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 |
|---|---|---|---|---|---|
| EWG Elevate Inc. | 21,001 | $766.1K | 0.32% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 22,054 | $804.5K | 0.04% | +100.0% | Added |
| Bell Bank | 22,095 | $806.0K | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 22,195 | $809.7K | 0.00% | +4,249+23.7% | Added |
| StrategIQ Financial Group, LLC | 22,364 | $815.8K | 0.09% | +547+2.5% | Added |
| Carmel Capital Partners, LLC | 22,499 | $820.8K | 0.42% | +927+4.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,659 | $826.6K | 0.08% | +22,659 | New |
| Harbour Investments, Inc. | 22,804 | $831.9K | 0.03% | −1,321−5.5% | Reduced |
| Kovack Advisors, Inc. | 23,534 | $858.5K | 0.10% | −840−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 23,593 | $860.7K | 0.14% | −35−0.1% | Reduced |
| Lakeridge Wealth Management LLC | 23,973 | $874.5K | 0.63% | +23,973 | New |
| STRS Ohio | 24,100 | $879.0K | 0.00% | −800−3.2% | Reduced |
| Raymond James & Associates | 25,063 | $914.3K | 0.00% | −1,574−5.9% | Reduced |
| Russell Investments Group, Ltd. | 25,110 | $916.0K | 0.00% | +9,057+56.4% | Added |
| Coppell Advisory Solutions LLC | 25,243 | $920.9K | 0.19% | −5,317−17.4% | Reduced |
| Advisory Resource Group | 25,256 | $921.3K | 0.23% | −4,058−13.8% | Reduced |
| HighTower Advisors, LLC | 25,386 | $926.0K | 0.00% | +1,499+6.3% | Added |
| Financial Partners Group, Inc | 25,791 | $940.9K | 0.17% | −1,226−4.5% | Reduced |
| Fairway Wealth LLC | 27,852 | $1.02M | 0.78% | +27,852 | New |
| CWM, LLC | 27,929 | $1.02M | 0.01% | −3,784−11.9% | Reduced |
| Curi Capital | 27,942 | $1.02M | 0.14% | −3,090−10.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,283 | $1.03M | 0.00% | −632−2.2% | Reduced |
| InterOcean Capital Group, LLC | 28,322 | $1.03M | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 28,356 | $1.03M | 0.14% | −414−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.04M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 30,128 | $1.10M | 0.00% | −673−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 30,144 | $1.10M | 0.08% | +680+2.3% | Added |
| Natixis Advisors, L.P. | 30,194 | $1.10M | 0.00% | +2,073+7.4% | Added |
| Accel Wealth Management | 30,456 | $1.11M | 0.56% | −1,343−4.2% | Reduced |
| Janney Montgomery Scott LLC | 30,648 | $1.12M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,000 | $1.13M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 31,100 | $1.14M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,819 | $1.20M | 0.01% | −580−1.7% | Reduced |
| Cresset Asset Management, LLC | 33,026 | $1.21M | 0.01% | −2,260−6.4% | Reduced |
| Sound Income Strategies, LLC | 33,205 | $1.21M | 0.10% | +27,400+472.0% | Added |
| UniSuper Management Pty Ltd | 33,400 | $1.22M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 33,690 | $1.23M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,962 | $1.28M | 0.02% | +90.0% | Added |
| Greenland Capital Management LP | 35,100 | $1.28M | 0.20% | −124,900−78.1% | Reduced |
| Vident Advisory, LLC | 35,169 | $1.28M | 0.03% | +1,190+3.5% | Added |
| Tower Research Capital LLC (TRC) | 35,174 | $1.28M | 0.02% | +33,819+2,495.9% | Added |
| Cerity Partners LLC | 35,510 | $1.30M | 0.00% | +8,284+30.4% | Added |
| Atom Investors LP | 35,621 | $1.30M | 0.23% | +35,621 | New |
| Daiwa Securities Group Inc. | 36,086 | $1.32M | 0.01% | −1,415−3.8% | Reduced |
| Well Done, LLC | 36,729 | $1.34M | 0.26% | −2,703−6.9% | Reduced |
| Spire Wealth Management | 37,787 | $1.35M | 0.05% | +3,506+10.2% | Added |
| Teacher Retirement System of Texas | 37,067 | $1.35M | 0.01% | −17,775−32.4% | Reduced |
| FJ Capital Management LLC | 38,442 | $1.40M | 0.14% | −2,849−6.9% | Reduced |
| Cooper Financial Group | 38,538 | $1.41M | 0.26% | +170.0% | Added |
| Brinker Capital Investments, LLC | 39,372 | $1.42M | 0.02% | −13,380−25.4% | Reduced |
| Orion Portfolio Solutions, LLC | 39,372 | $1.42M | 0.02% | −13,380−25.4% | Reduced |
