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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 59,800 | $2.18M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 59,503 | $2.17M | 0.03% | +875+1.5% | Added |
| Price T Rowe Associates Inc | 57,958 | $2.12M | 0.00% | +6,135+11.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,862 | $2.07M | 0.00% | +306+0.5% | Added |
| GWM Advisors LLC | 57,110 | $2.07M | 0.02% | +4,766+9.1% | Added |
| Ameritas Advisory Services, LLC | 56,189 | $2.02M | 0.11% | −94,023−62.6% | Reduced |
| Creative Planning | 55,167 | $2.01M | 0.00% | +1,945+3.7% | Added |
| Comerica Bank | 55,012 | $2.01M | 0.01% | +791+1.5% | Added |
| Stratos Wealth Partners, LTD. | 54,786 | $2.00M | 0.04% | +170.0% | Added |
| Brookstone Capital Management | 54,379 | $1.98M | 0.04% | −2,216−3.9% | Reduced |
| Boothbay Fund Management, LLC | 51,338 | $1.87M | 0.07% | +51,338 | New |
| Arkadios Wealth Advisors | 50,560 | $1.84M | 0.16% | −16,217−24.3% | Reduced |
| Voya Investment Management LLC | 50,542 | $1.84M | 0.00% | −54−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,476 | $1.77M | 0.01% | −186−0.4% | Reduced |
| Calton & Associates, Inc. | 48,290 | $1.76M | 0.71% | +31,335+184.8% | Added |
| New York State Common Retirement Fund | 47,500 | $1.73M | 0.00% | −307−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,077 | $1.72M | 0.01% | −31,411−40.0% | Reduced |
| ClariVest Asset Management LLC | 46,015 | $1.68M | 0.09% | +16,744+57.2% | Added |
| Amalgamated Bank | 45,740 | $1.67M | 0.01% | −1,714−3.6% | Reduced |
| Wells Fargo & Company | 43,593 | $1.59M | 0.00% | +9,869+29.3% | Added |
| Maryland State Retirement & Pension System | 43,468 | $1.59M | 0.03% | +226+0.5% | Added |
| Susquehanna International Group, LLP | 42,439 | $1.55M | 0.00% | −21,618−33.7% | Reduced |
| American Century Companies Inc | 42,141 | $1.54M | 0.00% | +7,847+22.9% | Added |
| Kestra Advisory Services, LLC | 42,012 | $1.53M | 0.01% | −852−2.0% | Reduced |
| Twinbeech Capital LP | 41,856 | $1.53M | 0.02% | +41,856 | New |
| Outlook Wealth Advisors, LLC | 41,766 | $1.52M | 0.53% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 41,300 | $1.51M | 0.00% | +650+1.6% | Added |
| Squarepoint Ops LLC | 40,607 | $1.48M | 0.01% | +24,494+152.0% | Added |
| Nisa Investment Advisors, LLC | 39,566 | $1.44M | 0.01% | −6,487−14.1% | Reduced |
| Resources Investment Advisors, LLC. | 39,262 | $1.43M | 0.03% | −5,415−12.1% | Reduced |
| 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 |
| Cooper Financial Group | 38,538 | $1.41M | 0.26% | +170.0% | Added |
| FJ Capital Management LLC | 38,442 | $1.40M | 0.14% | −2,849−6.9% | Reduced |
| Teacher Retirement System of Texas | 37,067 | $1.35M | 0.01% | −17,775−32.4% | Reduced |
| Spire Wealth Management | 37,787 | $1.35M | 0.05% | +3,506+10.2% | Added |
| Well Done, LLC | 36,729 | $1.34M | 0.26% | −2,703−6.9% | Reduced |
| Daiwa Securities Group Inc. | 36,086 | $1.32M | 0.01% | −1,415−3.8% | Reduced |
| Atom Investors LP | 35,621 | $1.30M | 0.23% | +35,621 | New |
| Cerity Partners LLC | 35,510 | $1.30M | 0.00% | +8,284+30.4% | Added |
| Tower Research Capital LLC (TRC) | 35,174 | $1.28M | 0.02% | +33,819+2,495.9% | Added |
| Vident Advisory, LLC | 35,169 | $1.28M | 0.03% | +1,190+3.5% | Added |
| Greenland Capital Management LP | 35,100 | $1.28M | 0.20% | −124,900−78.1% | Reduced |
| Oregon Public Employees Retirement Fund | 34,962 | $1.28M | 0.02% | +90.0% | Added |
| State Board of Administration of Florida Retirement System | 33,690 | $1.23M | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 33,400 | $1.22M | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 33,205 | $1.21M | 0.10% | +27,400+472.0% | Added |
| Cresset Asset Management, LLC | 33,026 | $1.21M | 0.01% | −2,260−6.4% | Reduced |
| Arizona State Retirement System | 32,819 | $1.20M | 0.01% | −580−1.7% | Reduced |
