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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 23,593 | $846.3K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23,931 | $858.4K | 0.03% | +1,127+4.9% | Added |
| Raymond James & Associates | 24,062 | $863.1K | 0.00% | −1,001−4.0% | Reduced |
| ProShare Advisors LLC | 24,304 | $871.8K | 0.00% | +2,109+9.5% | Added |
| RMB Capital Management, LLC | 24,309 | $872.0K | 0.02% | +24,309 | New |
| Warren Averett Asset Management, LLC | 24,455 | $877.2K | 0.02% | +24,455 | New |
| Teacher Retirement System of Texas | 24,635 | $884.0K | 0.01% | −12,432−33.5% | Reduced |
| HighTower Advisors, LLC | 25,445 | $911.0K | 0.00% | +59+0.2% | Added |
| Financial Partners Group, Inc | 25,791 | $925.1K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 25,924 | $929.9K | 0.00% | +12,888+98.9% | Added |
| DekaBank Deutsche Girozentrale | 28,240 | $1.00M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,259 | $1.01M | 0.00% | −24−0.1% | Reduced |
| InterOcean Capital Group, LLC | 28,322 | $1.02M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 28,540 | $1.03M | 0.00% | −4,486−13.6% | Reduced |
| Silver Oak Securities, Inc | 28,770 | $1.03M | 0.16% | +414+1.5% | Added |
| CWM, LLC | 29,192 | $1.05M | 0.01% | +1,263+4.5% | Added |
| Janney Montgomery Scott LLC | 30,648 | $1.10M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 31,000 | $1.11M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 31,100 | $1.12M | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 31,142 | $1.12M | 0.47% | +686+2.3% | Added |
| Arete Wealth Advisors, LLC | 31,287 | $1.12M | 0.10% | +1,143+3.8% | Added |
| Natixis Advisors, L.P. | 31,519 | $1.13M | 0.00% | +1,325+4.4% | Added |
| Oregon Public Employees Retirement Fund | 32,662 | $1.17M | 0.02% | −2,300−6.6% | Reduced |
| Pictet Asset Management Holding SA | 32,829 | $1.18M | 0.00% | +2,701+9.0% | Added |
| Arizona State Retirement System | 32,869 | $1.18M | 0.01% | +50+0.2% | Added |
| AE Wealth Management LLC | 33,403 | $1.20M | 0.01% | −278,959−89.3% | Reduced |
| SEI Investments Co | 33,519 | $1.20M | 0.00% | +33,519 | New |
| Resources Investment Advisors, LLC. | 34,026 | $1.22M | 0.02% | −5,236−13.3% | Reduced |
| Jane Street Group, LLC | 34,477 | $1.24M | 0.00% | −35,067−50.4% | Reduced |
| Spire Wealth Management | 35,510 | $1.27M | 0.03% | −2,277−6.0% | Reduced |
| Cerity Partners LLC | 35,681 | $1.28M | 0.00% | +171+0.5% | Added |
| Vident Advisory, LLC | 36,695 | $1.32M | 0.03% | +1,526+4.3% | Added |
| Well Done, LLC | 36,729 | $1.32M | 0.26% | 00.0% | Unchanged |
| PFG Investments, LLC | 36,819 | $1.32M | 0.08% | +29,508+403.6% | Added |
| Russell Investments Group, Ltd. | 37,603 | $1.35M | 0.00% | +12,493+49.8% | Added |
| Amalgamated Bank | 38,001 | $1.36M | 0.01% | −7,739−16.9% | Reduced |
| Maryland State Retirement & Pension System | 43,970 | $1.41M | 0.03% | +502+1.2% | Added |
| Daiwa Securities Group Inc. | 39,557 | $1.42M | 0.01% | +3,471+9.6% | Added |
| Nisa Investment Advisors, LLC | 39,661 | $1.43M | 0.01% | +95+0.2% | Added |
| Calton & Associates, Inc. | 39,865 | $1.43M | 0.70% | −8,425−17.4% | Reduced |
| Cooper Financial Group | 40,968 | $1.47M | 0.24% | +2,430+6.3% | Added |
| Outlook Wealth Advisors, LLC | 41,766 | $1.50M | 0.46% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 42,010 | $1.51M | 0.12% | −8,550−16.9% | Reduced |
| Voya Investment Management LLC | 42,026 | $1.51M | 0.00% | −8,516−16.8% | Reduced |
| Ensign Peak Advisors, Inc | 43,332 | $1.55M | 0.00% | +2,032+4.9% | Added |
| Harbor Capital Advisors, Inc. | 46,497 | $1.67M | 0.22% | +46,497 | New |
| Mirae Asset Global Investments Co., Ltd. | 54,134 | $1.69M | 0.00% | −2,728−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,326 | $1.70M | 0.01% | −1,150−2.4% | Reduced |
| New York State Common Retirement Fund | 47,500 | $1.70M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,620 | $1.71M | 0.01% | +543+1.2% | Added |
| Resona Asset Management Co.,Ltd. | 47,781 | $1.71M | 0.01% | +47,781 | New |
