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, Q4 2023
Institutional positions in Phillips Edison & Company, Inc. as of Dec 31, 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
- 381
- +28 vs. Q3 2023
- Shares held
- 98.9M
- +330.2K (+0.3%) vs. Q3 2023
- Total value
- $3.61B
- +$300.9M (+9.1%) vs. Q3 2023
- New holders
- 57
- 117 more added
- Sold out
- 29
- 126 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 21,259,846 | $775.6M | 0.02% | +380,437+1.8% | Added |
| Vanguard Group Inc | 18,759,585 | $684.3M | 0.01% | +266,832+1.4% | Added |
| Wellington Management Group LLP | 8,083,622 | $294.9M | 0.05% | −85,462−1.0% | Reduced |
| State Street Corp | 6,663,043 | $243.7M | 0.01% | +66,293+1.0% | Added |
| FMR LLC | 4,262,540 | $155.5M | 0.01% | −611,666−12.5% | Reduced |
| Massachusetts Financial Services Co | 3,087,214 | $112.6M | 0.04% | −2,120,403−40.7% | Reduced |
| Geode Capital Management, LLC | 2,872,881 | $104.8M | 0.01% | +136,243+5.0% | Added |
| Charles Schwab Investment Management Inc | 1,872,476 | $68.3M | 0.02% | +145,078+8.4% | Added |
| Macquarie Group Ltd | 1,619,659 | $59.1M | 0.07% | +9,023+0.6% | Added |
| Northern Trust Corp | 1,545,774 | $56.4M | 0.01% | +169,382+12.3% | Added |
| Norges Bank | 1,331,202 | $48.6M | 0.01% | +437,763+49.0% | Added |
| Legal & General Group Plc | 1,104,375 | $40.3M | 0.01% | +45,760+4.3% | Added |
| Bank of New York Mellon Corp | 1,026,649 | $37.5M | 0.01% | −20,603−2.0% | Reduced |
| Dimensional Fund Advisors LP | 918,665 | $33.5M | 0.01% | +232,191+33.8% | Added |
| Morgan Stanley | 915,773 | $33.4M | 0.00% | +79,810+9.5% | Added |
| JPMorgan Chase & Co | 874,355 | $31.9M | 0.00% | +195,675+28.8% | Added |
| UBS Asset Management Americas Inc | 804,084 | $29.3M | 0.01% | +151,339+23.2% | Added |
| Nuveen Asset Management, LLC | 794,234 | $29.0M | 0.01% | +88,519+12.5% | Added |
| Janus Henderson Group PLC | 761,091 | $27.8M | 0.02% | −770.0% | Reduced |
| GEM Realty Capital | 713,865 | $26.0M | 4.30% | +713,865 | New |
| Holocene Advisors, LP | 644,625 | $23.5M | 0.09% | +26,305+4.3% | Added |
| Principal Financial Group Inc | 622,940 | $22.7M | 0.01% | −8,685−1.4% | Reduced |
| Citadel Advisors LLC | 569,948 | $20.8M | 0.02% | −3,613−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 538,840 | $19.7M | 0.08% | −61,360−10.2% | Reduced |
| Cetera Advisors LLC | 493,202 | $18.0M | 0.25% | −16,495−3.2% | Reduced |
| Alliancebernstein L.P. | 479,524 | $17.5M | 0.01% | −1,003−0.2% | Reduced |
| Invesco Ltd. | 415,275 | $15.1M | 0.00% | +22,638+5.8% | Added |
| Thrivent Financial for Lutherans | 408,599 | $14.9M | 0.03% | +205,267+101.0% | Added |
| Rhumbline Advisers | 395,430 | $14.4M | 0.02% | −2,085−0.5% | Reduced |
| Cetera Advisor Networks LLC | 389,781 | $14.2M | 0.08% | −19,644−4.8% | Reduced |
| LPL Financial LLC | 373,368 | $13.6M | 0.01% | +25,333+7.3% | Added |
| Ameriprise Financial Inc | 361,488 | $13.2M | 0.00% | −12,104−3.2% | Reduced |
| Goldman Sachs Group Inc | 353,697 | $12.9M | 0.00% | −43,047−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 347,054 | $12.7M | 0.02% | −100,747−22.5% | Reduced |
| Cetera Investment Advisers | 343,186 | $12.5M | 0.10% | −28,083−7.6% | Reduced |
| AE Wealth Management LLC | 312,362 | $11.1M | 0.06% | −20,881−6.3% | Reduced |
| Asset Management One Co.,Ltd. | 294,243 | $10.9M | 0.04% | +21,481+7.9% | Added |
| Deutsche Bank AG | 278,980 | $10.2M | 0.01% | −1,289−0.5% | Reduced |
| Public Sector Pension Investment Board | 248,185 | $9.05M | 0.07% | +103,080+71.0% | Added |
| Alyeska Investment Group, L.P. | 240,051 | $8.76M | 0.06% | +240,051 | New |
| Commonwealth Equity Services, LLC | 234,157 | $8.54M | 0.02% | −7,000−2.9% | Reduced |
| Swiss National Bank | 231,400 | $8.44M | 0.01% | −26,500−10.3% | Reduced |
| Bank of America Corp | 230,460 | $8.41M | 0.00% | +13,946+6.4% | Added |
| B&I Capital AG | 222,795 | $8.13M | 2.56% | +7,300+3.4% | Added |
| Barclays PLC | 211,172 | $7.70M | 0.00% | +135,924+180.6% | Added |
| Prime Capital Investment Advisors, LLC | 197,593 | $7.21M | 0.11% | −8,117−3.9% | Reduced |
| First Trust Advisors LP | 193,915 | $7.07M | 0.01% | +52,187+36.8% | Added |
| Mariner, LLC | 184,285 | $6.72M | 0.02% | +1,262+0.7% | Added |
