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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 131,639 | $4.42M | 0.00% | −3,228−2.4% | Reduced |
| Prudential Financial Inc | 136,825 | $4.59M | 0.01% | −7,430−5.2% | Reduced |
| First Trust Advisors LP | 141,728 | $4.75M | 0.01% | −27,805−16.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 144,477 | $4.85M | 0.02% | +144,477 | New |
| Public Sector Pension Investment Board | 145,105 | $4.87M | 0.04% | −63,104−30.3% | Reduced |
| Mercer Global Advisors Inc | 147,205 | $4.94M | 0.02% | −31,499−17.6% | Reduced |
| Ameritas Advisory Services, LLC | 150,212 | $5.14M | 0.26% | +50,313+50.4% | Added |
| Westwood Holdings Group Inc. | 156,000 | $5.23M | 0.05% | 00.0% | Unchanged |
| California Public Employees Retirement System | 159,639 | $5.35M | 0.00% | +80,589+101.9% | Added |
| Greenland Capital Management LP | 160,000 | $5.37M | 0.64% | +121,000+310.3% | Added |
| McAdam, LLC | 178,806 | $6.00M | 0.49% | −19,466−9.8% | Reduced |
| Mariner, LLC | 183,023 | $6.14M | 0.02% | −13,859−7.0% | Reduced |
| Colony Group LLC | 186,135 | $6.24M | 0.09% | −11,681−5.9% | Reduced |
| Thrivent Financial for Lutherans | 203,332 | $6.82M | 0.02% | +91,119+81.2% | Added |
| Prime Capital Investment Advisors, LLC | 205,710 | $6.90M | 0.14% | −15,588−7.0% | Reduced |
| B&I Capital AG | 215,495 | $7.23M | 2.61% | +6,100+2.9% | Added |
| Bank of America Corp | 216,514 | $7.26M | 0.00% | +52,666+32.1% | Added |
| Voloridge Investment Management, LLC | 218,846 | $7.34M | 0.04% | +95,739+77.8% | Added |
| Commonwealth Equity Services, LLC | 241,157 | $8.09M | 0.02% | −18,281−7.0% | Reduced |
| Independent Financial Group, LLC | 249,494 | $8.37M | 0.54% | +37,431+17.7% | Added |
| Credit Suisse AG | 253,772 | $8.51M | 0.01% | −15,924−5.9% | Reduced |
| Swiss National Bank | 257,900 | $8.65M | 0.01% | +2,500+1.0% | Added |
| Asset Management One Co.,Ltd. | 272,762 | $9.15M | 0.04% | −47,505−14.8% | Reduced |
| Deutsche Bank AG | 280,269 | $9.40M | 0.01% | −23,607−7.8% | Reduced |
| Nordea Investment Management AB | 291,291 | $9.88M | 0.01% | +60,718+26.3% | Added |
| AE Wealth Management LLC | 333,243 | $11.2M | 0.07% | +32,574+10.8% | Added |
| LPL Financial LLC | 348,035 | $11.7M | 0.01% | +93,719+36.9% | Added |
| Cetera Investment Advisers | 371,269 | $12.5M | 0.11% | −56,604−13.2% | Reduced |
| Ameriprise Financial Inc | 373,592 | $12.5M | 0.00% | −35,271−8.6% | Reduced |
| Invesco Ltd. | 392,637 | $13.2M | 0.00% | +116,369+42.1% | Added |
| Goldman Sachs Group Inc | 396,744 | $13.3M | 0.00% | −142,935−26.5% | Reduced |
| Rhumbline Advisers | 397,515 | $13.3M | 0.02% | +9,457+2.4% | Added |
| Cetera Advisor Networks LLC | 409,425 | $13.7M | 0.09% | +9,234+2.3% | Added |
| Advisor Group Holdings, Inc. | 447,801 | $15.0M | 0.02% | −156,608−25.9% | Reduced |
| Alliancebernstein L.P. | 480,527 | $16.1M | 0.01% | +1,655+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 483,743 | $16.2M | 0.01% | +483,743 | New |
| Cetera Advisors LLC | 509,697 | $17.1M | 0.27% | −69,861−12.1% | Reduced |
| Citadel Advisors LLC | 573,561 | $19.2M | 0.02% | +566,173+7,663.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 600,200 | $20.1M | 0.09% | −8,837−1.5% | Reduced |
| Holocene Advisors, LP | 618,320 | $20.7M | 0.09% | +71,905+13.2% | Added |
| Principal Financial Group Inc | 631,625 | $21.2M | 0.02% | −34,844−5.2% | Reduced |
| UBS Asset Management Americas Inc | 652,745 | $21.9M | 0.01% | +29,243+4.7% | Added |
| JPMorgan Chase & Co | 678,680 | $22.8M | 0.00% | −16,995−2.4% | Reduced |
| Dimensional Fund Advisors LP | 686,474 | $23.0M | 0.01% | +185,433+37.0% | Added |
| Nuveen Asset Management, LLC | 705,715 | $23.7M | 0.01% | −219,147−23.7% | Reduced |
| Janus Henderson Group PLC | 761,168 | $25.5M | 0.02% | −527−0.1% | Reduced |
| Morgan Stanley | 835,963 | $28.0M | 0.00% | −6,520−0.8% | Reduced |
| Norges Bank | 893,439 | $30.0M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,047,252 | $35.1M | 0.01% | −44,058−4.0% | Reduced |
| Legal & General Group Plc | 1,058,615 | $35.5M | 0.01% | −14,756−1.4% | Reduced |
| Northern Trust Corp | 1,376,392 | $46.2M | 0.01% | +20,461+1.5% | Added |
| Macquarie Group Ltd | 1,610,636 | $54.0M | 0.07% | −61,200−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,727,398 | $57.9M | 0.02% | +107,214+6.6% | Added |
| Geode Capital Management, LLC | 2,736,638 | $91.8M | 0.01% | +91,333+3.5% | Added |
| FMR LLC | 4,874,206 | $163.5M | 0.01% | +186,651+4.0% | Added |
| Massachusetts Financial Services Co | 5,207,617 | $174.7M | 0.06% | +99,383+1.9% | Added |
| State Street Corp | 6,596,750 | $221.9M | 0.01% | +10,908+0.2% | Added |
| Wellington Management Group LLP | 8,169,084 | $274.0M | 0.05% | −1,052,947−11.4% | Reduced |
| Vanguard Group Inc | 18,492,753 | $620.2M | 0.02% | −76,168−0.4% | Reduced |
| BlackRock Inc. | 20,879,409 | $700.3M | 0.02% | −404,511−1.9% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −186,500−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −44,261−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −33,311−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −25,370−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −18,918−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −17,606−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,351−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Slagle Financial, LLC | 0 | $0 | 0.00% | −9,553−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −8,654−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −7,780−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,976−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,331−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Clarus Wealth Advisors | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |