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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.

Institutional holdersQ1 2024: 363 institutions
Q1 2021: 6 institutionsQ2 2021: 5 institutionsQ3 2021: 80 institutionsQ4 2021: 95 institutionsQ1 2022: 301 institutionsQ2 2022: 343 institutionsQ3 2022: 331 institutionsQ4 2022: 344 institutionsQ1 2023: 347 institutionsQ2 2023: 365 institutionsQ3 2023: 360 institutionsQ4 2023: 381 institutionsQ1 2024: 363 institutionsQ2 2024: 374 institutionsQ3 2024: 402 institutionsQ4 2024: 403 institutionsQ1 2025: 404 institutionsQ2 2025: 421 institutionsQ3 2025: 403 institutionsQ4 2025: 419 institutionsQ1 2026: 442 institutionsQ2 2026: 447 institutions
Value heldQ1 2024: $3.54B
Q1 2021: $26.4MQ2 2021: $5.79MQ3 2021: $640.8MQ4 2021: $735.6MQ1 2022: $2.37BQ2 2022: $2.75BQ3 2022: $2.34BQ4 2022: $2.68BQ1 2023: $2.73BQ2 2023: $3.38BQ3 2023: $3.31BQ4 2023: $3.61BQ1 2024: $3.54BQ2 2024: $3.18BQ3 2024: $3.77BQ4 2024: $3.85BQ1 2025: $3.83BQ2 2025: $3.79BQ3 2025: $3.58BQ4 2025: $3.87BQ1 2026: $4.06BQ2 2026: $4.78B
Institutions holding PECO and their total value by quarter
QuarterHoldersValue
Q2 2026447$4.78B
Q1 2026442$4.06B
Q4 2025419$3.87B
Q3 2025403$3.58B
Q2 2025421$3.79B
Q1 2025404$3.83B
Q4 2024403$3.85B
Q3 2024402$3.77B
Q2 2024374$3.18B
Q1 2024363$3.54B
Q4 2023381$3.61B
Q3 2023360$3.31B
Q2 2023365$3.38B
Q1 2023347$2.73B
Q4 2022344$2.68B
Q3 2022331$2.34B
Q2 2022343$2.75B
Q1 2022301$2.37B
Q4 202195$735.6M
Q3 202180$640.8M
Q2 20215$5.79M
Q1 20216$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.

Institutions holding PECO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TownSquare Capital, LLC6,894$247.3K0.00%−10,168−59.6%Reduced
Accurate Wealth Management, LLC7,534$248.8K0.07%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.7,014$251.6K0.06%00.0%Unchanged
Integrated Wealth Concepts LLC7,108$255.0K0.00%−1,451−17.0%Reduced
Blair William & Co7,205$258.4K0.00%00.0%Unchanged
Plotkin Financial Advisors, LLC7,304$262.0K0.17%−139−1.9%Reduced
Xponance, Inc.7,324$262.7K0.00%+161+2.2%Added
Change Path, LLC7,326$263.0K0.01%+13+0.2%Added
RFG Advisory, LLC7,341$263.3K0.01%+7,341New
Mackenzie Financial Corp7,552$270.9K0.00%−4−0.1%Reduced
Rehmann Capital Advisory Group7,594$272.4K0.02%+10.0%Added
Sheaff Brock Investment Advisors, LLC7,597$272.5K0.02%−2,180−22.3%Reduced
Newbridge Financial Services Group, Inc.7,780$279.1K0.12%+1,625+26.4%Added
LexAurum Advisors, LLC7,979$286.2K0.07%+20+0.3%Added
Peak Asset Management, LLC8,214$294.6K0.06%00.0%Unchanged
CIBC Asset Management Inc8,238$295.5K0.00%−275−3.2%Reduced
Diversify Advisory Services, LLC8,430$295.6K0.02%+8,430New
Pittenger & Anderson Inc8,372$300.3K0.01%00.0%Unchanged
CI Private Wealth, LLC8,482$304.3K0.00%−517−5.7%Reduced
Metis Global Partners, LLC8,495$304.7K0.01%+8,495New
AlphaMark Advisors, LLC8,501$305.0K0.11%+8,347+5,420.1%Added
Kure Advisory, LLC8,553$306.8K0.26%−70−0.8%Reduced
Verition Fund Management LLC8,555$306.9K0.00%+8,555New
NBC Securities, Inc.8,667$311.0K0.03%−1,003−10.4%Reduced
Voloridge Investment Management, LLC8,698$312.0K0.00%−75,191−89.6%Reduced
Midwest Financial Group LLC8,733$313.0K0.21%−1,000−10.3%Reduced
Savant Capital, LLC8,766$314.4K0.00%+8+0.1%Added
Farther Finance Advisors, LLC9,167$321.5K0.02%+9,129+24,023.7%Added
Lido Advisors, LLC9,091$327.0K0.00%+763+9.2%Added
Ellevest, Inc.9,237$331.3K0.02%+116+1.3%Added
Pinnacle Financial Partners Inc9,267$332.4K0.01%00.0%Unchanged
Aspen Grove Capital, LLC9,276$332.7K0.09%+9,276New
Raleigh Capital Management Inc.9,454$339.1K0.15%−2,323−19.7%Reduced
Omers Administration Corp9,600$344.4K0.00%+9,600New
Alpha Omega Group, Inc.9,681$347.3K0.49%00.0%Unchanged
First Heartland Consultants, Inc.9,843$353.0K0.04%00.0%Unchanged
Vivaldi Capital Management, LLC10,790$354.9K0.10%−128−1.2%Reduced