| Independent Financial Group, LLC | 180,134 | $6.57M | 0.35% | −69,360−27.8% | Reduced |
| California Public Employees Retirement System | 179,642 | $6.55M | 0.00% | +20,003+12.5% | Added |
| Colony Group, LLC | 177,114 | $6.46M | 0.08% | +177,114 | New |
| McAdam, LLC | 176,776 | $6.45M | 0.47% | −2,030−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 163,539 | $5.97M | 0.07% | +85,157+108.6% | Added |
| Credit Suisse AG | 156,714 | $5.72M | 0.01% | −97,058−38.2% | Reduced |
| Westwood Holdings Group Inc. | 156,000 | $5.69M | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 141,172 | $5.15M | 0.01% | −3,305−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,943 | $5.07M | 0.00% | +7,304+5.5% | Added |
| Prudential Financial Inc | 136,838 | $4.99M | 0.01% | +130.0% | Added |
| D. E. Shaw & Co., Inc. | 135,997 | $4.96M | 0.01% | +38,339+39.3% | Added |
| Nomura Asset Management Co Ltd | 134,050 | $4.89M | 0.02% | +3,500+2.7% | Added |
| State of Alaska, Department of Revenue | 129,042 | $4.71M | 0.06% | −560.0% | Reduced |
| Centaurus Financial, Inc. | 126,727 | $4.62M | 0.35% | +1,380+1.1% | Added |
| California State Teachers Retirement System | 124,020 | $4.52M | 0.01% | −5,761−4.4% | Reduced |
| FirstPurpose Wealth LLC | 120,339 | $4.39M | 1.67% | −7,835−6.1% | Reduced |
| Mercer Global Advisors Inc | 116,268 | $4.24M | 0.01% | −30,937−21.0% | Reduced |
| Koshinski Asset Management, Inc. | 113,307 | $4.13M | 0.63% | +39,961+54.5% | Added |
| Citigroup Inc | 111,016 | $4.05M | 0.01% | +17,542+18.8% | Added |
| UBS Group AG | 108,379 | $3.95M | 0.00% | +59,606+122.2% | Added |
| Standard Life Aberdeen plc | 103,674 | $3.78M | 0.01% | +78,581+313.2% | Added |
| Texas Permanent School Fund | 103,304 | $3.77M | 0.03% | +3,611+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 102,229 | $3.73M | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 101,705 | $3.71M | 0.00% | +37,723+59.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 101,216 | $3.69M | 0.07% | +101,216 | New |
| Royal Bank of Canada | 101,119 | $3.69M | 0.00% | +22,534+28.7% | Added |
| Edgestream Partners, L.P. | 93,965 | $3.43M | 0.25% | +93,965 | New |
| First Foundation Advisors | 87,384 | $3.19M | 0.15% | −43,815−33.4% | Reduced |
| RMR Wealth Builders | 87,148 | $3.18M | 0.45% | −510−0.6% | Reduced |
| Modern Wealth Management, LLC | 85,670 | $3.13M | 0.39% | +85,670 | New |
| Money Concepts Capital Corp | 85,242 | $3.11M | 0.29% | +2,421+2.9% | Added |
| Voloridge Investment Management, LLC | 83,889 | $3.06M | 0.01% | −134,957−61.7% | Reduced |
| Qube Research & Technologies Ltd | 81,954 | $2.99M | 0.01% | +81,954 | New |
| Geneos Wealth Management Inc. | 81,011 | $2.96M | 0.15% | +13,379+19.8% | Added |
| Envestnet Asset Management Inc | 80,346 | $2.93M | 0.00% | −8,336−9.4% | Reduced |
| Mutual of America Capital Management LLC | 76,472 | $2.79M | 0.03% | −2,121−2.7% | Reduced |
| Amundi | 74,861 | $2.68M | 0.00% | −13,081−14.9% | Reduced |
| State of New Jersey Common Pension Fund D | 72,628 | $2.65M | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 72,415 | $2.64M | 0.15% | −6,495−8.2% | Reduced |
| Atria Wealth Solutions, Inc. | 71,218 | $2.60M | 0.03% | +8,327+13.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,099 | $2.58M | 0.00% | +1,315+1.9% | Added |
| Jane Street Group, LLC | 69,544 | $2.54M | 0.00% | −6,869−9.0% | Reduced |
| O'Dell Group, LLC | 68,500 | $2.50M | 0.65% | −11,419−14.3% | Reduced |
| HSBC Holdings PLC | 67,952 | $2.48M | 0.00% | +8,801+14.9% | Added |
| Illinois Municipal Retirement Fund | 67,182 | $2.45M | 0.04% | +2,679+4.2% | Added |
| My Legacy Advisors, LLC | 67,991 | $2.42M | 0.87% | −3,400−4.8% | Reduced |
| State of Tennessee, Treasury Department | 64,941 | $2.37M | 0.01% | −1,495−2.3% | Reduced |
| American International Group, Inc. | 64,304 | $2.35M | 0.01% | −433−0.7% | Reduced |
| Integrated Advisors Network LLC | 63,409 | $2.31M | 0.13% | −1,173−1.8% | Reduced |
| MetLife Investment Management | 62,068 | $2.26M | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 61,721 | $2.25M | 0.00% | −127−0.2% | Reduced |
| Mutual Advisors, LLC | 60,286 | $2.20M | 0.08% | +11,294+23.1% | Added |