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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 81,954 | $2.99M | 0.01% | +81,954 | New |
| Voloridge Investment Management, LLC | 83,889 | $3.06M | 0.01% | −134,957−61.7% | Reduced |
| Money Concepts Capital Corp | 85,242 | $3.11M | 0.29% | +2,421+2.9% | Added |
| Modern Wealth Management, LLC | 85,670 | $3.13M | 0.39% | +85,670 | New |
| RMR Wealth Builders | 87,148 | $3.18M | 0.45% | −510−0.6% | Reduced |
| First Foundation Advisors | 87,384 | $3.19M | 0.15% | −43,815−33.4% | Reduced |
| Edgestream Partners, L.P. | 93,965 | $3.43M | 0.25% | +93,965 | New |
| Royal Bank of Canada | 101,119 | $3.69M | 0.00% | +22,534+28.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 101,216 | $3.69M | 0.07% | +101,216 | New |
| Victory Capital Management Inc | 101,705 | $3.71M | 0.00% | +37,723+59.0% | Added |
| Teachers Retirement System of the State of Kentucky | 102,229 | $3.73M | 0.03% | 00.0% | Unchanged |
| Texas Permanent School Fund | 103,304 | $3.77M | 0.03% | +3,611+3.6% | Added |
| Standard Life Aberdeen plc | 103,674 | $3.78M | 0.01% | +78,581+313.2% | Added |
| UBS Group AG | 108,379 | $3.95M | 0.00% | +59,606+122.2% | Added |
| Citigroup Inc | 111,016 | $4.05M | 0.01% | +17,542+18.8% | Added |
| Koshinski Asset Management, Inc. | 113,307 | $4.13M | 0.63% | +39,961+54.5% | Added |
| Mercer Global Advisors Inc | 116,268 | $4.24M | 0.01% | −30,937−21.0% | Reduced |
| FirstPurpose Wealth LLC | 120,339 | $4.39M | 1.67% | −7,835−6.1% | Reduced |
| California State Teachers Retirement System | 124,020 | $4.52M | 0.01% | −5,761−4.4% | Reduced |
| Centaurus Financial, Inc. | 126,727 | $4.62M | 0.35% | +1,380+1.1% | Added |
| State of Alaska, Department of Revenue | 129,042 | $4.71M | 0.06% | −560.0% | Reduced |
| Nomura Asset Management Co Ltd | 134,050 | $4.89M | 0.02% | +3,500+2.7% | Added |
| D. E. Shaw & Co., Inc. | 135,997 | $4.96M | 0.01% | +38,339+39.3% | Added |
| Prudential Financial Inc | 136,838 | $4.99M | 0.01% | +130.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,943 | $5.07M | 0.00% | +7,304+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 141,172 | $5.15M | 0.01% | −3,305−2.3% | Reduced |
| Westwood Holdings Group Inc. | 156,000 | $5.69M | 0.05% | 00.0% | Unchanged |
| Credit Suisse AG | 156,714 | $5.72M | 0.01% | −97,058−38.2% | Reduced |
| ExodusPoint Capital Management, LP | 163,539 | $5.97M | 0.07% | +85,157+108.6% | Added |
| McAdam, LLC | 176,776 | $6.45M | 0.47% | −2,030−1.1% | Reduced |
| Colony Group, LLC | 177,114 | $6.46M | 0.08% | +177,114 | New |
| California Public Employees Retirement System | 179,642 | $6.55M | 0.00% | +20,003+12.5% | Added |
| Independent Financial Group, LLC | 180,134 | $6.57M | 0.35% | −69,360−27.8% | Reduced |
| Mariner, LLC | 184,285 | $6.72M | 0.02% | +1,262+0.7% | Added |
| First Trust Advisors LP | 193,915 | $7.07M | 0.01% | +52,187+36.8% | Added |
| Prime Capital Investment Advisors, LLC | 197,593 | $7.21M | 0.11% | −8,117−3.9% | Reduced |
| Barclays PLC | 211,172 | $7.70M | 0.00% | +135,924+180.6% | Added |
| B&I Capital AG | 222,795 | $8.13M | 2.56% | +7,300+3.4% | Added |
| Bank of America Corp | 230,460 | $8.41M | 0.00% | +13,946+6.4% | Added |
| Swiss National Bank | 231,400 | $8.44M | 0.01% | −26,500−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 234,157 | $8.54M | 0.02% | −7,000−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 240,051 | $8.76M | 0.06% | +240,051 | New |
| Public Sector Pension Investment Board | 248,185 | $9.05M | 0.07% | +103,080+71.0% | Added |
| Deutsche Bank AG | 278,980 | $10.2M | 0.01% | −1,289−0.5% | Reduced |
| Asset Management One Co.,Ltd. | 294,243 | $10.9M | 0.04% | +21,481+7.9% | Added |
