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, Q1 2024
Institutional positions in Phillips Edison & Company, Inc. as of Mar 31, 2024. 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
- 363
- −15 vs. Q4 2023
- Shares held
- 98.7M
- −89.1K (−0.1%) vs. Q4 2023
- Total value
- $3.54B
- −$64.4M (−1.8%) vs. Q4 2023
- New holders
- 31
- 120 more added
- Sold out
- 46
- 130 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phillips Edison & Company, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 21,582,532 | $774.2M | 0.02% | +322,686+1.5% | Added |
| Vanguard Group Inc | 19,337,030 | $693.6M | 0.01% | +577,445+3.1% | Added |
| Wellington Management Group LLP | 7,556,384 | $271.0M | 0.05% | −527,238−6.5% | Reduced |
| State Street Corp | 7,109,761 | $255.6M | 0.01% | +446,718+6.7% | Added |
| FMR LLC | 3,142,088 | $112.7M | 0.01% | −1,120,452−26.3% | Reduced |
| Massachusetts Financial Services Co | 3,061,754 | $109.8M | 0.03% | −25,460−0.8% | Reduced |
| Geode Capital Management, LLC | 3,017,735 | $108.3M | 0.01% | +144,854+5.0% | Added |
| Charles Schwab Investment Management Inc | 1,962,099 | $70.4M | 0.02% | +89,623+4.8% | Added |
| Macquarie Group Ltd | 1,579,472 | $56.7M | 0.06% | −40,187−2.5% | Reduced |
| Northern Trust Corp | 1,441,552 | $51.7M | 0.01% | −104,222−6.7% | Reduced |
| Norges Bank | 1,426,994 | $51.2M | 0.01% | +95,792+7.2% | Added |
| Cetera Investment Advisers | 1,170,077 | $42.0M | 0.10% | +826,891+240.9% | Added |
| Legal & General Group Plc | 1,115,986 | $40.0M | 0.01% | +11,611+1.1% | Added |
| Bank of New York Mellon Corp | 1,078,666 | $38.7M | 0.01% | +52,017+5.1% | Added |
| Dimensional Fund Advisors LP | 1,070,956 | $38.4M | 0.01% | +152,291+16.6% | Added |
| GEM Realty Capital | 1,045,540 | $37.5M | 5.03% | +331,675+46.5% | Added |
| Morgan Stanley | 1,007,416 | $36.1M | 0.00% | +91,643+10.0% | Added |
| Nuveen Asset Management, LLC | 807,049 | $28.9M | 0.01% | +12,815+1.6% | Added |
| UBS Asset Management Americas Inc | 758,492 | $27.2M | 0.01% | −45,592−5.7% | Reduced |
| Janus Henderson Group PLC | 758,406 | $27.2M | 0.01% | −2,685−0.4% | Reduced |
| Thrivent Financial for Lutherans | 663,890 | $23.8M | 0.05% | +255,291+62.5% | Added |
| Holocene Advisors, LP | 659,811 | $23.7M | 0.09% | +15,186+2.4% | Added |
| JPMorgan Chase & Co | 659,542 | $23.7M | 0.00% | −214,813−24.6% | Reduced |
| Principal Financial Group Inc | 633,707 | $22.7M | 0.01% | +10,767+1.7% | Added |
| American Century Companies Inc | 622,578 | $22.3M | 0.01% | +580,437+1,377.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 522,272 | $18.7M | 0.07% | −16,568−3.1% | Reduced |
| Rhumbline Advisers | 397,240 | $14.2M | 0.01% | +1,810+0.5% | Added |
| Invesco Ltd. | 370,778 | $13.3M | 0.00% | −44,497−10.7% | Reduced |
| Ameriprise Financial Inc | 355,419 | $12.7M | 0.00% | −6,069−1.7% | Reduced |
| Bank of America Corp | 348,775 | $12.5M | 0.00% | +118,315+51.3% | Added |
| Advisor Group Holdings, Inc. | 335,126 | $12.0M | 0.03% | −11,928−3.4% | Reduced |
| Alyeska Investment Group, L.P. | 327,556 | $11.7M | 0.07% | +87,505+36.5% | Added |
| Alliancebernstein L.P. | 322,794 | $11.6M | 0.00% | −156,730−32.7% | Reduced |
| LPL Financial LLC | 319,769 | $11.5M | 0.01% | −53,599−14.4% | Reduced |
| Deutsche Bank AG | 312,365 | $11.2M | 0.01% | +33,385+12.0% | Added |
| Asset Management One Co.,Ltd. | 303,575 | $10.9M | 0.04% | +9,332+3.2% | Added |
| Edgestream Partners, L.P. | 255,978 | $9.18M | 0.46% | +162,013+172.4% | Added |
| Public Sector Pension Investment Board | 250,115 | $8.97M | 0.07% | +1,930+0.8% | Added |
| Commonwealth Equity Services, LLC | 237,642 | $8.52M | 0.01% | +3,485+1.5% | Added |
| Swiss National Bank | 236,100 | $8.47M | 0.01% | +4,700+2.0% | Added |
| Qube Research & Technologies Ltd | 231,385 | $8.30M | 0.02% | +149,431+182.3% | Added |
| B&I Capital AG | 222,795 | $7.99M | 2.53% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 195,515 | $7.01M | 0.09% | +31,976+19.6% | Added |
| California Public Employees Retirement System | 189,000 | $6.78M | 0.00% | +9,358+5.2% | Added |
| Mariner, LLC | 186,992 | $6.71M | 0.01% | +2,707+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 186,398 | $6.69M | 0.09% | −11,195−5.7% | Reduced |
| Independent Financial Group, LLC | 183,791 | $6.59M | 0.30% | +3,657+2.0% | Added |