| Resources Investment Advisors, LLC. | 39,262 | $1.43M | 0.03% | −5,415−12.1% | Reduced |
| Nisa Investment Advisors, LLC | 39,566 | $1.44M | 0.01% | −6,487−14.1% | Reduced |
| Squarepoint Ops LLC | 40,607 | $1.48M | 0.01% | +24,494+152.0% | Added |
| Ensign Peak Advisors, Inc | 41,300 | $1.51M | 0.00% | +650+1.6% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.52M | 0.53% | 00.0% | Unchanged |
| Twinbeech Capital LP | 41,856 | $1.53M | 0.02% | +41,856 | New |
| Kestra Advisory Services, LLC | 42,012 | $1.53M | 0.01% | −852−2.0% | Reduced |
| American Century Companies Inc | 42,141 | $1.54M | 0.00% | +7,847+22.9% | Added |
| Susquehanna International Group, LLP | 42,439 | $1.55M | 0.00% | −21,618−33.7% | Reduced |
| Maryland State Retirement & Pension System | 43,468 | $1.59M | 0.03% | +226+0.5% | Added |
| Wells Fargo & Company | 43,593 | $1.59M | 0.00% | +9,869+29.3% | Added |
| Amalgamated Bank | 45,740 | $1.67M | 0.01% | −1,714−3.6% | Reduced |
| ClariVest Asset Management LLC | 46,015 | $1.68M | 0.09% | +16,744+57.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,077 | $1.72M | 0.01% | −31,411−40.0% | Reduced |
| New York State Common Retirement Fund | 47,500 | $1.73M | 0.00% | −307−0.6% | Reduced |
| Calton & Associates, Inc. | 48,290 | $1.76M | 0.71% | +31,335+184.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,476 | $1.77M | 0.01% | −186−0.4% | Reduced |
| Voya Investment Management LLC | 50,542 | $1.84M | 0.00% | −54−0.1% | Reduced |
| Arkadios Wealth Advisors | 50,560 | $1.84M | 0.16% | −16,217−24.3% | Reduced |
| Boothbay Fund Management, LLC | 51,338 | $1.87M | 0.07% | +51,338 | New |
| Brookstone Capital Management | 54,379 | $1.98M | 0.04% | −2,216−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 54,786 | $2.00M | 0.04% | +170.0% | Added |
| Comerica Bank | 55,012 | $2.01M | 0.01% | +791+1.5% | Added |
| Creative Planning | 55,167 | $2.01M | 0.00% | +1,945+3.7% | Added |
| Ameritas Advisory Services, LLC | 56,189 | $2.02M | 0.11% | −94,023−62.6% | Reduced |
| GWM Advisors LLC | 57,110 | $2.07M | 0.02% | +4,766+9.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,862 | $2.07M | 0.00% | +306+0.5% | Added |
| Price T Rowe Associates Inc | 57,958 | $2.12M | 0.00% | +6,135+11.8% | Added |
| Yousif Capital Management, LLC | 59,503 | $2.17M | 0.03% | +875+1.5% | Added |
| Louisiana State Employees Retirement System | 59,800 | $2.18M | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 60,286 | $2.20M | 0.08% | +11,294+23.1% | Added |
| Manufacturers Life Insurance Company, The | 61,721 | $2.25M | 0.00% | −127−0.2% | Reduced |
| MetLife Investment Management | 62,068 | $2.26M | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 63,409 | $2.31M | 0.13% | −1,173−1.8% | Reduced |
| American International Group, Inc. | 64,304 | $2.35M | 0.01% | −433−0.7% | Reduced |
| State of Tennessee, Treasury Department | 64,941 | $2.37M | 0.01% | −1,495−2.3% | Reduced |
| My Legacy Advisors, LLC | 67,991 | $2.42M | 0.87% | −3,400−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 67,182 | $2.45M | 0.04% | +2,679+4.2% | Added |
| HSBC Holdings PLC | 67,952 | $2.48M | 0.00% | +8,801+14.9% | Added |
| O'Dell Group, LLC | 68,500 | $2.50M | 0.65% | −11,419−14.3% | Reduced |
| Jane Street Group, LLC | 69,544 | $2.54M | 0.00% | −6,869−9.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,099 | $2.58M | 0.00% | +1,315+1.9% | Added |
| Atria Wealth Solutions, Inc. | 71,218 | $2.60M | 0.03% | +8,327+13.2% | Added |
| J.W. Cole Advisors, Inc. | 72,415 | $2.64M | 0.15% | −6,495−8.2% | Reduced |
| State of New Jersey Common Pension Fund D | 72,628 | $2.65M | 0.01% | 00.0% | Unchanged |
| Amundi | 74,861 | $2.68M | 0.00% | −13,081−14.9% | Reduced |
| Mutual of America Capital Management LLC | 76,472 | $2.79M | 0.03% | −2,121−2.7% | Reduced |
| Envestnet Asset Management Inc | 80,346 | $2.93M | 0.00% | −8,336−9.4% | Reduced |
| Geneos Wealth Management Inc. | 81,011 | $2.96M | 0.15% | +13,379+19.8% | Added |