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 |
|---|---|---|---|---|---|
| KBC Group NV | 2,783 | $93.0K | 0.00% | −5,796−67.6% | Reduced |
| Allworth Financial LP | 2,532 | $84.9K | 0.00% | −1,230−32.7% | Reduced |
| Syntax Research, Inc. | 2,527 | $84.8K | 0.07% | +2,527 | New |
| Global Retirement Partners, LLC | 2,574 | $84.2K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,506 | $84.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $83.8K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,916 | $64.3K | 0.02% | +1,916 | New |
| Salem Investment Counselors Inc | 1,850 | $62.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $60.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,580 | $53.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,562 | $52.4K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,473 | $49.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,419 | $48.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,368 | $46.0K | 0.00% | −713−34.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,360 | $45.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,355 | $45.4K | 0.00% | −931−40.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,333 | $44.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,317 | $44.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $42.4K | 0.02% | +1,263 | New |
| Smithfield Trust Co | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,225 | $41.1K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,144 | $38.4K | 0.01% | +9+0.8% | Added |
| Archer Investment Corp | 1,114 | $37.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,111 | $37.3K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,105 | $37.1K | 0.03% | +1,105 | New |
| Central Trust Co | 1,000 | $33.5K | 0.00% | −730−42.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,000 | $33.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $33.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $32.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $30.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 900 | $30.2K | 0.02% | +900 | New |
| Clearstead Advisors, LLC | 881 | $29.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 868 | $29.0K | 0.00% | +275+46.4% | Added |
| WFA of San Diego, LLC | 816 | $27.4K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 802 | $27.0K | 0.00% | +802 | New |
| Farmers & Merchants Investments Inc | 777 | $26.1K | 0.00% | +78+11.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 716 | $24.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $22.8K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.0K | 0.01% | +628 | New |
| Ancora Advisors, LLC | 624 | $20.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $19.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 510 | $17.1K | 0.01% | +4+0.8% | Added |
| Creative Financial Designs Inc | 502 | $16.8K | 0.00% | −349−41.0% | Reduced |
| Retirement Group, LLC | 497 | $16.7K | 0.01% | −150−23.2% | Reduced |
| Quadrant Capital Group LLC | 400 | $13.4K | 0.00% | −412−50.7% | Reduced |
| SOA Wealth Advisors, LLC. | 332 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 296 | $10.0K | 0.00% | −4−1.3% | Reduced |
| Versant Capital Management, Inc | 242 | $8.12K | 0.00% | +242 | New |
| Abound Wealth Management | 201 | $6.73K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 122 | $4.09K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $3.59K | 0.00% | −8−7.0% | Reduced |
| Bessemer Group Inc | 92 | $3.00K | 0.00% | +92 | New |
| Sittner & Nelson, LLC | 70 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $839 | 0.00% | +15+150.0% | Added |
| Bell Investment Advisors, Inc | 17 | $571 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 0 | $8 | 0.00% | −874−100.0% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| 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 |