Ausdal Financial Partners, Inc.9,949$356.9K0.04%−1,811−15.4%Reduced
Metropolitan Life Insurance Co10,230$366.9K0.02%−243−2.3%Reduced
Henshaw Capital LLC10,239$367.3K0.02%00.0%Unchanged
Advisory Alpha, LLC10,345$371.1K0.02%+54+0.5%Added
Financial Advocates Investment Management10,550$378.4K0.02%+1,361+14.8%Added
M&T Bank Corp10,704$384.0K0.00%−47−0.4%Reduced
State Board of Administration of Florida Retirement System11,900$388.2K0.00%−21,790−64.7%Reduced
Proequities, Inc.10,874$391.1K0.03%00.0%Unchanged
BlueChip Wealth Advisors LLC11,102$398.2K0.26%00.0%Unchanged
BancorpSouth Bank11,489$412.1K0.03%−1,906−14.2%Reduced
First Financial Bankshares Inc11,500$412.5K0.01%−2,017−14.9%Reduced
FORA Capital, LLC11,711$420.1K0.03%−8,161−41.1%Reduced
Journey Strategic Wealth LLC12,231$438.7K0.02%+12,231New
Beaird Harris Wealth Management, LLC12,478$447.6K0.04%00.0%Unchanged
Marcum Wealth, LLC12,544$450.0K0.05%−2,798−18.2%Reduced
Colony Group, LLC12,599$452.0K0.00%−164,515−92.9%Reduced
Independent Advisor Alliance12,649$453.7K0.02%−1,116−8.1%Reduced
Smart Money Group LLC14,008$458.1K0.18%+154+1.1%Added
Ignite Planners, LLC13,064$458.2K0.13%−1,054−7.5%Reduced
Entropy Technologies, LP13,182$472.8K0.05%−1,090−7.6%Reduced
SG Americas Securities, LLC13,234$475.0K0.00%+13,234New
Advisory Resource Group13,516$484.8K0.11%−11,740−46.5%Reduced
Everence Capital Management Inc13,700$491.0K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado13,751$493.0K0.00%00.0%Unchanged
AQR Capital Management LLC13,813$495.5K0.00%+546+4.1%Added
Hendershot Investments Inc.14,031$503.3K0.07%−28−0.2%Reduced
Bank of Montreal14,108$506.8K0.00%+648+4.8%Added
Axxcess Wealth Management, LLC14,228$510.4K0.01%−1,055−6.9%Reduced
Ameritas Investment Partners, Inc.14,232$510.5K0.02%00.0%Unchanged
Capital Asset Advisory Services LLC15,588$533.1K0.03%+305+2.0%Added
Castleview Partners, LLC15,151$543.5K0.30%+8+0.1%Added
Acorn Financial Advisory Services Inc15,437$553.7K0.10%00.0%Unchanged
Nissay Asset Management Corp15,789$566.4K0.00%+443+2.9%Added
Geneos Wealth Management Inc.16,220$581.8K0.03%−64,791−80.0%Reduced
Beacon Pointe Advisors, LLC16,374$587.3K0.01%+2,918+21.7%Added
Coppell Advisory Solutions Corp.16,915$606.7K0.11%+16,915New
National Asset Management, Inc.18,081$608.2K0.02%+699+4.0%Added
Van Eck Associates Corp17,260$619.0K0.00%+723+4.4%Added
Sage Capital Management, LLC17,261$619.2K0.34%−2,165−11.1%Reduced
Renaissance Technologies LLC18,102$649.0K0.00%+18,102New
M Holdings Securities, Inc.18,296$656.0K0.11%−30−0.2%Reduced
Van Cleef Asset Management,Inc18,849$676.1K0.09%00.0%Unchanged
Apeiron RIA LLC18,934$679.2K0.20%−1,552−7.6%Reduced
Oliver Lagore Vanvalin Investment Group19,238$690.1K0.21%+5,279+37.8%Added
Revisor Wealth Management LLC19,128$692.0K0.31%+19,128New
Fiduciary Alliance LLC19,816$694.9K0.12%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd19,743$708.2K0.01%00.0%Unchanged
Vaughan David Investments LLC19,882$713.0K0.02%00.0%Unchanged
Beacon Capital Management, LLC20,057$719.4K0.15%−2,675−11.8%Reduced
Catalina Capital Group, LLC20,684$741.9K0.32%−22−0.1%Reduced
EPG Wealth Management LLC20,814$746.6K0.18%−858−4.0%Reduced
EWG Elevate Inc.21,001$753.3K0.29%00.0%Unchanged
Kovack Advisors, Inc.21,235$761.7K0.09%−2,299−9.8%Reduced
Sound Income Strategies, LLC21,288$763.6K0.06%−11,917−35.9%Reduced
Fairway Wealth LLC21,432$768.8K0.52%−6,420−23.1%Reduced
STRS Ohio21,500$771.0K0.00%−2,600−10.8%Reduced
Quantbot Technologies LP21,804$782.1K0.04%+11,902+120.2%Added
Sigma Planning Corp21,903$785.7K0.02%+21,903New
IHT Wealth Management, LLC22,063$791.4K0.03%+90.0%Added
Bell Bank22,095$792.5K0.07%00.0%Unchanged
Carmel Capital Partners, LLC22,499$807.0K0.33%00.0%Unchanged
Lakeridge Wealth Management LLC23,480$842.2K0.55%−493−2.1%Reduced
Dark Forest Capital Management LP23,525$843.8K0.14%+23,525New