| Brinker Capital Investments, LLC | 48,013 | $1.72M | 0.02% | +8,641+21.9% | Added |
| Orion Portfolio Solutions, LLC | 48,013 | $1.72M | 0.02% | +8,641+21.9% | Added |
| FJ Capital Management LLC | 48,696 | $1.75M | 0.18% | +10,254+26.7% | Added |
| Comerica Bank | 50,860 | $1.82M | 0.01% | −4,152−7.5% | Reduced |
| Creative Planning | 51,056 | $1.83M | 0.00% | −4,111−7.5% | Reduced |
| Atom Investors LP | 51,794 | $1.86M | 0.23% | +16,173+45.4% | Added |
| Brookstone Capital Management | 51,914 | $1.86M | 0.03% | −2,465−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 53,047 | $1.90M | 0.03% | −1,739−3.2% | Reduced |
| Wells Fargo & Company | 53,423 | $1.92M | 0.00% | +9,830+22.5% | Added |
| Yousif Capital Management, LLC | 55,327 | $1.98M | 0.02% | −4,176−7.0% | Reduced |
| GWM Advisors LLC | 55,624 | $2.00M | 0.02% | −1,486−2.6% | Reduced |
| State of Tennessee, Treasury Department | 57,951 | $2.08M | 0.01% | −6,990−10.8% | Reduced |
| Koshinski Asset Management, Inc. | 58,621 | $2.10M | 0.22% | −54,686−48.3% | Reduced |
| Mutual Advisors, LLC | 59,766 | $2.14M | 0.07% | −520−0.9% | Reduced |
| Louisiana State Employees Retirement System | 60,400 | $2.17M | 0.04% | +600+1.0% | Added |
| Integrated Advisors Network LLC | 61,523 | $2.21M | 0.11% | −1,886−3.0% | Reduced |
| MetLife Investment Management | 61,551 | $2.21M | 0.01% | −517−0.8% | Reduced |
| Royal Bank of Canada | 61,705 | $2.21M | 0.00% | −39,414−39.0% | Reduced |
| UniSuper Management Pty Ltd | 62,216 | $2.23M | 0.02% | +28,816+86.3% | Added |
| Price T Rowe Associates Inc | 62,874 | $2.26M | 0.00% | +4,916+8.5% | Added |
| American International Group, Inc. | 65,003 | $2.33M | 0.01% | +699+1.1% | Added |
| O'Dell Group, LLC | 66,427 | $2.38M | 0.58% | −2,073−3.0% | Reduced |
| Amundi | 73,629 | $2.39M | 0.00% | −1,232−1.6% | Reduced |
| My Legacy Advisors, LLC | 66,667 | $2.39M | 0.80% | −1,324−1.9% | Reduced |
| Kestra Advisory Services, LLC | 67,263 | $2.41M | 0.02% | +25,251+60.1% | Added |
| Illinois Municipal Retirement Fund | 67,554 | $2.42M | 0.04% | +372+0.6% | Added |
| Victory Capital Management Inc | 67,658 | $2.43M | 0.00% | −34,047−33.5% | Reduced |
| Manufacturers Life Insurance Company, The | 67,663 | $2.43M | 0.00% | +5,942+9.6% | Added |
| Atria Wealth Solutions, Inc. | 70,600 | $2.54M | 0.03% | −618−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 70,871 | $2.54M | 0.13% | −1,544−2.1% | Reduced |
| Mutual of America Capital Management LLC | 72,388 | $2.60M | 0.03% | −4,084−5.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,436 | $2.67M | 0.00% | +2,337+3.2% | Added |
| First Foundation Advisors | 77,312 | $2.77M | 0.11% | −10,072−11.5% | Reduced |
| ClariVest Asset Management LLC | 78,058 | $2.80M | 0.29% | +32,043+69.6% | Added |
| Envestnet Asset Management Inc | 80,739 | $2.90M | 0.00% | +393+0.5% | Added |
| State of New Jersey Common Pension Fund D | 80,956 | $2.90M | 0.01% | +8,328+11.5% | Added |
| RMR Wealth Builders | 82,679 | $2.97M | 0.36% | −4,469−5.1% | Reduced |
| Modern Wealth Management, LLC | 83,644 | $3.00M | 0.28% | −2,026−2.4% | Reduced |
| Money Concepts Capital Corp | 85,660 | $3.07M | 0.28% | +418+0.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 90,767 | $3.26M | 0.08% | −10,449−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 97,057 | $3.48M | 0.00% | −38,940−28.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 98,369 | $3.53M | 0.03% | −3,860−3.8% | Reduced |
| HSBC Holdings PLC | 98,912 | $3.55M | 0.00% | +30,960+45.6% | Added |
| FirstPurpose Wealth LLC | 107,582 | $3.56M | 1.29% | −12,757−10.6% | Reduced |
| Standard Life Aberdeen plc | 103,190 | $3.70M | 0.01% | −484−0.5% | Reduced |
| Point72 Asset Management, L.P. | 103,200 | $3.70M | 0.01% | +103,200 | New |
| Texas Permanent School Fund | 106,794 | $3.83M | 0.03% | +3,490+3.4% | Added |
| Mercer Global Advisors Inc | 111,757 | $4.01M | 0.01% | −4,511−3.9% | Reduced |
| Ameritas Advisory Services, LLC | 119,066 | $4.06M | 0.17% | +62,877+111.9% | Added |