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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 59,151 | $1.98M | 0.00% | −7,095−10.7% | Reduced |
| Yousif Capital Management, LLC | 58,628 | $1.97M | 0.03% | −3,837−6.1% | Reduced |
| Brookstone Capital Management | 56,595 | $1.93M | 0.04% | −248−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 56,556 | $1.90M | 0.00% | −959−1.7% | Reduced |
| HRT Financial LP | 55,124 | $1.85M | 0.02% | +55,124 | New |
| Teacher Retirement System of Texas | 54,842 | $1.84M | 0.01% | +5,101+10.3% | Added |
| Stratos Wealth Partners, LTD. | 54,769 | $1.84M | 0.04% | +160.0% | Added |
| Comerica Bank | 54,221 | $1.82M | 0.01% | +54,221 | New |
| Creative Planning | 53,222 | $1.79M | 0.00% | +579+1.1% | 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 |
| GWM Advisors LLC | 52,344 | $1.76M | 0.02% | +12,561+31.6% | Added |
| Price T Rowe Associates Inc | 51,823 | $1.74M | 0.00% | +2,856+5.8% | Added |
| Voya Investment Management LLC | 50,596 | $1.70M | 0.00% | +426+0.8% | Added |
| Mutual Advisors, LLC | 48,992 | $1.64M | 0.06% | +1,270+2.7% | Added |
| UBS Group AG | 48,773 | $1.64M | 0.00% | −53,982−52.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,662 | $1.63M | 0.01% | +2,880+6.3% | Added |
| Dark Forest Capital Management LP | 48,469 | $1.63M | 0.14% | +48,469 | New |
| New York State Common Retirement Fund | 47,807 | $1.60M | 0.00% | −927−1.9% | Reduced |
| Amalgamated Bank | 47,454 | $1.59M | 0.01% | −793−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 46,053 | $1.54M | 0.01% | +2,233+5.1% | Added |
| Resources Investment Advisors, LLC. | 44,677 | $1.50M | 0.03% | −2,383−5.1% | Reduced |
| Maryland State Retirement & Pension System | 43,242 | $1.45M | 0.03% | −2,458−5.4% | Reduced |
| Kestra Advisory Services, LLC | 42,864 | $1.44M | 0.01% | −65,311−60.4% | Reduced |
| Outlook Wealth Advisors, LLC | 41,766 | $1.40M | 0.53% | −284−0.7% | Reduced |
| FJ Capital Management LLC | 41,291 | $1.38M | 0.16% | +11,816+40.1% | Added |
| Ensign Peak Advisors, Inc | 40,650 | $1.36M | 0.00% | 00.0% | Unchanged |
| Well Done, LLC | 39,432 | $1.32M | 0.29% | −5,677−12.6% | Reduced |
| Cooper Financial Group | 38,521 | $1.29M | 0.31% | −2,143−5.3% | Reduced |
| Jump Financial, LLC | 37,789 | $1.27M | 0.05% | −13,411−26.2% | Reduced |
| Daiwa Securities Group Inc. | 37,501 | $1.26M | 0.01% | +1,471+4.1% | Added |
| Cresset Asset Management, LLC | 35,286 | $1.19M | 0.01% | −4,017−10.2% | Reduced |
| Oregon Public Employees Retirement Fund | 34,953 | $1.17M | 0.02% | −1,647−4.5% | Reduced |
| American Century Companies Inc | 34,294 | $1.15M | 0.00% | +4,961+16.9% | Added |
| Spire Wealth Management | 34,281 | $1.15M | 0.04% | −3,475−9.2% | Reduced |
| Belpointe Asset Management LLC | 34,129 | $1.14M | 0.12% | −1,755−4.9% | Reduced |
| Vident Advisory, LLC | 33,979 | $1.14M | 0.04% | +33,979 | New |
| Wells Fargo & Company | 33,724 | $1.13M | 0.00% | −27,729−45.1% | Reduced |
| State Board of Administration of Florida Retirement System | 33,690 | $1.13M | 0.00% | +170+0.5% | Added |
| UniSuper Management Pty Ltd | 33,400 | $1.12M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 33,399 | $1.12M | 0.01% | +460+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 32,871 | $1.10M | 0.05% | −177−0.5% | Reduced |
| Accel Wealth Management | 31,799 | $1.07M | 0.59% | −7,494−19.1% | Reduced |
| CWM, LLC | 31,713 | $1.06M | 0.01% | −12,076−27.6% | Reduced |
| Handelsbanken Fonder AB | 31,100 | $1.04M | 0.01% | +6,600+26.9% | Added |
| Curi Capital | 31,032 | $1.04M | 0.16% | −3,641−10.5% | Reduced |
| New York State Teachers Retirement System | 31,000 | $1.04M | 0.00% | −300−1.0% | Reduced |
| Pictet Asset Management Holding SA | 30,801 | $1.03M | 0.00% | +30,801 | New |
| Janney Montgomery Scott LLC | 30,648 | $1.03M | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,464 | $988.2K | 0.17% | −63,106−68.2% | Reduced |
