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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.

Institutional holdersQ4 2023: 381 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 heldQ4 2023: $3.61B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q3 2023.

Institutions holding PECO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Services Network, LLC6,688$244.0K0.01%−2,414−26.5%Reduced
MML Investors Services, LLC6,695$244.0K0.00%−86−1.3%Reduced
Belpointe Asset Management LLC6,689$244.0K0.02%−27,440−80.4%Reduced
World Equity Group, Inc.6,842$249.6K0.05%00.0%Unchanged
Kapitalo Investimentos Ltda6,982$254.7K0.05%+3,909+127.2%Added
Global Wealth Management Investment Advisory, Inc.7,014$255.9K0.07%−2,072−22.8%Reduced
Baker Tilly Wealth Management, LLC7,087$258.5K0.04%+36+0.5%Added
Barlow Wealth Partners, Inc.7,126$260.0K0.04%+7,126New
Fisher Asset Management, LLC7,161$261.2K0.00%00.0%Unchanged
Xponance, Inc.7,163$261.3K0.00%+163+2.3%Added
Blair William & Co7,205$262.8K0.00%−364−4.8%Reduced
Private Advisor Group, LLC7,242$264.2K0.00%+7,242New
PFG Investments, LLC7,311$266.7K0.05%+276+3.9%Added
Change Path, LLC7,313$267.0K0.02%−1,662−18.5%Reduced
Accurate Wealth Management, LLC7,534$267.8K0.08%00.0%Unchanged
Plotkin Financial Advisors, LLC7,443$271.5K0.21%00.0%Unchanged
Mackenzie Financial Corp7,556$275.6K0.00%+10.0%Added
Rehmann Capital Advisory Group7,593$277.0K0.02%00.0%Unchanged
Profund Advisors LLC7,616$277.8K0.01%+973+14.6%Added
Triumph Capital Management7,789$284.1K0.12%−500−6.0%Reduced
LexAurum Advisors, LLC7,959$290.3K0.08%−179−2.2%Reduced
German American Bancorp, Inc.8,052$293.7K0.04%00.0%Unchanged
US Bancorp8,062$294.1K0.00%−204−2.5%Reduced
Peak Asset Management, LLC8,214$299.6K0.07%00.0%Unchanged
Lido Advisors, LLC8,328$303.9K0.00%+8,328New
Pittenger & Anderson Inc8,372$305.4K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,374$305.5K0.00%+816+10.8%Added
CIBC Asset Management Inc8,513$310.6K0.00%−150−1.7%Reduced
Integrated Wealth Concepts LLC8,559$312.2K0.01%+20.0%Added
Kure Advisory, LLC8,623$314.6K0.16%+16+0.2%Added
Savant Capital, LLC8,758$319.5K0.00%+8+0.1%Added
CI Private Wealth, LLC8,999$328.3K0.00%+909+11.2%Added
Ellevest, Inc.9,121$332.8K0.02%+51+0.6%Added
Financial Advocates Investment Management9,189$335.2K0.02%+9,189New
Wolverine Asset Management LLC9,221$336.4K0.01%+9,221New
Pinnacle Financial Partners Inc9,267$338.1K0.01%00.0%Unchanged
Glassman Wealth Services9,293$339.0K0.05%−2,033−17.9%Reduced
Empower Advisory Group, LLC9,344$340.9K0.00%00.0%Unchanged
Continuum Advisory, LLC9,583$349.6K0.05%−4,071−29.8%Reduced
NBC Securities, Inc.9,670$352.0K0.04%+1,003+11.6%Added
Alpha Omega Group, Inc.9,681$353.2K0.62%00.0%Unchanged
Midwest Financial Group LLC9,733$355.0K0.26%−125−1.3%Reduced
Sheaff Brock Investment Advisors, LLC9,777$356.7K0.03%00.0%Unchanged
Dynamic Technology Lab Private Ltd9,800$358.0K0.04%+9,800New
First Heartland Consultants, Inc.9,843$359.0K0.04%+8+0.1%Added
Quantbot Technologies LP9,902$361.2K0.02%−8,218−45.4%Reduced
Henshaw Capital LLC10,239$373.5K0.02%00.0%Unchanged
Advisory Alpha, LLC10,291$375.4K0.02%−2,186−17.5%Reduced
