Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 360 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ3 2023: $3.31B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nissay Asset Management Corp14,224$477.1K0.00%+1,077+8.2%Added
Ignite Planners, LLC14,118$471.5K0.14%+2,921+26.1%Added
TownSquare Capital, LLC13,977$468.8K0.01%+530+3.9%Added
Van Eck Associates Corp13,818$463.0K0.00%+573+4.3%Added
Ameritas Investment Partners, Inc.13,741$460.9K0.02%+1,981+16.8%Added
Smart Money Group LLC13,737$460.7K0.22%+111+0.8%Added
Everence Capital Management Inc13,700$459.0K0.04%+13,700New
Continuum Advisory, LLC13,654$458.0K0.07%−2,878−17.4%Reduced
Beacon Pointe Advisors, LLC13,525$453.6K0.01%+13,525New
State of Wisconsin Investment Board13,409$449.7K0.00%+4,138+44.6%Added
BancorpSouth Bank13,395$449.3K0.04%00.0%Unchanged
GenTrust, LLC13,166$442.9K0.03%00.0%Unchanged
Demars Financial Group, LLC12,993$435.8K0.25%+357+2.8%Added
Beaird Harris Wealth Management, LLC12,478$418.5K0.05%00.0%Unchanged
Advisory Alpha, LLC12,477$418.5K0.02%−615−4.7%Reduced
Ausdal Financial Partners, Inc.12,443$417.3K0.06%−4,259−25.5%Reduced
Proequities, Inc.12,232$411.5K0.03%00.0%Unchanged
Evercore Wealth Management, LLC12,000$402.5K0.01%−38,156−76.1%Reduced
Stifel Financial Corp11,929$400.1K0.00%+11,929New
United Capital Financial Advisers, LLC11,908$399.4K0.00%+4,976+71.8%Added
Oliver Lagore Vanvalin Investment Group11,868$398.0K0.16%−3,340−22.0%Reduced
Raleigh Capital Management Inc.11,698$392.3K0.20%−297−2.5%Reduced
Glassman Wealth Services11,326$379.9K0.06%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11,308$379.3K0.00%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$361.9K0.12%00.0%Unchanged
Stableford Capital II LLC10,529$361.7K0.17%00.0%Unchanged
M&T Bank Corp10,700$358.9K0.00%−303−2.8%Reduced
Independent Advisor Alliance10,482$351.6K0.02%−109−1.0%Reduced
Clark Capital Management Group, Inc.10,456$350.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co10,417$349.4K0.02%+373+3.7%Added
Henshaw Capital LLC10,239$343.4K0.02%+3,865+60.6%Added
Midwest Financial Group LLC9,858$331.0K0.28%−400−3.9%Reduced
Soltis Investment Advisors LLC9,859$330.7K0.04%−867−8.1%Reduced
Bank of Montreal9,397$330.5K0.00%−11,238−54.5%Reduced
First Heartland Consultants, Inc.9,835$330.0K0.04%+1,413+16.8%Added
Sheaff Brock Investment Advisors, LLC9,777$327.9K0.03%+17+0.2%Added
Alpha Omega Group, Inc.9,681$324.7K0.62%00.0%Unchanged
Empower Advisory Group, LLC9,344$313.4K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc9,267$310.8K0.01%00.0%Unchanged
Advisory Services Network, LLC9,102$305.3K0.01%+2,738+43.0%Added
Global Wealth Management Investment Advisory, Inc.9,086$304.7K0.09%+2,072+29.5%Added
Ellevest, Inc.9,070$304.2K0.02%+48+0.5%Added
MCF Advisors LLC9,035$303.2K0.03%00.0%Unchanged
Change Path, LLC8,975$301.0K0.02%−3,039−25.3%Reduced
Savant Capital, LLC8,750$293.5K0.00%−3,326−27.5%Reduced
CIBC Asset Management Inc8,663$290.6K0.00%−345−3.8%Reduced
NBC Securities, Inc.8,667$290.0K0.03%+8,667New
Kure Advisory, LLC8,607$288.7K0.16%+8,607New
