M | 0.03% | −3,575−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 102,229 | $3.43M | 0.03% | +16,328+19.0% | Added |
| Centaurus Financial, Inc. | 125,347 | $4.20M | 0.37% | +41,335+49.2% | Added |
| FirstPurpose Wealth LLC | 128,174 | $4.30M | 1.86% | −6,016−4.5% | Reduced |
| State of Alaska, Department of Revenue | 129,098 | $4.33M | 0.05% | −3,330−2.5% | Reduced |
| California State Teachers Retirement System | 129,781 | $4.35M | 0.01% | −12,686−8.9% | Reduced |
| Nomura Asset Management Co Ltd | 130,550 | $4.38M | 0.02% | +3,390+2.7% | Added |
| First Foundation Advisors | 131,199 | $4.40M | 0.21% | −11,470−8.0% | Reduced |