Vivaldi Capital Management, LLC10,918$376.3K0.11%+128+1.2%Added
Scientech Research LLC10,326$376.7K0.37%+10,326New
Clark Capital Management Group, Inc.10,456$381.4K0.00%00.0%Unchanged
Metropolitan Life Insurance Co10,473$382.1K0.02%+56+0.5%Added
M&T Bank Corp10,751$392.2K0.00%+51+0.5%Added
Proequities, Inc.10,874$397.7K0.03%−1,358−11.1%Reduced
BlueChip Wealth Advisors LLC11,102$405.0K0.28%+11,102New
Ausdal Financial Partners, Inc.11,760$429.0K0.05%−683−5.5%Reduced
Raleigh Capital Management Inc.11,777$429.6K0.20%+79+0.7%Added
Millennium Management LLC12,121$442.2K0.00%+12,121New
Beaird Harris Wealth Management, LLC12,478$455.2K0.05%00.0%Unchanged
State of Wisconsin Investment Board13,036$475.6K0.00%−373−2.8%Reduced
GenTrust, LLC13,166$481.6K0.03%00.0%Unchanged
AQR Capital Management LLC13,267$484.0K0.00%−1,536−10.4%Reduced
BancorpSouth Bank13,395$488.6K0.04%00.0%Unchanged
Beacon Pointe Advisors, LLC13,456$490.9K0.01%−69−0.5%Reduced
First Financial Bankshares Inc13,517$493.1K0.01%+13,517New
Demars Financial Group, LLC13,572$495.1K0.26%+579+4.5%Added
Bank of Montreal13,460$499.5K0.00%+4,063+43.2%Added
Everence Capital Management Inc13,700$500.0K0.04%00.0%Unchanged
Public Employees Retirement Association of Colorado13,751$502.0K0.00%−1,191−8.0%Reduced
Independent Advisor Alliance13,765$502.1K0.02%+3,283+31.3%Added
Smart Money Group LLC13,854$505.4K0.22%+117+0.9%Added
Oliver Lagore Vanvalin Investment Group13,959$509.2K0.19%+2,091+17.6%Added
Hendershot Investments Inc.14,059$512.9K0.08%−1,530−9.8%Reduced
Ignite Planners, LLC14,118$517.3K0.15%00.0%Unchanged
Ameritas Investment Partners, Inc.14,232$519.2K0.02%+491+3.6%Added
Entropy Technologies, LP14,272$520.6K0.10%+14,272New
Castleview Partners, LLC15,143$552.4K0.39%−1,655−9.9%Reduced
Engineers Gate Manager LP15,204$554.6K0.02%+15,204New
Axxcess Wealth Management, LLC15,283$557.5K0.02%−9,827−39.1%Reduced
Capital Asset Advisory Services LLC15,283$557.5K0.03%−3,107−16.9%Reduced
Marcum Wealth, LLC15,342$559.7K0.06%00.0%Unchanged
Nissay Asset Management Corp15,346$559.8K0.00%+1,122+7.9%Added
Acorn Financial Advisory Services Inc15,437$563.1K0.10%00.0%Unchanged
Van Eck Associates Corp16,537$603.0K0.00%+2,719+19.7%Added
Two Sigma Securities, LLC16,683$608.6K0.03%+16,683New
TownSquare Capital, LLC17,062$622.4K0.01%+3,085+22.1%Added
Pictet & Cie (Europe) SA17,281$630.4K0.02%+326+1.9%Added
National Asset Management, Inc.17,382$635.8K0.02%−699−3.9%Reduced
M Holdings Securities, Inc.18,326$669.0K0.08%−30.0%Reduced
Van Cleef Asset Management,Inc18,849$687.6K0.10%+18,849New
Sage Capital Management, LLC19,426$708.7K0.42%+19,426New
Sumitomo Mitsui DS Asset Management Company, Ltd19,743$720.2K0.01%00.0%Unchanged
Fiduciary Alliance LLC19,816$722.9K0.14%00.0%Unchanged
FORA Capital, LLC19,872$724.9K0.06%+19,872New
Vaughan David Investments LLC19,882$725.0K0.02%00.0%Unchanged
EPG Wealth Management LLC21,672$747.0K0.20%−2,755−11.3%Reduced
Apeiron RIA LLC20,486$747.3K0.23%−728−3.4%Reduced
HGI Capital Management, LLC20,600$751.5K0.85%+20,600New
Catalina Capital Group, LLC20,706$755.3K0.58%+20,706New
Beacon Capital Management, LLC22,732$762.4K0.21%−3,019−11.7%Reduced