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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,709 | $208.3K | 0.05% | +5,709 | New |
| United Capital Financial Advisers, LLC | 5,628 | $205.3K | 0.00% | −6,280−52.7% | Reduced |
| Shelton Capital Management | 5,569 | $203.2K | 0.01% | +5,569 | New |
| Retirement Financial Solutions, LLC | 5,547 | $202.4K | 0.11% | +5,547 | New |
| ICA Group Wealth Management, LLC | 5,188 | $189.3K | 0.04% | +5,188 | New |
| RE Dickinson Investment Advisors, LLC | 5,079 | $185.0K | 0.12% | −100−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,025 | $183.3K | 0.00% | −3,348−40.0% | Reduced |
| Larson Financial Group LLC | 4,265 | $155.6K | 0.01% | −41−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,177 | $152.4K | 0.00% | −7,131−63.1% | Reduced |
| Gradient Investments LLC | 4,056 | $148.0K | 0.00% | −1,133−21.8% | Reduced |
| HHM Wealth Advisors, LLC | 3,655 | $133.3K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 3,386 | $123.5K | 0.10% | +3,386 | New |
| Nabity-Jensen Investment Management Inc | 3,333 | $121.6K | 0.11% | +3,333 | New |
| Dogwood Wealth Management LLC | 3,148 | $114.8K | 0.09% | +3,148 | New |
| Lazard Asset Management LLC | 3,150 | $114.0K | 0.00% | +22+0.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $112.0K | 0.11% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3,015 | $110.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2,997 | $109.3K | 0.04% | +2,997 | New |
| KBC Group NV | 2,783 | $102.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,532 | $92.4K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,527 | $92.2K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 2,500 | $91.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,574 | $90.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,210 | $80.6K | 0.04% | +2,210 | New |
| GAMMA Investing LLC | 2,103 | $73.0K | 0.02% | +2,103 | New |
| Salem Investment Counselors Inc | 1,850 | $67.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,815 | $66.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,543 | $56.3K | 0.01% | +1,041+207.4% | Added |
| Venturi Wealth Management, LLC | 1,473 | $53.7K | 0.00% | 00.0% | Unchanged |
| Chandler Asset Management, Inc. | 1,374 | $50.1K | 0.01% | +1,374 | New |
| EverSource Wealth Advisors, LLC | 1,371 | $50.0K | 0.00% | +11+0.8% | Added |
| Prestige Wealth Management Group LLC | 1,333 | $48.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,317 | $48.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $46.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $46.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,201 | $43.8K | 0.02% | +1,201 | New |
| AdvisorNet Financial, Inc | 1,193 | $43.5K | 0.00% | −387−24.5% | Reduced |
| Quadrant Capital Group LLC | 1,190 | $43.4K | 0.00% | +790+197.5% | Added |
| Silicon Valley Capital Partners | 1,154 | $42.1K | 0.01% | +10+0.9% | Added |
| Public Employees Retirement System of Ohio | 1,136 | $41.4K | 0.00% | +268+30.9% | Added |
| Archer Investment Corp | 1,114 | $40.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,111 | $40.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,112 | $37.0K | 0.00% | −307−21.6% | Reduced |
| Central Trust Co | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $36.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 997 | $36.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $35.3K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 942 | $34.3K | 0.00% | +942 | New |
| Migdal Insurance & Financial Holdings Ltd. | 900 | $33.0K | 0.00% | −468−34.2% | Reduced |
| FWL Investment Management, LLC | 900 | $32.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 926 | $32.5K | 0.01% | +2+0.2% | Added |
| Creekmur Asset Management LLC | 890 | $32.5K | 0.01% | +890 | New |
| Clearstead Advisors, LLC | 881 | $32.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 802 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $28.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $26.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $24.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.8K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 628 | $21.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 591 | $21.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 515 | $18.8K | 0.01% | +5+1.0% | Added |
| Retirement Group, LLC | 497 | $18.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $13.0K | 0.00% | +357 | New |
| SOA Wealth Advisors, LLC. | 332 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 309 | $11.0K | 0.00% | +13+4.4% | Added |
| Covestor Ltd | 267 | $10.0K | 0.01% | +259+3,237.5% | Added |
| Valued Wealth Advisors LLC | 277 | $9.30K | 0.01% | +277 | New |
| Versant Capital Management, Inc | 255 | $9.30K | 0.00% | +13+5.4% | Added |
| Abound Wealth Management | 217 | $7.90K | 0.00% | +16+8.0% | Added |
| AlphaMark Advisors, LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 148 | $5.40K | 0.00% | +148 | New |
| Richard W. Paul & Associates, LLC | 79 | $2.88K | 0.00% | −1,483−94.9% | Reduced |
| South State Corp. | 72 | $2.63K | 0.00% | +72 | New |
| Sittner & Nelson, LLC | 70 | $2.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $1.82K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 38 | $1.39K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 17 | $621 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $402 | 0.00% | −96−89.7% | Reduced |
| Lindbrook Capital, LLC | 10 | $365 | 0.00% | −15−60.0% | Reduced |
| Sofos Investments, Inc. | 1 | $65 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| 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 |