| Goldman Sachs Group Inc | 178,015 | $6.39M | 0.00% | −175,682−49.7% | Reduced |
| Public Employees Retirement System of Ohio | 175,376 | $6.29M | 0.02% | +174,240+15,338.0% | Added |
| McAdam, LLC | 170,843 | $6.13M | 0.39% | −5,933−3.4% | Reduced |
| Credit Suisse AG | 158,516 | $5.69M | 0.01% | +1,802+1.1% | Added |
| Nomura Asset Management Co Ltd | 143,980 | $5.16M | 0.02% | +9,930+7.4% | Added |
| Barclays PLC | 141,040 | $5.06M | 0.00% | −70,132−33.2% | Reduced |
| Westwood Holdings Group Inc. | 139,500 | $5.00M | 0.04% | −16,500−10.6% | Reduced |
| Prudential Financial Inc | 139,301 | $5.00M | 0.01% | +2,463+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 135,908 | $4.88M | 0.00% | −3,035−2.2% | Reduced |
| State of Alaska, Department of Revenue | 131,259 | $4.71M | 0.05% | +2,217+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 131,127 | $4.70M | 0.01% | −10,045−7.1% | Reduced |
| Centaurus Financial, Inc. | 126,910 | $4.55M | 0.32% | +183+0.1% | Added |
| First Trust Advisors LP | 125,925 | $4.52M | 0.00% | −67,990−35.1% | Reduced |
| Citigroup Inc | 120,249 | $4.31M | 0.00% | +9,233+8.3% | Added |
| California State Teachers Retirement System | 119,674 | $4.29M | 0.01% | −4,346−3.5% | Reduced |
| UBS Group AG | 114,300 | $4.10M | 0.00% | +5,921+5.5% | Added |
| Ameritas Advisory Services, LLC | 119,066 | $4.06M | 0.17% | +62,877+111.9% | Added |
| Mercer Global Advisors Inc | 111,757 | $4.01M | 0.01% | −4,511−3.9% | Reduced |
| Texas Permanent School Fund | 106,794 | $3.83M | 0.03% | +3,490+3.4% | Added |
| Point72 Asset Management, L.P. | 103,200 | $3.70M | 0.01% | +103,200 | New |
| Standard Life Aberdeen plc | 103,190 | $3.70M | 0.01% | −484−0.5% | Reduced |
| FirstPurpose Wealth LLC | 107,582 | $3.56M | 1.29% | −12,757−10.6% | Reduced |
| HSBC Holdings PLC | 98,912 | $3.55M | 0.00% | +30,960+45.6% | Added |
| Teachers Retirement System of the State of Kentucky | 98,369 | $3.53M | 0.03% | −3,860−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 97,057 | $3.48M | 0.00% | −38,940−28.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 90,767 | $3.26M | 0.08% | −10,449−10.3% | Reduced |
| Money Concepts Capital Corp | 85,660 | $3.07M | 0.28% | +418+0.5% | Added |
| Modern Wealth Management, LLC | 83,644 | $3.00M | 0.28% | −2,026−2.4% | Reduced |
| RMR Wealth Builders | 82,679 | $2.97M | 0.36% | −4,469−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 80,956 | $2.90M | 0.01% | +8,328+11.5% | Added |
| Envestnet Asset Management Inc | 80,739 | $2.90M | 0.00% | +393+0.5% | Added |
| ClariVest Asset Management LLC | 78,058 | $2.80M | 0.29% | +32,043+69.6% | Added |
| First Foundation Advisors | 77,312 | $2.77M | 0.11% | −10,072−11.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,436 | $2.67M | 0.00% | +2,337+3.2% | Added |
| Mutual of America Capital Management LLC | 72,388 | $2.60M | 0.03% | −4,084−5.3% | Reduced |
| J.W. Cole Advisors, Inc. | 70,871 | $2.54M | 0.13% | −1,544−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 70,600 | $2.54M | 0.03% | −618−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 67,663 | $2.43M | 0.00% | +5,942+9.6% | Added |
| Victory Capital Management Inc | 67,658 | $2.43M | 0.00% | −34,047−33.5% | Reduced |
| Illinois Municipal Retirement Fund | 67,554 | $2.42M | 0.04% | +372+0.6% | Added |
| Kestra Advisory Services, LLC | 67,263 | $2.41M | 0.02% | +25,251+60.1% | Added |
| My Legacy Advisors, LLC | 66,667 | $2.39M | 0.80% | −1,324−1.9% | Reduced |
| Amundi | 73,629 | $2.39M | 0.00% | −1,232−1.6% | Reduced |
| O'Dell Group, LLC | 66,427 | $2.38M | 0.58% | −2,073−3.0% | Reduced |
| American International Group, Inc. | 65,003 | $2.33M | 0.01% | +699+1.1% | Added |
| Price T Rowe Associates Inc | 62,874 | $2.26M | 0.00% | +4,916+8.5% | Added |
| UniSuper Management Pty Ltd | 62,216 | $2.23M | 0.02% | +28,816+86.3% | Added |
| Royal Bank of Canada | 61,705 | $2.21M | 0.00% | −39,414−39.0% | Reduced |
| MetLife Investment Management | 61,551 | $2.21M | 0.01% | −517−0.8% | Reduced |
| Integrated Advisors Network LLC | 61,523 | $2.21M | 0.11% | −1,886−3.0% | Reduced |
| Louisiana State Employees Retirement System | 60,400 | $2.17M | 0.04% | +600+1.0% | Added |
| Mutual Advisors, LLC | 59,766 | $2.14M | 0.07% | −520−0.9% | Reduced |
| Koshinski Asset Management, Inc. | 58,621 | $2.10M | 0.22% | −54,686−48.3% | Reduced |