| Advisory Resource Group | 29,314 | $983.2K | 0.27% | −29,479−50.1% | Reduced |
| ClariVest Asset Management LLC | 29,271 | $981.0K | 0.05% | +29,231+73,077.5% | Added |
| Coppell Advisory Solutions LLC | 30,560 | $973.0K | 0.35% | −7,684−20.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,915 | $969.8K | 0.00% | −499−1.7% | Reduced |
| Silver Oak Securities, Inc | 28,770 | $964.9K | 0.21% | +414+1.5% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $951.0K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 28,322 | $949.9K | 0.03% | −333−1.2% | Reduced |
| Natixis Advisors, L.P. | 28,121 | $943.0K | 0.00% | +7,337+35.3% | Added |
| Jackson Creek Investment Advisors LLC | 27,833 | $934.0K | 0.39% | +27,833 | New |
| Cerity Partners LLC | 27,226 | $913.2K | 0.00% | −8,996−24.8% | Reduced |
| Raymond James & Associates | 26,637 | $893.4K | 0.00% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 27,017 | $890.5K | 0.18% | −2,025−7.0% | Reduced |
| Beacon Capital Management, LLC | 25,751 | $877.6K | 0.23% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 25,110 | $842.2K | 0.03% | +17,030+210.8% | Added |
| Standard Life Aberdeen plc | 25,093 | $841.6K | 0.00% | +1,038+4.3% | Added |
| STRS Ohio | 24,900 | $835.0K | 0.00% | +400+1.6% | Added |
| EPG Wealth Management LLC | 24,427 | $819.3K | 0.25% | +147+0.6% | Added |
| Kovack Advisors, Inc. | 24,374 | $817.5K | 0.11% | −717−2.9% | Reduced |
| Harbour Investments, Inc. | 24,125 | $809.2K | 0.04% | −43,156−64.1% | Reduced |
| HighTower Advisors, LLC | 23,887 | $800.0K | 0.00% | +1,491+6.7% | Added |
| Cornercap Investment Counsel Inc | 23,628 | $792.5K | 0.14% | −301−1.3% | Reduced |
| Bell Bank | 22,095 | $741.1K | 0.08% | −15,465−41.2% | Reduced |
| IHT Wealth Management, LLC | 22,044 | $739.4K | 0.04% | −1,311−5.6% | Reduced |
| StrategIQ Financial Group, LLC | 21,817 | $731.7K | 0.08% | +1,953+9.8% | Added |
| Carmel Capital Partners, LLC | 21,572 | $723.5K | 0.32% | +12,277+132.1% | Added |
| Sigma Planning Corp | 21,467 | $720.0K | 0.03% | +1,094+5.4% | Added |
| Apeiron RIA LLC | 21,214 | $711.5K | 0.24% | −1,197−5.3% | Reduced |
| EWG Elevate Inc. | 21,001 | $704.4K | 0.32% | −4,260−16.9% | Reduced |
| Vaughan David Investments LLC | 19,882 | $667.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19,816 | $664.6K | 0.15% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $662.2K | 0.01% | +2,379+13.7% | Added |
| Johnson Midwest Financial, LLC | 19,668 | $659.7K | 1.48% | −833−4.1% | Reduced |
| Capital Asset Advisory Services LLC | 18,390 | $638.1K | 0.04% | −4,631−20.1% | Reduced |
| M Holdings Securities, Inc. | 18,329 | $615.0K | 0.08% | +3,196+21.1% | Added |
| National Asset Management, Inc. | 18,081 | $608.2K | 0.02% | −20,581−53.2% | Reduced |
| Quantbot Technologies LP | 18,120 | $607.7K | 0.04% | +1,293+7.7% | Added |
| ProShare Advisors LLC | 17,946 | $601.9K | 0.00% | −473−2.6% | Reduced |
| 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 |
| Castleview Partners, LLC | 16,798 | $563.4K | 0.52% | +1,788+11.9% | Added |
| Squarepoint Ops LLC | 16,113 | $540.4K | 0.00% | −21,745−57.4% | Reduced |
| Russell Investments Group, Ltd. | 16,053 | $538.4K | 0.00% | +9+0.1% | Added |
| Virginia Retirement Systems Et Al | 15,700 | $526.6K | 0.01% | −16,800−51.7% | Reduced |
| Hendershot Investments Inc. | 15,589 | $522.9K | 0.09% | −58−0.4% | Reduced |
| Acorn Financial Advisory Services Inc | 15,437 | $517.8K | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 15,342 | $514.6K | 0.06% | −340−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 14,942 | $501.0K | 0.00% | −192−1.3% | Reduced |
| Revisor Wealth Management LLC | 14,857 | $498.3K | 0.42% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,803 | $496.5K | 0.00% | +1,126+8.2% | Added |
| Graham Capital Management, L.P. | 14,665 | $491.9K | 0.01% | +14,665 | New |