| Handelsbanken Fonder AB | 31,100 | $1.14M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,000 | $1.13M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,648 | $1.12M | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 30,456 | $1.11M | 0.56% | −1,343−4.2% | Reduced |
| Natixis Advisors, L.P. | 30,194 | $1.10M | 0.00% | +2,073+7.4% | Added |
| Arete Wealth Advisors, LLC | 30,144 | $1.10M | 0.08% | +680+2.3% | Added |
| Pictet Asset Management Holding SA | 30,128 | $1.10M | 0.00% | −673−2.2% | Reduced |
| DekaBank Deutsche Girozentrale | 28,240 | $1.04M | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 28,356 | $1.03M | 0.14% | −414−1.4% | Reduced |
| InterOcean Capital Group, LLC | 28,322 | $1.03M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,283 | $1.03M | 0.00% | −632−2.2% | Reduced |
| Curi Capital | 27,942 | $1.02M | 0.14% | −3,090−10.0% | Reduced |
| CWM, LLC | 27,929 | $1.02M | 0.01% | −3,784−11.9% | Reduced |
| Fairway Wealth LLC | 27,852 | $1.02M | 0.78% | +27,852 | New |
| Financial Partners Group, Inc | 25,791 | $940.9K | 0.17% | −1,226−4.5% | Reduced |
| HighTower Advisors, LLC | 25,386 | $926.0K | 0.00% | +1,499+6.3% | Added |
| Advisory Resource Group | 25,256 | $921.3K | 0.23% | −4,058−13.8% | Reduced |
| Coppell Advisory Solutions LLC | 25,243 | $920.9K | 0.19% | −5,317−17.4% | Reduced |
| Russell Investments Group, Ltd. | 25,110 | $916.0K | 0.00% | +9,057+56.4% | Added |
| Raymond James & Associates | 25,063 | $914.3K | 0.00% | −1,574−5.9% | Reduced |
| STRS Ohio | 24,100 | $879.0K | 0.00% | −800−3.2% | Reduced |
| Lakeridge Wealth Management LLC | 23,973 | $874.5K | 0.63% | +23,973 | New |
| Cornercap Investment Counsel Inc | 23,593 | $860.7K | 0.14% | −35−0.1% | Reduced |
| Kovack Advisors, Inc. | 23,534 | $858.5K | 0.10% | −840−3.4% | Reduced |
| Harbour Investments, Inc. | 22,804 | $831.9K | 0.03% | −1,321−5.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,659 | $826.6K | 0.08% | +22,659 | New |
| Carmel Capital Partners, LLC | 22,499 | $820.8K | 0.42% | +927+4.3% | Added |
| StrategIQ Financial Group, LLC | 22,364 | $815.8K | 0.09% | +547+2.5% | Added |
| ProShare Advisors LLC | 22,195 | $809.7K | 0.00% | +4,249+23.7% | Added |
| Bell Bank | 22,095 | $806.0K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 22,054 | $804.5K | 0.04% | +100.0% | Added |
| EWG Elevate Inc. | 21,001 | $766.1K | 0.32% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22,732 | $762.4K | 0.21% | −3,019−11.7% | Reduced |
| Catalina Capital Group, LLC | 20,706 | $755.3K | 0.58% | +20,706 | New |
| HGI Capital Management, LLC | 20,600 | $751.5K | 0.85% | +20,600 | New |
| Apeiron RIA LLC | 20,486 | $747.3K | 0.23% | −728−3.4% | Reduced |
| EPG Wealth Management LLC | 21,672 | $747.0K | 0.20% | −2,755−11.3% | Reduced |
| Vaughan David Investments LLC | 19,882 | $725.0K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 19,872 | $724.9K | 0.06% | +19,872 | New |
| Fiduciary Alliance LLC | 19,816 | $722.9K | 0.14% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,743 | $720.2K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 19,426 | $708.7K | 0.42% | +19,426 | New |
| Van Cleef Asset Management,Inc | 18,849 | $687.6K | 0.10% | +18,849 | New |
| M Holdings Securities, Inc. | 18,326 | $669.0K | 0.08% | −30.0% | Reduced |
| National Asset Management, Inc. | 17,382 | $635.8K | 0.02% | −699−3.9% | Reduced |
| Pictet & Cie (Europe) SA | 17,281 | $630.4K | 0.02% | +326+1.9% | Added |
| TownSquare Capital, LLC | 17,062 | $622.4K | 0.01% | +3,085+22.1% | Added |
| Two Sigma Securities, LLC | 16,683 | $608.6K | 0.03% | +16,683 | New |
| Van Eck Associates Corp | 16,537 | $603.0K | 0.00% | +2,719+19.7% | Added |
| Acorn Financial Advisory Services Inc | 15,437 | $563.1K | 0.10% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 15,346 | $559.8K | 0.00% | +1,122+7.9% | Added |