| AE Wealth Management LLC | 312,362 | $11.1M | 0.06% | −20,881−6.3% | Reduced |
| Cetera Investment Advisers | 343,186 | $12.5M | 0.10% | −28,083−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 347,054 | $12.7M | 0.02% | −100,747−22.5% | Reduced |
| Goldman Sachs Group Inc | 353,697 | $12.9M | 0.00% | −43,047−10.9% | Reduced |
| Ameriprise Financial Inc | 361,488 | $13.2M | 0.00% | −12,104−3.2% | Reduced |
| LPL Financial LLC | 373,368 | $13.6M | 0.01% | +25,333+7.3% | Added |
| Cetera Advisor Networks LLC | 389,781 | $14.2M | 0.08% | −19,644−4.8% | Reduced |
| Rhumbline Advisers | 395,430 | $14.4M | 0.02% | −2,085−0.5% | Reduced |
| Thrivent Financial for Lutherans | 408,599 | $14.9M | 0.03% | +205,267+101.0% | Added |
| Invesco Ltd. | 415,275 | $15.1M | 0.00% | +22,638+5.8% | Added |
| Alliancebernstein L.P. | 479,524 | $17.5M | 0.01% | −1,003−0.2% | Reduced |
| Cetera Advisors LLC | 493,202 | $18.0M | 0.25% | −16,495−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 538,840 | $19.7M | 0.08% | −61,360−10.2% | Reduced |
| Citadel Advisors LLC | 569,948 | $20.8M | 0.02% | −3,613−0.6% | Reduced |
| Principal Financial Group Inc | 622,940 | $22.7M | 0.01% | −8,685−1.4% | Reduced |
| Holocene Advisors, LP | 644,625 | $23.5M | 0.09% | +26,305+4.3% | Added |
| GEM Realty Capital | 713,865 | $26.0M | 4.30% | +713,865 | New |
| Janus Henderson Group PLC | 761,091 | $27.8M | 0.02% | −770.0% | Reduced |
| Nuveen Asset Management, LLC | 794,234 | $29.0M | 0.01% | +88,519+12.5% | Added |
| UBS Asset Management Americas Inc | 804,084 | $29.3M | 0.01% | +151,339+23.2% | Added |
| JPMorgan Chase & Co | 874,355 | $31.9M | 0.00% | +195,675+28.8% | Added |
| Morgan Stanley | 915,773 | $33.4M | 0.00% | +79,810+9.5% | Added |
| Dimensional Fund Advisors LP | 918,665 | $33.5M | 0.01% | +232,191+33.8% | Added |
| Bank of New York Mellon Corp | 1,026,649 | $37.5M | 0.01% | −20,603−2.0% | Reduced |
| Legal & General Group Plc | 1,104,375 | $40.3M | 0.01% | +45,760+4.3% | Added |
| Norges Bank | 1,331,202 | $48.6M | 0.01% | +437,763+49.0% | Added |
| Northern Trust Corp | 1,545,774 | $56.4M | 0.01% | +169,382+12.3% | Added |
| Macquarie Group Ltd | 1,619,659 | $59.1M | 0.07% | +9,023+0.6% | Added |
| Charles Schwab Investment Management Inc | 1,872,476 | $68.3M | 0.02% | +145,078+8.4% | Added |
| Geode Capital Management, LLC | 2,872,881 | $104.8M | 0.01% | +136,243+5.0% | Added |
| Massachusetts Financial Services Co | 3,087,214 | $112.6M | 0.04% | −2,120,403−40.7% | Reduced |
| FMR LLC | 4,262,540 | $155.5M | 0.01% | −611,666−12.5% | Reduced |
| State Street Corp | 6,663,043 | $243.7M | 0.01% | +66,293+1.0% | Added |
| Wellington Management Group LLP | 8,083,622 | $294.9M | 0.05% | −85,462−1.0% | Reduced |
| Vanguard Group Inc | 18,759,585 | $684.3M | 0.01% | +266,832+1.4% | Added |
| BlackRock Inc. | 21,259,846 | $775.6M | 0.02% | +380,437+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −483,743−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −291,291−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −77,360−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −55,124−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −48,469−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,789−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −32,871−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −27,833−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −21,467−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −14,857−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,665−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,929−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −8,584−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −7,156−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,111−100.0% | Sold out |