Truadvice, LLC8,575$287.9K0.11%00.0%Unchanged
Cable Hill Partners, LLC8,584$287.9K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC8,557$287.0K0.01%+44+0.5%Added
The PNC Financial Services Group, Inc.8,373$280.8K0.00%−801−8.7%Reduced
Pittenger & Anderson Inc8,372$280.8K0.01%00.0%Unchanged
Quantamental Technologies LLC8,349$280.0K0.26%+2,364+39.5%Added
Triumph Capital Management8,289$278.8K0.13%−500−5.7%Reduced
US Bancorp8,266$277.2K0.00%+25+0.3%Added
Peak Asset Management, LLC8,214$275.5K0.07%00.0%Unchanged
LexAurum Advisors, LLC8,138$273.0K0.08%+695+9.3%Added
CI Private Wealth, LLC8,090$271.3K0.00%+8,090New
German American Bancorp, Inc.8,052$270.1K0.04%−566−6.6%Reduced
Atomi Financial Group, Inc.7,868$263.9K0.09%−2,164−21.6%Reduced
Accurate Wealth Management, LLC7,534$263.5K0.08%00.0%Unchanged
Vestcor Inc7,665$257.0K0.01%00.0%Unchanged
Rehmann Capital Advisory Group7,593$254.7K0.02%+49+0.6%Added
Coldstream Capital Management Inc7,570$253.9K0.01%00.0%Unchanged
Blair William & Co7,569$253.9K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co7,558$253.5K0.00%−1,683−18.2%Reduced
Plotkin Financial Advisors, LLC7,443$249.6K0.22%00.0%Unchanged
Mackenzie Financial Corp7,555$245.0K0.00%−23−0.3%Reduced
Fisher Asset Management, LLC7,161$240.2K0.00%−2,176−23.3%Reduced
Gladstone Institutional Advisory LLC7,156$240.0K0.02%00.0%Unchanged
Magnetar Financial LLC7,111$238.5K0.01%+7,111New
Baker Tilly Wealth Management, LLC7,051$236.5K0.04%00.0%Unchanged
PFG Investments, LLC7,035$235.9K0.04%−7,845−52.7%Reduced
Xponance, Inc.7,000$234.8K0.00%+41+0.6%Added
World Equity Group, Inc.6,842$229.5K0.05%−656−8.7%Reduced
Laird Norton Trust Company, LLC6,800$228.7K0.03%00.0%Unchanged
MML Investors Services, LLC6,781$227.0K0.00%−1,215−15.2%Reduced
Monograph Wealth Advisors, LLC6,638$223.3K0.04%00.0%Unchanged
Profund Advisors LLC6,643$222.8K0.01%−539−7.5%Reduced
FLC Capital Advisors6,580$220.7K0.07%00.0%Unchanged
Brown Advisory Inc6,564$220.2K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,478$217.3K0.11%−699−9.7%Reduced
Bremer Bank National Association6,451$216.4K0.04%00.0%Unchanged
Kestra Private Wealth Services, LLC6,410$215.0K0.01%+6,410New
Three Bridge Wealth Advisors, LLC6,231$209.6K0.09%00.0%Unchanged
Allen Capital Group, LLC6,334$208.7K0.04%00.0%Unchanged
B.O.S.S. Retirement Advisors, LLC6,213$208.4K0.04%+213+3.6%Added
First Republic Investment Management, Inc.6,115$205.1K0.00%00.0%Unchanged
GW Henssler & Associates Ltd6,008$201.5K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC5,878$197.1K0.00%−249−4.1%Reduced
Sound Income Strategies, LLC5,805$194.7K0.02%+1,000+20.8%Added
Gradient Investments LLC5,189$174.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC5,179$174.0K0.12%00.0%Unchanged
Larson Financial Group LLC4,306$144.4K0.01%+4+0.1%Added
HHM Wealth Advisors, LLC3,655$122.6K0.02%00.0%Unchanged
Lazard Asset Management LLC3,128$104.0K0.00%+411+15.1%Added
Kapitalo Investimentos Ltda3,073$103.1K0.01%+3,073New
Sanctuary Wealth Management, L.L.C.3,070$103.0K0.11%00.0%Unchanged
Beacon Capital Management, Inc.3,015$101.1K0.00%00.0%Unchanged