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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $123 | 0.00% | −887−99.7% | Reduced |
| Rothschild Investment LLC | 10 | $359 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 11 | $395 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 16 | $574 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $610 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $860 | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $1.83K | 0.00% | +51 | New |
| Sittner & Nelson, LLC | 70 | $2.51K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $2.83K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 170 | $6.10K | 0.00% | +22+14.9% | Added |
| Abound Wealth Management | 217 | $7.77K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 221 | $7.87K | 0.00% | +221 | New |
| Versant Capital Management, Inc | 255 | $9.15K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 267 | $10.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $10.8K | 0.00% | −1,017−77.2% | Reduced |
| Sofos Investments, Inc. | 308 | $11.0K | 0.00% | +307+30,700.0% | Added |
| SOA Wealth Advisors, LLC. | 332 | $11.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 344 | $12.5K | 0.01% | +67+24.2% | Added |
| Principal Securities, Inc. | 357 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 376 | $13.0K | 0.00% | +67+21.7% | Added |
| CoreCap Advisors, LLC | 375 | $13.5K | 0.00% | +375 | New |
| Retirement Group, LLC | 397 | $14.2K | 0.01% | −100−20.1% | Reduced |
| Creative Financial Designs Inc | 511 | $18.3K | 0.00% | −1,032−66.9% | Reduced |
| Semmax Financial Advisors Inc. | 628 | $20.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 624 | $22.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 680 | $24.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 716 | $25.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 777 | $27.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 805 | $28.9K | 0.00% | −307−27.6% | Reduced |
| Kozak & Associates, Inc. | 937 | $30.6K | 0.01% | +11+1.2% | Added |
| FWL Investment Management, LLC | 900 | $32.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 942 | $33.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 967 | $34.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,030 | $36.9K | 0.00% | −160−13.4% | Reduced |
| Archer Investment Corp | 1,114 | $40.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,163 | $41.7K | 0.01% | +9+0.8% | Added |
| AdvisorNet Financial, Inc | 1,193 | $42.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,249 | $45.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,263 | $45.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,333 | $47.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,537 | $50.3K | 0.00% | +166+12.1% | Added |
| Venturi Wealth Management, LLC | 1,473 | $52.8K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,609 | $57.7K | 0.02% | −1,388−46.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,021 | $72.5K | 0.00% | −33,153−94.3% | Reduced |
| Massmutual Trust Co FSB | 2,106 | $75.5K | 0.00% | +2,106 | New |
| HHM Wealth Advisors, LLC | 2,193 | $78.7K | 0.01% | −1,462−40.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,210 | $79.3K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,378 | $85.3K | 0.02% | +275+13.1% | Added |
| Whittier Trust Co | 2,500 | $89.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,522 | $90.5K | 0.00% | −10−0.4% | Reduced |
| Syntax Research, Inc. | 2,527 | $90.6K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 2,576 | $92.0K | 0.00% | +2,576 | New |
| Global Retirement Partners, LLC | 2,574 | $92.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,591 | $93.0K | 0.00% | −192−6.9% | Reduced |
| Simplex Trading, LLC | 2,620 | $93.0K | 0.00% | +2,620 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $98.2K | 0.00% | −1,439−34.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,948 | $105.7K | 0.00% | +1,133+62.4% | Added |
| Lazard Asset Management LLC | 3,074 | $110.0K | 0.00% | −76−2.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 3,070 | $110.1K | 0.09% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,148 | $112.9K | 0.08% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 3,333 | $119.6K | 0.10% | 00.0% | Unchanged |
| Advantage Trust Co | 3,386 | $121.5K | 0.09% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,026 | $144.4K | 0.03% | −1,162−22.4% | Reduced |
| Larson Financial Group LLC | 4,285 | $153.7K | 0.01% | +20+0.5% | Added |
| MCF Advisors LLC | 4,394 | $157.8K | 0.01% | −1,998−31.3% | Reduced |
| Continuum Advisory, LLC | 5,067 | $168.3K | 0.03% | −4,516−47.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 5,079 | $182.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,317 | $190.7K | 0.00% | +292+5.8% | Added |
| United Capital Financial Advisers, LLC | 5,598 | $200.8K | 0.00% | −30−0.5% | Reduced |
| Buckingham Strategic Partners | 5,619 | $201.6K | 0.01% | +5,619 | New |
| Coastal Investment Advisors, Inc. | 5,709 | $204.8K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,794 | $207.8K | 0.01% | +44+0.8% | Added |
| Ratio Wealth Group | 5,847 | $209.7K | 0.04% | 00.0% | Unchanged |
| GenTrust, LLC | 5,833 | $209.8K | 0.01% | −7,333−55.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,921 | $212.4K | 0.00% | −2,453−29.3% | Reduced |
| Advisory Services Network, LLC | 5,946 | $213.3K | 0.00% | −742−11.1% | Reduced |
| Susquehanna International Group, LLP | 5,987 | $214.8K | 0.00% | −36,452−85.9% | Reduced |
| GW Henssler & Associates Ltd | 6,008 | $215.5K | 0.01% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 6,027 | $216.2K | 0.03% | −2,025−25.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,100 | $218.8K | 0.01% | +6,100 | New |
| Secure Asset Management, LLC | 6,238 | $223.8K | 0.05% | +6,238 | New |
| Three Bridge Wealth Advisors, LLC | 6,231 | $224.1K | 0.09% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,274 | $225.0K | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,285 | $225.4K | 0.08% | +12+0.2% | Added |
| Allen Capital Group, LLC | 6,334 | $227.2K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,424 | $230.4K | 0.01% | +7+0.1% | Added |
| Bremer Bank National Association | 6,451 | $231.4K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,466 | $231.9K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,564 | $235.5K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 7,204 | $237.2K | 0.03% | +78+1.1% | Added |
| Monograph Wealth Advisors, LLC | 6,638 | $238.8K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,689 | $239.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,737 | $241.7K | 0.00% | −1,325−16.4% | Reduced |
| MML Investors Services, LLC | 6,741 | $242.0K | 0.00% | +46+0.7% | Added |
| Profund Advisors LLC | 6,774 | $243.0K | 0.01% | −842−11.1% | Reduced |
| World Equity Group, Inc. | 6,842 | $245.4K | 0.05% | 00.0% | Unchanged |