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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $65 | 0.00% | +1 | New |
| Lindbrook Capital, LLC | 10 | $365 | 0.00% | −15−60.0% | Reduced |
| Parkside Financial Bank & Trust | 11 | $402 | 0.00% | −96−89.7% | Reduced |
| Bell Investment Advisors, Inc | 17 | $621 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 38 | $1.39K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 50 | $1.82K | 0.00% | +50 | New |
| Sittner & Nelson, LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 72 | $2.63K | 0.00% | +72 | New |
| Richard W. Paul & Associates, LLC | 79 | $2.88K | 0.00% | −1,483−94.9% | Reduced |
| Fifth Third Bancorp | 148 | $5.40K | 0.00% | +148 | New |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 217 | $7.90K | 0.00% | +16+8.0% | Added |
| Versant Capital Management, Inc | 255 | $9.30K | 0.00% | +13+5.4% | Added |
| Valued Wealth Advisors LLC | 277 | $9.30K | 0.01% | +277 | New |
| Covestor Ltd | 267 | $10.0K | 0.01% | +259+3,237.5% | Added |
| Ci Investments Inc. | 309 | $11.0K | 0.00% | +13+4.4% | Added |
| SOA Wealth Advisors, LLC. | 332 | $12.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $13.0K | 0.00% | +357 | New |
| Retirement Group, LLC | 497 | $18.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 515 | $18.8K | 0.01% | +5+1.0% | Added |
| Annapolis Financial Services, LLC | 591 | $21.6K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $24.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $28.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 802 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 881 | $32.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 890 | $32.5K | 0.01% | +890 | New |
| Kozak & Associates, Inc. | 926 | $32.5K | 0.01% | +2+0.2% | Added |
| FWL Investment Management, LLC | 900 | $32.8K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 900 | $33.0K | 0.00% | −468−34.2% | Reduced |
| Horizon Investments, LLC | 942 | $34.3K | 0.00% | +942 | New |
| Hexagon Capital Partners LLC | 967 | $35.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $36.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,112 | $37.0K | 0.00% | −307−21.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,111 | $40.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,114 | $40.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,136 | $41.4K | 0.00% | +268+30.9% | Added |
| Silicon Valley Capital Partners | 1,154 | $42.1K | 0.01% | +10+0.9% | Added |
| Quadrant Capital Group LLC | 1,190 | $43.4K | 0.00% | +790+197.5% | Added |
| AdvisorNet Financial, Inc | 1,193 | $43.5K | 0.00% | −387−24.5% | Reduced |
| Hobbs Group Advisors, LLC | 1,201 | $43.8K | 0.02% | +1,201 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $46.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $46.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,317 | $48.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $48.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,371 | $50.0K | 0.00% | +11+0.8% | Added |
| Chandler Asset Management, Inc. | 1,374 | $50.1K | 0.01% | +1,374 | New |
| Venturi Wealth Management, LLC | 1,473 | $53.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,543 | $56.3K | 0.01% | +1,041+207.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,815 | $66.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,850 | $67.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,103 | $73.0K | 0.02% | +2,103 | New |
| Cape Investment Advisory, Inc. | 2,210 | $80.6K | 0.04% | +2,210 | New |
| Global Retirement Partners, LLC | 2,574 | $90.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $91.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $92.2K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 2,532 | $92.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,783 | $102.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2,997 | $109.3K | 0.04% | +2,997 | New |
| Beacon Capital Management, Inc. | 3,015 | $110.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $112.0K | 0.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,150 | $114.0K | 0.00% | +22+0.7% | Added |
| Dogwood Wealth Management LLC | 3,148 | $114.8K | 0.09% | +3,148 | New |
| Nabity-Jensen Investment Management Inc | 3,333 | $121.6K | 0.11% | +3,333 | New |
| Advantage Trust Co | 3,386 | $123.5K | 0.10% | +3,386 | New |
| HHM Wealth Advisors, LLC | 3,655 | $133.3K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,056 | $148.0K | 0.00% | −1,133−21.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,177 | $152.4K | 0.00% | −7,131−63.1% | Reduced |
| Larson Financial Group LLC | 4,265 | $155.6K | 0.01% | −41−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,025 | $183.3K | 0.00% | −3,348−40.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 5,079 | $185.0K | 0.12% | −100−1.9% | Reduced |
| ICA Group Wealth Management, LLC | 5,188 | $189.3K | 0.04% | +5,188 | New |
| Retirement Financial Solutions, LLC | 5,547 | $202.4K | 0.11% | +5,547 | New |
| Shelton Capital Management | 5,569 | $203.2K | 0.01% | +5,569 | New |
| United Capital Financial Advisers, LLC | 5,628 | $205.3K | 0.00% | −6,280−52.7% | Reduced |
| Coastal Investment Advisors, Inc. | 5,709 | $208.3K | 0.05% | +5,709 | New |
| Norinchukin Bank, The | 5,750 | $209.8K | 0.00% | +5,750 | New |
| Ratio Wealth Group | 5,847 | $213.3K | 0.05% | +5,847 | New |
| GW Henssler & Associates Ltd | 6,008 | $219.2K | 0.01% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 6,139 | $224.0K | 0.04% | −74−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,155 | $224.5K | 0.11% | −323−5.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,231 | $227.9K | 0.08% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,273 | $228.8K | 0.09% | +6,273 | New |
| Canton Hathaway, LLC | 6,274 | $229.0K | 0.07% | +3,768+150.4% | Added |
| Allen Capital Group, LLC | 6,334 | $231.1K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,340 | $231.3K | 0.03% | −3,519−35.7% | Reduced |
| Orrstown Financial Services Inc | 6,383 | $232.8K | 0.19% | +6,383 | New |
| MCF Advisors LLC | 6,392 | $233.3K | 0.02% | −2,643−29.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,417 | $234.1K | 0.01% | +7+0.1% | Added |
| Bremer Bank National Association | 6,451 | $235.3K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,466 | $235.9K | 0.01% | −1,104−14.6% | Reduced |
| Atomi Financial Group, Inc. | 6,508 | $237.4K | 0.03% | −1,360−17.3% | Reduced |
| Brown Advisory Inc | 6,564 | $239.5K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,813 | $242.3K | 0.01% | +6,813 | New |
| Monograph Wealth Advisors, LLC | 6,638 | $242.8K | 0.04% | 00.0% | Unchanged |