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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| FLC Capital Advisors | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Truadvice, LLC | – | – | – | – | Not filed |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |